Close an IADF Project & Award


Purpose

The following guide is intended for IADF Award Recipients who are looking to view or complete any of the following actions:

Action

Note: Some examples of when closing an IADF Project may occur can be due to the work on the project concluding, the IADF funds no longer being available to the recipient, or the IADF recipient no longer being employed with the University.

Note: For awards set up without a defined end date, this process will update the end date of the award to prevent additional costs from hitting the award.

Terminology

•    Project Financial Management: This module allows the user to edit or update information regarding the finances of the project.

 Close an IADF Project

  1. Log-in to Oracle by selecting the Company Single Sign-on button.    

  1. Using the navigator navigate to Projects.
  2. Select Project Financial Management.       

  1. Search your project by Expanding the Search section.
  2. Enter either your Project Name or Number.
  3. Clear the default Team Member.
  4. Select Search.  

  1. Scroll down to the Search Result section and drill into the project by selecting the Project Name or Project Number. 

  1. Select the Taskbar.
  2. Under Initiate, select Manage Financial Project Settings.    

 

  1. Under Basic Information, Select Change Status to close the project to prevent any further costs from being incurred against it.

  1. A new window will appear, in the ‘To’ field: select Close. 

Note: Please enter applicable comments.

  1. Select Save and Close.        

 

You have now completed the process of Closing an IADF Project.

Close an IADF Award

  1. Log-in to Oracle by selecting the Company Single Sign-on button.

     

  1. Select Grants Management
  2. Select Awards  

  1. Search for the Award you want to close
  2. Select the Award Number     

 

  1. Select Edit        

  1. Select the Financials tab
  2. Select the Pencil icon next to the Budget Period section
  3. Select the last budget period
  4. Select the ‘X’ icon

Note: The end date should now be in the past

  1. Select Submit   

  1. Select OK         

  1. Hit the refresh icon until the Budget Period reflects the updates.

  1. Select Save and Close

Note: No additional requisitions can be applied to the award    

You have now completed the process of Closing an IADF Award.