SF Employee and SF City Partner Support

Video demonstration of how to create an Operating Grant and Project where department is not using the the Billing or AR modules. If you prefer, a step-by-step guide is available here: Create a Grants Revenue Contract Beginning with the Proposal | Knowledge Base | SF Employee and SF City Partner Support

Topics:

Create Proposal

Populate Proposal page

Populate Projects page

Populate Location page

Populate Budgets page

Verify F & A and Pricing Setup

Submit Proposal

Generate Award (Project and Contract created)

Update Contract

Set up Billing Plan

Set up Amount Allocation

Set up Accounting Distribution

Review Contract Terms

Activate Contract

Confirm Billing Plan and Revenue Plan status “Ready”