Creating a New Program Record to Capture Spending for a Reimbursable Grant

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Process

This job aid describes steps for establishing Program Periods to Denote the Grant Award Periods for a Reimbursable Grant.

1. Enter PROG into the Global Search field.

2. Select Create to create a new line for the new record.

3. Complete the General Information section

Select a Department from the pick list
Enter a unique Program Code
Enter an applicable Name
Expand the Show More caret
- Verify that the Active checkbox is checked
- Verify that the Budgeting checkbox is checked

4. Complete the General Options section

Select Reimb Status: Allowed for Reimbursement.
Verify that the Reimb Eligible checkbox is checked.
Enter the Billing Agreement Date.
Select a Dropdown Group from the pick list if one exists for this Major Program.

5. Complete the Rollups section

Select the Program Group that is associated with the Program from the pick list if applicable.
Select the Program Type that is associated with the Program from the pick list if applicable.
Select Save

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