Creating an Award without a Proposal and with a Budget


In this topic, you will learn how to create an award that does not come through the pre-award system, USCeRA.


Steps:

  1. Begin by navigating to the Project page.

     

    Click the Main Menu menu.

    Step 1

  2. Click the Grants menu.

    Step 2

  3. Click the Awards menu.

    Step 3

  4. Click the Project menu.

    Step 4

  5. The Business Unit should show as USCSP.

     

    Click the Add a New Value tab.

    Step 5

  6. Click the Create list.

    Step 6

  7. Projects can be created from five different sources. We will create a blank project for this exercise.

    Step 7

  8. Click the Create list.

    Step 8

  9. Click the Add button.

    Step 9

  10. Click in the Description field.

    Step 10

  11. Enter the desired information into the Description field.

     

    Enter "How to Create an Award without ".

    Step 11

  12. Click the Look up Integration (Alt+5) button.

    Step 12

  13. Click the USC01 link.

    Step 13

  14. Click in the Start Date field.

    Step 14

  15. Enter the desired information into the Start Date field.

     

    Enter "12/01/2014".

    Step 15

  16. Click in the End Date field.

    Step 16

  17. Enter the desired information into the End Date field.

     

    Enter "06/30/2050".

    Step 17

  18. Click in the Description field.

    Step 18

  19. Enter the desired information into the Description field.

     

    Enter "How to create an award without a proposal and without a budget.".

    Step 19

  20. Click the Project Department tab.

    Step 20

  21. Click the Look up Institution ID (Alt+5) button.

    Step 21

  22. Click the USC01 link.

    Step 22

  23. Click the Look up Subdivision (Alt+5) button.

    Step 23

  24. Click in the Department field.

    Step 24

  25. Enter the desired information into the Department field.

     

    Enter "6205".

    Step 25

  26. Click the Look Up button.

    Step 26

  27. Click the 620500 link.

    Step 27

  28. Click in the Department field.

    Step 28

  29. Enter the desired information into the Department field.

     

    Enter "620500".

    Step 29

  30. This box should be unchecked if the award is not coming through USCeRA.

     

    Click the F&A Requested option.

    Step 30

  31. Although the F&A requested box has been unchecked, the system still requires the distribution information. Since there is no F&A, F&A will not calculate when the process is run.

    Step 31

  32. Click in the Department field.

    Step 32

  33. Enter the desired information into the Department field.

     

    Enter "620500".

    Step 33

  34. Click in the Percentage Pledged field.

    Step 34

  35. Enter the desired information into the Percentage Pledged field.

     

    Enter "100".

    Step 35

  36. Click the Save button.

    Step 36

  37. Click the General Information tab.

    Step 37

  38. Click the Project Activities link.

    Step 38

  39. All projects must have at least one Activity. The Activity Name will be 1 and the Activity will be 1.

    Step 39

  40. Click in the Activity Name field.

    Step 40

  41. Enter the desired information into the 1 field.

     

    Enter "1".

    Step 41

  42. Click in the Activity field.

    Step 42

  43. Enter the desired information into the Activity field.

     

    Enter "1".

    Step 43

  44. Click the Save button.

    Step 44

  45. Click the Return to Project General link.

    Step 45

  46. Next, assign the project team.

     

    Click the Project Team link.

    Step 46

  47. Click the Add Team Member button.

    Step 47

  48. Click the Look up Employee ID (Alt+5) button.

    Step 48

  49. Click in the Name field.

    Step 49

  50. Enter the desired information into the Name field.

     

    Enter "Major".

    Step 50

  51. Click the Look Up button.

    Step 51

  52. Click the 1061225 link.

    Step 52

  53. Click the Look up Project Role (Alt+5) button.

    Step 53

  54. Click the PI link.

    Step 54

  55. The PI can also be the project manager unless someone else is assigned as the Project Manager.

    Step 55

  56. Click the Project Manager option.

    Step 56

  57. Click the Save button.

    Step 57

  58. Now navigate to Contracts.

     

    Click the Main Menu menu.

    Step 58

  59. Click the Customer Contracts menu.

    Step 59

  60. Click the Create and Amend menu.

    Step 60

  61. Click the General Information menu.

    Step 61

  62. Click the Add a New Value tab.

    Step 62

  63. This is the Sponsor.

    Click the Look up Sold To Customer (Alt+5) button.

    Step 63

  64. Click the SPN0000006 link.

    Step 64

  65. Click the Add button.

    Step 65

  66. Click in the Description field.

    Step 66

  67. Enter the desired information into the Description field.

     

    Enter "Award without a Proposal".

    Step 67

  68. Click the Save button.

    Step 68

  69. Click the Expand section Other Information link.

    Step 69

  70. Click the Create Award Profile button.

    Step 70

  71. Click the OK button.

    Step 71

  72. Now add the contract lines.

     

    Click the Lines tab.

    Step 72

  73. Click the Add Contract Lines button.

    Step 73

  74. Click the Search button.

    Step 74

  75. Select the product.

    Click the 3 option.

