Extending an Advance
Request an Extension
To request an extension of an existing Advance budget number:
- You must have edit access to the existing advance, New or Renewal
- The advance must have a status of Processed
- The advance must be active, which is defined as any advance with a start date within the past 18 months
On your My Advance Requests tasklist, select the Processed status check box to filter your list. Those existing advances that can be extended will display an “Extend” link in the Options column at the far right. The following image shows a partial tasklist with the link appearing for one item.
Selecting the Extend link in the Options column opens an extension request. You will see a header section across the top of the page. This header remains visible regardless of what part of the advance you are viewing.
The following image shows an example advance header for an advance extension request that is in Composing status.
The header contains the following items, reading from left to right:
- A blue arrow, pointing to the left, which is a link back to your Advances list.
- The title “Advance Budget Extension Request” followed by the request’s unique reference number, in parentheses, with the prefix ADV. For example: ADV25111.
- The number for the Associated Advance Request. Clicking on the advance number will open it in a new tab.
- The Advance Budget number assigned from the associated advance.
- Request Status, the current status of this item.
- At the far right, a “more options” menu icon appears. The icon is three, blue vertical dots. The menu choices are:
- Add Comment – displays entered text on the Comments & History page
- Delete request – when the status is Composing, you can delete your request
The Navigation Menu is a list of links for navigating to the sections of your advance extension. When you select a section, its name will change to bold font and be highlighted with a light blue shading. The following image shows an example of a left navigation menu, with the Request Extension section highlighted. A new request opens to this section by default.
Request Extension Section
Use the this section to select an end date for your request and indicate the budget(s) you want extended.
An alert will display at the top of the page, which reads “Cost share set up in eFECS, if applicable, will be automatically extended by GCA when this request is approved.” The following image shows this alert.
The Select End Date area includes an end date input field, the sponsor name, and a reason for extension input field. Below the end date field, you will see a statement “You can extend through date” based on the maximum length of an extension, which is 18 months. You cannot enter a date that is prior to the associated advance end date. Both an end date and reason are required. You can enter up to 300 characters for the reason.
Once you have entered an end date, the system will calculate and display the Total Requested Duration, to the right of the date.
The following image shows this part of the section, before any data is entered.
The Select Budgets to Extend area lists the budget being extended. To the left of the first column is a check box. Select this to include that budget. By default, the Parent budget will be selected and cannot be unselected. Any sub-budgets listed must also be selected to be extended.
The following values display for each budget:
- Budget No.
- Start Date
- End Date
- Short Title
- PI Name
- Org Receiving Funding
- Type – parent budget or sub-budget
The following image shows an example of this area, with the Parent budget selected by default, and one of the two sub-budgets selected.
Once the required fields are completed, the Request Extension button will be enabled. Select it to route your extension for processing. The extension will become read-only with a status of In GCA.
GCA will process the request and send the notification. Please note that the Advance Budget Extension page does not require campus approvals, so it does not display an approval flow. Department reviewers for the financially responsible organization on the associated advance will be notified that an extension request has been submitted.
The Access & Roles section and the Comments & History section are the same as that for a new advance request.