Manage Funding In this training module, you will be guided through the process of adding funding and funding documents to a requirement package. This feature will only be available before submitting to the contract specialist.

Table of Contents Objectives Locate Record Related Actions– Manage Funding Manage Funding Form Review Manage Funding Dashboard Summary The topics for this section are ordered to assist in the overall sequence of the Manage Funding Requirement feature.

Lesson Objectives Objective: Upon completion of this lesson the user will be able to: Add Funding to a Requirement. At the end of this session, you will be able to add funding and funding documents to a requirement.

Locate Record The Requirement Package can be accessed from “My Requirements” on the Landing Page. To mange funding for a requirement, you must first find the requirement. The main access to your requirement is through the main Landing Page. Click on the identifier link for the specific requirement. This will open the Summary Dashboard for that requirement.

Related Actions: Funding Information Dashboard Select the “Funding Information” Dashboard (left navigation menu), and then click the Manage Funding Related Action (top-right corner). To manage funding, select the “Funding Information” dashboard from the left navigational menu bar. This will take you to the Funding Dashboard. Here you can review any current funding and manage funding. To manage funding, click the “Manage Funding” button at the top-right side of the dashboard.

Click “Add” to add a new funding requirement. Manage Funding Form Click “Add” to add a new funding requirement. To add a new funding document, click the “Add” button in the middle of the page.

Manage Funding Form (cont.) Complete these fields: Document Number, Type, Expiration Date, Total Amount and upload the Funding Document. Click “Save” to submit the form. Fill out the form with the following information: document number, type, expiration date, total amount, and the funding document. To save the form for submission with the requirement, select the “Save” button. The CFill out the form with the following information: document number, type, expiration date, total amount, and the funding document. The cancel button closes the form with no action taken. Cancel button closes the form with no action taken.

Once funding information has been added, it can be edited or deleted. Manage Funding Dashboard Once funding information has been added, it can be edited or deleted. Place a checkmark to the left of the funding document you want to modify or delete. Click “Edit” to modify the funding document’s original information, or “Delete” to permanently delete all funding information for the selected requirement. By checking the checkbox to the left of the funding document, you are able to modify or delete the funding information including the funding document. By clicking “Edit”, you will be able to modify any of the original information including the funding document. By clicking “Delete”, you will permanent delete all information for that funding.

Click “Funding Information” to display all funding entered. Manage Funding Dashboard (cont.) Click “Funding Information” to display all funding entered. The funding information dashboard will show all funding entered.

In this lesson the user learned how to: Summary In this lesson the user learned how to: Add Funding to a Requirement. In this lesson you learned to add funding and funding documents to a requirement. The next training modules will step you through the process of managing enclosure documents.