    Step 75

  76. Click the Add Contract Lines button.

    Step 76

  77. 1 contract line has been added.

    Click the Return to Contract Lines link.

    Step 77

  78. Click in the Start Date field.

    Step 78

  79. Enter the desired information into the Start Date field.

     

    Enter "12/01/2014".

    Step 79

  80. Click in the End Date field.

    Step 80

  81. Enter the desired information into the End Date field.

     

    Enter "06/30/2050".

    Step 81

  82. Click the Save button.

    Step 82

  83. Click the Detail object.

    Step 83

  84. Click the Contract Terms link.

    Step 84

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

    Step 85

  86. Click the USCSP link.

    Step 86

  87. Click ok for the warning.

    Click the OK button.

    Step 87

  88. Select the project.

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

    Step 88

  89. Click the 10002510 link.

    Step 89

  90. Click the Look up Activity (Alt+5) button.

    Step 90

  91. Click the 1 link.

    Step 91

  92. Click in the Effective Date field.

    Step 92

  93. Enter the desired information into the Effective Date field.

     

    Enter "12/01/2014".

    Step 93

  94. Click the Save button.

    Step 94

  95. Click the Return to General Information link.

    Step 95

  96. Click the General object.

    Step 96

  97. Click the Look up Contract Status (Alt+5) button to activate the contract.

    Step 97

  98. Click the ACTIVE link.

    Step 98

  99. Click the Expand section Other Information link.

    Step 99

  100. Click the View Award Profile link.

    Step 100

  101. Now add the missing information.

     

    Click in the Title field.

    Step 101

  102. Enter the desired information into the Title field.

     

    Enter "Award without a Proposal".

    Step 102

  103. Click in the Long Description field.

    Step 103

  104. Enter the desired information into the Long Description field.

     

    Enter "How to create an award without a proposal and without a budget.".

    Step 104

  105. Click the Look up Award PI (Alt+5) button.

    Step 105

  106. Click in the Last Name field.

    Step 106

  107. Enter the desired information into the Last Name field.

     

    Enter "Major".

    Step 107

  108. Click the Look Up button.

    Step 108

  109. Click the 1061225 link.

    Step 109

  110. Click the Look up Post Award Administrator (Alt+5) button.

    Step 110

  111. Click in the Last Name field.

    Step 111

  112. Enter the desired information into the Last Name field.

     

    Enter "Hambrick".

    Step 112

  113. Click the Look Up button.

    Step 113

  114. Click the 1003586 link.

    Step 114

  115. Click in the Start Date field.

    Step 115

  116. Enter the desired information into the Start Date field.

     

    Enter "12/01/2014".

    Step 116

  117. Click in the End Date field.

    Step 117

  118. Enter the desired information into the End Date field.

     

    Enter "06/30/2050".

    Step 118

  119. After you save the data, the system will give you an error and you must complete the department credit tab. The tab does not display until after you click save.

    Step 119

  120. Click in the Department Credit tab.

    Step 120

  121. Click in the Department field.

    Step 121

  122. Click in the Department field.

    Step 122

  123. Enter the desired information into the Department field.

     

    Enter "62050".

    Step 123

  124. Click the Look Up button.

    Step 124

  125. Click the 620500 link.

    Step 125

  126. Click in the Credit % field.

    Step 126

  127. Enter the desired information into the Credit % field.

     

    Enter "100".

    Step 127

  128. Click the Save button.

    Step 128

  129. Now add the budget to the project. Begin by adding the project to the commitment control definition.

    Step 129

  130. Click the Main Menu button.

    Step 130

  131. Click the Commitment Control menu.

    Step 131

  132. Click the Define Control Budgets menu.

    Step 132

  133. Click the Budget Definitions menu.

    Step 133

  134. Click the Correct History option.

    Step 134

  135. Click the Search button.

    Step 135

  136. Click the CG_CONTROL link.

    Step 136

  137. Click the Control ChartField tab.

    Step 137

  138. Use the scrollbar to view additional information on the page.

    Step 138

  139. Click the Add a new row at row 10 (Alt+7) link.

    Step 139

  140. Click the Look up Range From (Alt+5) button.

    Step 140

  141. Click in the Project field.

    Step 141

  142. Enter the desired information into the Project field.

     

    Enter "10010461".

    Step 142

  143. Click the Look Up button.

    Step 143

  144. Click the 10010461 link.

    Step 144

  145. Click in the Range To field.

    Step 145

  146. Enter the desired information into the Range To field.

     

    Enter "10010461".

    Step 146

  147. Click the Control Option list.

    Step 147

  148. Click the Control list item.

    Step 148

  149. Click in the Begin Date field.

    Step 149

  150. Enter the desired information into the Begin Date field.

     

    Enter "04/01/2015".

    Step 150

  151. Click in the End Date field.

    Step 151

  152. Enter the desired information into the End Date field.

     

    Enter "06/30/2016".

