Advance General Information
The General Information section contains basic information about your request. All of these data fields are required.
Field | Description |
---|---|
Advance Budget Start Date | The start date for the advance. |
Advance Budget End Date | The end date for the advance. The system will add a default date that is one year after the start date. You can edit the value. |
(clock icon) | Cumulative duration, system calculated |
Reason for Request | Explain the reason for this advance request. You can enter up to 300 characters. |
Sponsor | Defaults to the Sponsor of the associated application. You can edit the value. |
Sponsor Type | Designates whether the sponsor is federal government, or other. |
On/Off Toggle Switch | Indicate whether the funding originates from a different entity than the selected sponsor |
Cost Center Receiving Funding on Advance | Defaults to the Cost Center Receiving Funding of the associated application. You can edit the value. |
Alternative Department Worktag | Enter any additional Worktags:
Note: It cannot be a sponsored program grant worktag |
Activity Location | Select the location from the drop-down menu. Choices are:
If you have a budget connected to your application, then the default value will be the Primary Worksheet’s Activity Location. |
Parent Budget F&A Rate | Defaults to the Facilities & Administrative rate on the application’s Budget & Fiscal Compliance page, as follows:
|
Parent Budget F&A Base Type | Select the base type from the drop-down menu. Choices are:
If you have a budget connected to your application, then the default value will be the Primary Worksheet’s Activity Location. |
Custom F&A Base Type Details | This field only displays when you select Custom for the Parent Budget F&A Base Type. You can enter up to 300 characters in the field. This is required when using a custom base type. You should provide details on which costs are excluded from F&A. |
Select the prior budget for this request: | Select the prior budget to link to the Advance. The Budget Number, Start Date, End Date, Short Title, and Sponsor Award Number will display. |
The image below shows this section, with data from the associated application.
Use the Next Section button at the bottom, right of the page to navigate within your advance.