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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:

  • Stand alone grant worktag(s)
    •  Startup, Retention, Comotion-Royalty, Departmental Research Support, Residual Balance
  •  Cost Center
  • Program or activity worktag

Note: It cannot be a sponsored program grant worktag
Activity Location Select the location from the drop-down menu. Choices are:

    • APL
    • South Lake Union Campus
    • Off Campus
    • On Campus
    • Research Vessel
    • Wa Natl Primate Research Center  (WaNPRC)
    • Harborview
  • VA Med Ctr

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:

  • If the value is not “Multiple”, then the value is the rate from the page
  • If the value is “Multiple” and there is a linked budget, the default value is the budget’s Primary worksheet’s F&A rate
  • Otherwise, no default value displays
Parent Budget F&A Base Type Select the base type from the drop-down menu. Choices are:

  • Salary & Wages (S&W)
  • Total Direct Costs (TDC)
  • Modified Total Direct Costs (MTDC)
  • Total Direct Costs less Equipment & Tuition (TDC less E&T)
  • Custom…

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.

advance general information section

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