Award Distributions in SP 4.0

Sponsored Projects allows Award Administrators to enter and track Account & Distribution Summary details for Awards.

Once an Award is created, the Account tab should display the following information:

• Total Expected Amount
• Obligated Amount
• Total Distributed
• Remaining to be Distributed

Adding a Distribution Account

To track distributions made from an Award, accounts must be added in the Account tab. 

1. From the Award tabs, click Account.
   
   
   
   
2. Click + Add Account.
   
   
   
   
3. Enter the account identifier number in the Account column (can be alphanumeric).
   
   
   
   
4. Enter the distribution amount in the Distributed column.
   
   
   
   
5. Select a status from the Account Status column.
   
   
   
   
6. Click Save. 
   
   

The 'Total Distributed' and 'Remaining to be Distributed' amounts will automatically update to reflect the new account totals.

Editing a Distribution Account

1. From the account tab, click the pencil icon for the account you'd like to edit.
   
   
   
   
2. Update information as needed. Click Save.
   
   

The 'Total Distributed' and 'Remaining to be Distributed' amounts will automatically update to reflect the edited account totals.

Deleting a Distribution Account

• From the account tab, click X next to the account you'd like to delete. Caution: There is no warning prior to deletion.
  
  

The 'Total Distributed' and 'Remaining to be Distributed' amounts will automatically update to reflect the removal of the deleted account. 

Automatic Distribution Updates

If permitted by your institution, automatic distribution updates may be setup by your developer using an API connection.