How To Create a Standalone Award

Awards may be created from a fund or as a standalone award. If an award is created from a fund, the fund will be listed as the award's funding source.

1. Open Fund Management>Awards.
2. Click the  (Create icon) in the Icon Bar.
3. In the pop-up window, select an award Recipient.
4. Select your organization’s Responsible Person for the award (optional). This list pulls from Contacts>Staff.
5. Add an Award Identification Number (optional). This a reference number for an external system.
6. Add Award Name (optional). If no award name is provided, the name will default to "Recipient Name - Award."
7. Add Awarded Date, Length of Award in years and additional months, and Start Date.
8. Add a Description (optional).
9. Add a Unique Identifier (optional).
10. In the Funding Information section, select a Funding Type and funding source.
11. Click the   (Add icon).
12. Add Source Amount from funding source.
13. Add Business Unit (optional field). This field can be used as a unique identifier to track the dollars from the funding source on this award.
14. Click Create.