![]() ![]() FebruUpdated to remove requirement for baselining project budgets.If allowable, rollback award end date and then close date Note: Rolling back only the project or task will change the account relationship time period.Ĭheck to see if transactions exist outside of the date range. Verify that award budget is entered in a budget period that corresponds with the new project/task/award period. The following chart outlines the steps to take in the RF business applications for each type of date change that may be requested.Ĭheck to see if transactions exist outside of the date range. Required Steps in the RF Business Applications Baselining the BudgetĪll date changes require the successful baselining of the award budget. For example, if the start date is changing from 10/1/04 to 12/1/04, the budget currently is entered in OCT-04 budget column and would need to be moved to the DEC-04 budget column. Some date changes may require the existing award budget to be moved to a budget period that corresponds with the new time period for the account relationship. Therefore, the award date will only be able to be changed to 12/1/04. However, functionality on the award date will still read the transaction lines.You will successfully be able to change the project/ task/installment(s) to 10/31/04. ![]() Payroll encumbrance exists dated 12/1/04.These items can be changed to the last transaction item date. ![]() Transferred transactions still exist as transaction lines and will prohibit some parts of the account relationship (project/task/award/installments) from being changed. If transactions exists that are not within the time period to be established, the appropriate department must be notified and the transactions must be reviewed and appropriate actions taken prior to changing dates. When you change dates, you must first decide if transactions (expenditures or encumbrances) exist that are outside the "new" time period. Therefore, when processing a date change the project/task/award and installment(s) must be changed in order for the “new” time period to be created.ĭate changes can be processed for a variety of reasons, including amendments received from sponsors, pre-award costs, automatic renewal authorization, etc. The overlapping period of the project/task/award and installment(s) defines the time period available for transactions. BackgroundĪn account relationship consists of a project/task/award (and installment) combination. The purpose of this procedure is to outline the steps to take when changing dates on the project, task, and award in the grants management module of the Research Foundation (RF) business applications. Date Amendments: Changing Start and End Dates in Grants Management Date Amendments: Changing Start and End Dates in Grants Management Purpose ![]()
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