Tag Archives: Tasklist

Why aren’t the items in my tasklist sorting correctly when I click a column heading?

Try opening the Tasklist Options and clicking Clear Sorting to clear any existing sort order, then click the column you want to sort on. Sorting is cumulative in SPAERC, which means that if you click a second column without clearing the existing sort order, items will be sorted by the first column and then the second column.

Note: You can also sort items in your tasklist by using the Initial Sorting for Items section of the Tasklist Options, then updating the view.

SPAERC organizes items into tasklists to help you manage your work. The tasklist displays all items of a specific type.

SPAERC includes five item tasklists:

  • Applications
  • Funding Actions
  • Subawards
  • Cycles
  • Admin Actions

The following image shows the set of tasklist tabs.

spaerc banner

A sixth tab, Administration, displays a drop-down menu when you place your mouse over it. It includes a few choices, depending on your ASTRA role.

Full details are available in the Tasklists section.

If you have information about an item that is in a cycle you want to view, you can use the item to open the cycle. You can do this from the Tasklist of any Application, Funding Action, or Admin Action or from the opened item itself.

To open a Cycle from the Tasklist of an Item in the Cycle

  1. From the Tasklist, find the item that is in the Cycle you want to open.
  2. Click action to display the menu for that item.
  1. Click Open Cycle to open the Cycle Details page in a new window.

open cycle from tasklist actions button

To open a Cycle from an item in the Cycle

When you are working directly in an item, you can navigate to its parent Cycle from the open item.

  1. From the open item, hover over the Cycle Details Tab to view the cycle details (including the Cycle ID Number) and links to other items in the Cycle.

open cycle from cycle details tab flyout

  1. Click View Cycle Details. This will refresh the window to display the Cycle Details page.

Note: If the item is not in a Cycle, then the Actions +  menu will not include the “Open Cycle” link, and the Cycle Details tab will not display any details.

The following table describes the columns on the Cycle Tasklist and the type of information included in each column. The columns are listed in alphabetical order.

Tasklist Field Description
Assigned To By default, a newly-created cycle is assigned to File. You cannot change the assignment.
Mod Nbr Award Modification Number on a Funding Action, or the Modification Number on a Subaward Action
Org Rcvg Funding Name of Organization Receiving Funding; populated from the first child item added to the cycle
Org Rcvg Funding Code Code of Organization Receiving Funding; populated from first child
PI Name Principal Investigator; populated from first child
Short Title Also known as the Budget title; populated from first child
Sponsor Name Populated from first child

You can personalize your tasklist to display only the information you’re interested in tracking. For example, you can define the columns that display and the order of the columns, among other things.

The following table describes the column options for the Admin Actions Tasklist and the type of information included in each column. The columns are listed in alphabetical order.

Tasklist Column Description
AA Category Type AA, PAN, PAC, CO, or NAA
AA Types Carryover, SFI Clearance, Multiple Types, etc.
Assigned To Initially, the OSP staff person who creates the action
Assigned To Date When the item was assigned
Award End Date CO only; manually entered
Closeout Deadline Date CO only; manually entered
Closeout Delinquent Date CO only; system-generated; equal to Closeout Deadline Date plus 30 days
Comments Content of the OSP Comments field
Cycle # Cycle the action is associated with
Date Created Date the action was created
Has Attachments? Icon (blue page with folded corner) displays if the action has any attachments
On Compliance Hold? Icon (yellow octagon with red letter C) displays if the action is on Hold for compliance
On Non-Compliance Hold? Icon (yellow octagon) displays if the action is on Hold for non-compliance reasons
Org Rcvg Funding Name of Organization Receiving Funding; inherited from parent
Org Rcvg Funding Code Code of Organization Receiving Funding; inherited from parent
PI Name Name of Principal Investigator; inherited from parent
Short Title Also known as the Budget title; inherited from parent
Sponsor Award # Inherited from parent or entered on the action
Sponsor Name Inherited from parent
Status System generated; initial status upon creation is In OSP
WIAP Value (YES or blank) for the WIAP question

You can personalize your tasklist to display only the information you’re interested in tracking. For example, you can select which columns display and the order of the columns, among other things.