Managing Award Projects


In this topic, you will learn how to manage award projects.


Steps:

  1. Begin by navigating to the Project page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Grants menu.

    Step 2

  3. Click the Awards menu.

    Step 3

  4. Click the Project menu.

    Step 4

  5. Click the Look up Business Unit (Alt+5) button.

    Step 5

  6. Click the USCSP link.

    Step 6

  7. Click the Search button.

    Step 7

  8. Click the 20000029 link.

    Step 8

  9. Click the Look up Project Type (Alt+5) button.

    Step 9

  10. Click the GRANT link.

    Step 10

  11. The percent complete field displays the percentage of the project completed based on the calculation method defined on the Project Costing Definition page.

    Step 11

  12. Click the Project Department tab.

    Step 12

  13. Use the Department Info grid to identify how the F&A allocation will be distributed. The information is prepopulated with the general rule but can be changed at this point.

    Step 13

  14. Click the Project Costing Definition tab.

    Step 14

  15. The general ledger business unit used for the current project is USC01.

    Step 15

  16. Use the Enforce Team group box to designate who can charge time and expenses to a project or activity.

    Step 16

  17. Click the Do Not Enforce object.

    Step 17

  18. Click the Calculation Method list.

    Step 18

  19. Use the Calculation Method to identify how to calculate the percent complete component.

    Step 19

  20. Click the Budget Amount list item.

    Step 20

  21. Use the Summary Method to identify the method the system uses to roll up activity completion percentages to the project.

    Step 21

  22. Click the Summary Method list.

    Step 22

  23. Click the Straight- Line list item.

    Step 23

  24. Use the Grants Project list to select "Grants Object" if the project is a Grants project. The Project Primary Flag should be checked if the project is primary.

    Step 24

  25. Click the Grants Project list.

    Step 25

  26. Click the Grants Object list item.

    Step 26

  27. The project Currency Code is already populated for US dollars and the Rate Type of CRRNT.  Accounting Date is the Default Effective Date.

    Step 27

  28. Use the Manager page to view project manager data.

     

    Click the Manager tab.

    Step 28

  29. Use the Location page to assign the project's physical location.

     

    Click the Location tab.

    Step 29

  30. Use the Phases page to track the time that is spent on different stages of a project.

     

    Click the Phases tab.

    Step 30

  31. Use the Approval page to enter project events for which you want to require an approval.

     

    Click the Approval tab.

    Step 31

  32. Click the Save button.

    Step 32

Congratulations, you have successfully learned how to manage award projects.

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