Creating a New Program Record to Capture Spending for a Non-Reimbursable Project

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Process

This job aid describes steps to create a new program record to capture spending for a Non-Reimbursable project.

1. Enter PROG in the Global Search field. 

PROG Global Search

2. Select Create to create a new line for the new record or search for an existing Program

Select Create
PROG Search to add new line

3. Complete the General Information tab.

a. Select a Department from the pick list.

b. Enter a unique Program Code.

c. Enter an applicable Name.

d. Enter a Short Name.

e. Verify that the Active checkbox is checked.

f. Verify that the Budgeting checkbox is checked.

Create Program - Dept, Name, Short Name, Budgeting box, Active Box, Program highlighted

4. Complete the General Options tab.

a. Select a Drawdown Group from the pick list if one exists for this Major Program.

b. Enter the Billing Agreement Date.

c. Select Reimb Status: <Blank>.

d. Verify that the Reimb Eligible checkbox is unchecked.

e. Select a Dropdown Group from the pick list if one exists for this Major Program.

General Options Section - Drawdown, Billing Agreement Date, Reimbursement Status , Verify Reimbursement Eligible highlighted

5. Complete the Rollups tab.

a. Select the Program Group that is associated with the Program from the pick list, if applicable.

b. Select the Program Type that is associated with the Program from the pick list, if applicable.

c. Select Save

Rollups Section - Program Type and Program Group highlighted