Functional Area: Grants Management / Create Grant Group
Purpose
Use this procedure to link multiple grants into a Grant Group for reporting purposes.
Trigger
Perform this procedure when you need to set up multiple grants for a single award. As examples:
- A Principal Investigator receives an award and assigns tasks and budgets to different Investigators. Each Investigator has his or her unique grant and these grants are linked to the primary award via a Grant Group for reporting purposes.
- A multi-year grant is assigned different grant numbers and the total project is linked via Grant Group for reporting purposes.
None
Menu Path
Use the following menu path to begin this transaction:
- SelectAccounting Public Sector Management Grants Management Master Data Grants and Grant Groups Grant Groups Create Grant Group to go to the Create Grant Group: Initial Screen.
GM_SETS_GRANT1
Helpful Hints
- The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
- On certain screens you may have to scroll to view some data entry fields.
Work Instruction
Functional Area: Grants Management / Create Grant Group
Procedure
1. / Start the transaction using the menu path or transaction code.
Create Grant Group: Initial Screen
2. / As required, complete/review the following fields:
Field / R/O/C / Description
Grant Group / Required /
Example:
NS12340
A means of combining grants for reporting purposes
UC will use two levels: Grant Group and Sub-Grant Group.
3. / Click .
Create Grant Group: Structure
4. / As required, complete/review the following fields:
Field / R/O/C / Description
Description (unlabeled field to the right of the Grant Group) / Required / Short text description of Grant Group
Example:
NS12340 Main Grant Group
5. / Click on the Grant Group.
6. / Click .
Create Grant Group: Structure (2)
7. / As required, complete/review the following fields:
Field / R/O/C / Description
Sub-Grant Group (unlabeled field under the Grant Group field) / Required / Name of Sub-Grant Group
Example:
NS12340-01
This will be the Grant Group name followed by a dash and 2-digit year indicator.
Description (unlabeled field to the right of the Sub-Grant Group) / Required / Short text description of Sub-Grant Group
Example:
NS12340 Year 01 Sub Grant Group
8. / Click to validate your entries.
Create Grant Group: Structure (3)
9. / Review the displayed information.
10. / Perform one of the following:
If You Want To / Then / Go To
Assign grants to the group or sub-group / 1. Click on the Group or Sub-Group for which you want to assign grants.
2. Click . / Step 11
Save the new grant group / Click .
The system displays the message: “The changes have been saved.” / Step 15
Create Grant Group: Structure (4)
11. / As required, complete/review the following fields:
Field / R/O/C / Description
Grant number (unlabeled field below the Grant Group or Sub-Grant Group field) / Required / Grant number
Example:
1000003
Enter all grant numbers included in the group.
12. / Click .
Create Grant Group: Structure (5)
13. / Review the displayed information.
/ The system displays the grant numbers in the left column and the names of the grants displays in the right column. It is not necessary to delete the unused blank lines. The system removes these lines when the Grant Group is saved.
14. / Click .
/ The system displays the message: “The changes have been saved.”
15. / Click until you return to the SAP Easy Access screen.
16. / You have completed this transaction.
8/18/2017
Ver: / 09_GM_GM_SETS_GRANT1_Cr Grant Group_0_GMgmt.udc
© University of Cincinnati / 1/8
Work Instruction
Functional Area: Grants Management / Create Grant Group
Result
You have linked multiple grants into a Grant Group for reporting purposes.
Comments
The Grant Master Records needs to be updated with the new Grant Group information.
8/18/2017
Ver: / 09_GM_GM_SETS_GRANT1_Cr Grant Group_0_GMgmt.udc
© University of Cincinnati / 1/8