Creating a New Program Record to Capture Spending for a Reimbursable Project
Process
This job aid describes steps to create a new Program Record to capture spending for a Reimbursable Project.
1. Enter PROG in the Global Search field
2. Select Create
3. Complete the General Information section
Select a Department from the pick list
Enter a unique Program Code
Enter an applicable Name
Verify that the Active checkbox is checked
Verify that the Budgeting checkbox is checked
4. Complete the General Options tab
Verify that the Reimb Eligible checkbox is checked
Select Reimb Status: Allowed for Reimbursement
Enter the Billing Agreement Date
Select a Drawdown Group from the pick list if one exists for this Major Program
5. Complete the Rollups tab
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
6. Select Save.
