A Funds tab can be found on all Award records in SP 4.0. It is visible to any user with access to an Award record.
The purpose of the Funds tab is to populate SP 4.0 awards with funding information, enabling users to view the amount of money that is being spent for different accounts linked to that award.
Depending on the provisions of your tenant, the Funds tab will look one of two ways.
Video Overview
Tenants Provisioned With Fund Manager
If your tenant is provisioned with Fund Manager, the Funds tab will display the following:
Users with edit access on the award can search for any fund that has been defined in Fund Manager and select it to link that fund to the award. Funds can be searched for by fund code, fund name, or PI name. Funds can be added while the award is in any status.
After selecting a fund from the drop-down menu, a fund summary will display in the Funds tab with data pulled from the Fund Manager record. Users with edit access on the award have the ability to remove the selected funds by selecting the X icon on the fund summary while the award is in any status.
This fund summary will include the following data:
- Fund Code
- Fund Name
- PI name
- Obligated Direct Cost
- Obligated F&A
- Total Obligated
- Direct Cost Expenses to Date
- F&A Expenses to Date
- Total Expenses to Date
- Direct Cost Budget Remaining (% amount and $ amount)
- F&A Budget Remaining (% amount and $ amount)
- Total Budget Remaining (% amount and $ amount)
Tenants Provisioned Without Fund Manager:
If your tenant is not provisioned with Fund Manager, the Funds tab will display the following:
Instead of linking to a record in Fund Manager, fund information will need to be entered manually by clicking on the blue Add Fund button.