How To Configure Grant Settings

The Settings section of the Post-Award tab holds configuration settings for the grant's risk, budget and performance plan, reminders, and other general settings such as reporting periods, financial code, and expenses entry method.

Grant settings include reporting periods, financial code, and expenses entry method.

1. Open Grant Management>Grants>All Grants.
2. Click a grant name.
3. Open the Post-Award tab>Settings>Grant Settings.
4. Click the  (Edit icon) in the Icon Bar.
5. Select the Budget Reporting Period.
6. Select the Due Date for Budget Items (optional). This is the date that budget items must be submitted to the funder for the reporting period.
7. Select the Performance Reporting Period.
8. Select the Due Date for Performance Items (optional). This is the date that performance items must be submitted to the funder for the reporting period.
9. Select the HR Actual Entry Method.
   

    Note:If Import Only is selected, users will not be able to add, edit, or delete line item expenses.

10. Select the GL Actual Entry Method.
    

     Note: If Import Only is selected, users will not be able to add, edit, or delete line item expenses.

11. Select Allowable Amendment Types. This controls the types of amendment records that can be created. For sub-awards, this setting will configure the types of amendment requests the sub-recipient can submit. 

12. On the Add Expenses To Payment Requests By field, select how sub-recipients should add expenses to payment requests.
    • Date Range: Reviewed or closed expenses can added to payment requests by their expense date 
    • Reporting Periods: Only expenses that are closed out in reporting periods can be added to payment requests 
    • Date Range and Reporting Periods: Reviewed or closed expenses can be added to payment requests by reporting period or by date 
13. Add the grant Financial Code (optional). This is a unique code that will help identify the grant during import.
14. Click Save.