Change Project Types

How do I Change the Project Type?

Overview

Currently in 9.0 grant transactions in Compass utilize the Fund Code to distinguish between Federal and Non-
Federal grants. Any errors in Grants classification (Federal vs. Non-Federal) results in significant corrections
where all the expenditures must be reclassified from the old Fund Code (smart key) to new Fund Code (smart
key). These expenditures that net to zero must be processed thru Billing and Accounts Receivables too. The
incorrect recording of Fund Code also impacts the fringe calculations for payroll entries which relies on
federal/non-federal designation at the transaction fund level.

In the new 9.2 world, Federal/Non-Federal designation will default at the project level by utilizing Project Type
value while using one designated fund code 5700 for all grants transactions. A nightly batch process reports
project type exceptions that are not in sync with corresponding sponsor type allowing manual correction by
the user. The Project Type change function will allow Project Type field to designate a project as Federal or
Non-Federal. The Project Type change will trigger the necessary fringe calculations/adjustments to be
automatically performed without user intervention.

     ï‚· In 9.0, Project Type captures Program Income (PRGINC) or Pre Award Number (PAN) which will now be captured as
         supplemental data on the Project.

Navigation

Grants > Emory Award Setup > Emory Award Setup Entry Page

Steps To Be Completed

    A. Open Award/Proposal Setup

Changing the Project Type                                                The Find an Existing Value tab is the default screen that
                                                                         displays when you click the abovementioned navigation.
              1
                                                                 2  1. Click Find an Existing Value tab.

        3                                                           2. You can use any or a combination of
                                                                       Search Criteria values to identify the
                                                                       correct Award:

                                                                              ï‚· Award Setup ID
                                                                              ï‚· Award Setup Type
                                                                              ï‚· Contract
                                                                              ï‚· Proposal ID

                                                                    3. Click the Search button.

                                                                         The Award/Proposal Setup page displays.

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