Adding or Removing Projects and Activities on a Customer Contract
Purpose: This document provides instructions on how to change the projects and activities associated with a customer contract so that Project Costing can collect costs associated with these projects and activities and make them eligible for billing to the sponsor.
Note that a given project / activity combination can only be associated with one contract at a time.
The key topics are:
- Topic 1: Adding a Project and Activity to an existing Contract
- Topic 2: Removing a Project and Activity from an existing Contract
- Topic 3: Verify the Updated Project / Activity Associations
Topic 1: Adding a Project and Activity to an Existing Contract
Step 1: On the Financials homepage, select the Grants tile.
Step 2: The Copy Proposal page will appear. In the Manage Contracts folder, select Define Contract General Info.
Alternate navigation: Customer Contracts tile > Define Contract General Info
Step 3: Enter the Business Unit and the desired Contract ID. For this example, we will use CTR00004063. Click Search.
Step 4: Click the Lines tab.
Step 5: Click the Detail tab.
Step 6: Click the Contract Terms hyperlink.
Step 7: In the Associated Projects & Activities section, click the ‘+’ button to add a new project.
Step 8: Enter or select the desired project id. For this example, we’ll use 10040234.
Step 9: Enter or select the desired activity. For this example, we’ll use 0073.
If a project’s activity is not available to add, that indicates that it is already associated with another contract. The project / activity combination would need to be disassociated from the other contract before adding it to a new one.
Step 10: Click the Save button and skip to Topic 3 to validate the new project association.
Topic 2: Removing a Project and Activity from an Existing Contract
Step 1: On the Financials homepage, select the Grants tile.
Step 2: The Copy Proposal page will appear. In the Manage Contracts folder, select Define Contract General Info.
Alternate navigation: Customer Contracts tile > Define Contract General Info
Step 3: Enter the Business Unit and the desired Contract ID. For this example, we will use CTR00004639. Click Search.
Step 4: Click the Lines tab.
Step 5: Click the Detail tab.
Step 6: Click the Contract Terms hyperlink.
Step 7: For this example, we will disassociate project 10042073 from the contract. In the Associated Projects & Activities section, click the ‘-’ button in the project row to remove the project.
Step 8: The confirmation “Delete current/selected row from this page? The delete will occur when the transaction is saved” will appear. Click OK.
Step 9: The warning “Disassociation of Project from Contract line will delete the related Project information from Grants. Deletion or modification of a Project on a Contract line will cause the corresponding Project information to be deleted from Grants” will appear. Click OK.
Step 10: The row will be removed. Click Save and continue to Topic 3 to confirm removal from the Grant Award.
Topic 3: Verify the Updated Project / Activity Associations
Step 1: Click the Return to General Information hyperlink.
Step 2: Select the General tab.
Step 3: Click the arrow next to Other Information to expand the section if needed.
Step 4: Click the View Award Profile hyperlink.
Step 5: Review the Project(s) listed under Associated Project to verify the change(s).
The Topic 1 example shows two projects as expected:
The Topic 2 example shows one project as expected:
Done! You have successfully modified the Projects and Activities on a Customer Contract.