How To Import Awards

Awards may be created from a fund opportunity (for clients with Competitive Award Management), a fund, or as a standalone award. Grant awards are created from a grant or grant opportunity.

Organizational Admin and Fund Admin can import multiple awards using the Awards Import Template (recommended) or their own Excel file. The Awards Import Template includes the Recipient*, Responsible Person*, Award Identification Number, Awarded Date*, Length of Award Years*, Length of Award Months*, Start Date*, Description, Unique Identifier, Status, Funding Source Type*, Funding Source Name*, Funding Source Amount*, and Funding Opportunity fields. Required fields have asterisks (*) next to their names.

1. Open Award Management>Awards.
2. Click the   (Import icon) in the Icon Bar.
3. Select an Import Type from the drop down list. You can choose from Award Import, Budget Import, and Performance Plan Import.
4. In the pop-up window, click Choose a file to select a file from your computer.
5. Select the Destination field for each Source column. If you are using the Awards Import Template (recommended), the source and destination fields should match.
6. Click Import.