Systems Support

Purpose: Demonstrates how to create an Operating Grant and Project where department is not using the the Billing or AR modules

Video Topics:

Create Proposal

Populate Proposal page

Populate Projects page

Populate Location page

Populate Budgets page

Verify F & A and Pricing Setup

Submit Proposal

Generate Award (Project and Contract created)

Update Contract

Set up Billing Plan

Set up Amount Allocation

Set up Accounting Distribution

Review Contract Terms

Activate Contract

Confirm Billing Plan and Revenue Plan status “Ready”