This article is intended for: Reviewers of an Operational Budget, but can be used by any User Type.
Use this article after: Contributors have submitted Funding Packages to be reviewed.
Note: You can select any image below to zoom in.
Funding Packages, which are created by Editors and/or Contributors, are requests for new positions in Personnel Budgeting while simultaneously requesting Operational Budgeting Account amounts.
Note: If given the permission to, Reviewers can review submitted and approved Funding Packages in the Funding Packages tab. Reach out to an Editor with any questions.
In the Funding Packages tab, select the hyperlinked funding package Name to open it.
In General Information, you can review the funding package name, description, any included justification details, and the linked Personnel Budget, if there is one. Select the Next: Package Details button in the lower right corner to continue.
Here you can review Attachments, Revenue and Expense accounts and itemizations that have been requested with the funding package, and requested Personnel positions, if there are any.
Pro Tip: Reviewers can add Comments and Attachments here by selecting the numbers in the Comments and Attachments column, then selecting the Add Comment or Add Attachment button(s).
Select the Next: Review button in the lower right corner to view all of the Funding Package details.
Pro Tip: Monitor status and completion of Funding Packages by utilizing the Progress Tracker.
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