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general:setupgranttypes
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Set up grant types
Grants and Projects > Tables > SSA Grants > Grant Types
Set up a list of grant types and descriptions that can be used to facilitate the appropriate workflows and member notifications for each grant type. Grant types cannot be changed once they are in use; however, grant descriptions can be changed at any time.
Additionally, you can use the grant amounts feature to maintain annual budget amounts for multi-year grant types.
❏ Click +Add to add a row.
| Grant Type | Type a unique user-defined grant type. This field can be a maximum of ten alphanumeric characters. | ||||||
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| Description | Type a user-defined grant type description. This field can be a maximum of 40 alphanumeric characters. | ||||||
| Grant Amount | Click  to display the Grant Amounts pop-up window. The Grant Amounts pop-up window allows you to maintain annual budget amounts for each year associated with the selected multi-year grant type.The selected Grant Type is displayed at the top of the pop-up window. You can add new years and budget amounts, or edit existing amounts as needed. Note: Future functionality will use this information to prevent the disbursement of reimbursements over the allotted annual budget amount. However, at this time, it is for informational purposes only. ❏ Click +Add to add a new row.
❏ Click OK to accept the changes and close the pop-up window. Otherwise, click X or Cancel to return to the Grant Types tab without making changes to the grant amounts.
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| Status | Click  to select the grant type status (A - Active or I - Inactive). |
❏ Click Save.
general/setupgranttypes.1621975333.txt.gz · Last modified: 2021/05/25 15:42 (external edit)