    Step 152

  153. Click the Save button.

    Step 153

  154. Click the OK button.

    Step 154

  155. Click the OK button.

    Step 155

  156. Click the Main Menu menu.

    Step 156

  157. Click the Commitment Control menu.

    Step 157

  158. Click the Define Control Budgets menu.

    Step 158

  159. Click the Budget Definitions menu.

    Step 159

  160. Click the Correct History option.

    Step 160

  161. Click the Search button.

    Step 161

  162. Click the CG_EXPENSE link.

    Step 162

  163. Click the Control ChartField tab.

    Step 163

  164. Use the scrollbar to view additional information on the page.

    Step 164

  165. Click the Add a new row at row 10 (Alt+7) link.

    Step 165

  166. Click in the Range From field.

    Step 166

  167. Enter the desired information into the Range From field.

     

    Enter "10010461".

    Step 167

  168. Click in the Range To field.

    Step 168

  169. Enter the desired information into the Range To field.

     

    Enter "10010461".

    Step 169

  170. Click the Control Option list.

    Step 170

  171. Click the Tracking w/ Budget list item.

    Step 171

  172. Click in the Begin Date field.

    Step 172

  173. Enter the desired information into the Begin Date field.

     

    Enter "04/01/2015".

    Step 173

  174. Click in the End Date field.

    Step 174

  175. Enter the desired information into the End Date field.

     

    Enter "06/30/2016".

    Step 175

  176. Click the Save button.

    Step 176

  177. Click the OK button.

    Step 177

  178. Click the Main Menu button.

    Step 178

  179. Click the Grants menu.

    Step 179

  180. Click the Awards menu.

    Step 180

  181. Click the Award Profile menu.

    Step 181

  182. Click the Award ID list.

    Step 182

  183. Click the contains list item.

    Step 183

  184. Click in the Award ID field.

    Step 184

  185. Enter the desired information into the Award ID field.

     

    Enter "4882".

    Step 185

  186. Click the Search button.

    Step 186

  187. Click the CON0004882 link.

    Step 187

  188. Click the Funding tab.

    Step 188

  189. Click in the Start Date field.

    Step 189

  190. Enter the desired information into the Start Date field.

     

    Enter "04/01/2015".

    Step 190

  191. Click in the End Date field.

    Step 191

  192. Enter the desired information into the End Date field.

     

    Enter "03/31/2016".

    Step 192

  193. Click the Save button.

    Step 193

  194. Click the Main Menu button.

    Step 194

  195. Click the Grants menu.

    Step 195

  196. Click the Awards menu.

    Step 196

  197. Click the Project Budgets menu.

    Step 197

  198. Click in the Project field.

    Step 198

  199. Enter the desired information into the Project field.

     

    Enter "10010461".

    Step 199

  200. Click the Search button.

    Step 200

  201. Click in the Account field.

    Step 201

  202. Enter the desired information into the Account field.

     

    Enter "53000".

    Step 202

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

    Step 203

  204. Click the CL034 link.

    Step 204

  205. Click in the Fund Code field.

    Step 205

  206. Enter the desired information into the Fund Code field.

     

    Enter "K1000".

    Step 206

  207. Click in the Department field.

    Step 207

  208. Enter the desired information into the Department field.

     

    Enter "115300".

    Step 208

  209. Click in the Class Field field.

    Step 209

  210. Enter the desired information into the Class Field field.

     

    Enter "200".

    Step 210

  211. Click in the Activity field.

    Step 211

  212. Enter the desired information into the Activity field.

     

    Enter "1".

    Step 212

  213. Click the Look up Budget Item (Alt+5) button.

    Step 213

  214. Click the SUPPLIES link.

    Step 214

  215. Use the scrollbar to view additional information on the page.

    Step 215

  216. Click in the Amount field.

    Step 216

  217. Enter the desired information into the Amount field.

     

    Enter "10000.00".

    Step 217

  218. Click the Add a new row at row 1 (Alt+7) link.

    Step 218

  219. Click in the Account field.

    Step 219

  220. Enter the desired information into the Account field.

     

    Enter "59990".

    Step 220

  221. Click in the Operating Unit field.

    Step 221

  222. Enter the desired information into the Operating Unit field.

     

    Enter "CL034".

    Step 222

  223. Click in the Fund Code field.

    Step 223

  224. Enter the desired information into the Fund Code field.

     

    Enter "K1000".

    Step 224

  225. Click in the Department field.

    Step 225

  226. Enter the desired information into the Department field.

     

    Enter "115300".

    Step 226

  227. Click in the Class Field field.

    Step 227

  228. Enter the desired information into the Class Field field.

     

    Enter "200".

    Step 228

  229. Click in the Activity field.

    Step 229

  230. Enter the desired information into the Activity field.

     

    Enter "1".

    Step 230

  231. Click the Look up Budget Item (Alt+5) button.

    Step 231

  232. Click the INDIRECT COSTS link.

    Step 232

  233. Click in the Amount field.

    Step 233

  234. Enter the desired information into the Amount field.

     

    Enter "4500.00".

    Step 234

  235. Click the Save button.

    Step 235

  236. Click the Finalize button.

    Step 236

  237. Click the OK button.

    Step 237

Congratulations, you have successfully learned how to create an award without a proposal, and with a budget.

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