Creating an Award without a Proposal and without 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 defaults to "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. You 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 Option 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.

    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. 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. Next, you will 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. Click the Lines tab.

    Step 72

73. Click the Add Contract Lines button.

    Step 73

74. Click the Search button.

    Step 74

75. Click the 3 option.

    Step 75

76. Click the Add Contract Lines button.

    Step 76

77. Note that one 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 the OK button.

    Step 87

88. Click the Look up Project (Alt+5) button to select the project.

    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 tab.

    Step 96

97. Next, you will activate the contract.

     

    Click the Look up Contract Status (Alt+5) button.

    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. Your next step is to 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 system will give you an error. You must complete the Department Credit tab to continue. 

      

     This tab does not display until after you click save.

     Step 119

120. Click in the Department field.

     Step 120

121. Click in the Department field.

     Step 121

122. Enter the desired information into the Department field.

      

     Enter "62050".

     Step 122

123. Click the Look Up button.

     Step 123

124. Click the 620500 link.

     Step 124

125. Click in the Credit % field.

     Step 125

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

      

     Enter "100".

     Step 126

127. Click the Save button.

     Step 127

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

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