This appendix describes the navigation paths in Oracle Grants Accounting.
This appendix covers the following topics:
The table below shows the navigation path for each window in Grants Accounting.
| Window | Navigation Path |
|---|---|
| Agreement Types | Setup - Billing - Award Types |
| Allowed Cost Schedules | Setup - Expenditures - Allowed Cost |
| Asset | Projects Click Find Click Open Select Asset Information - Assets in Options region or Setup - Projects - Project Templates Click Find Click Open Select Asset Information - Assets in Options region |
| Asset Assignments | Projects Click Find Click Open Select Asset Information - Asset Assignments in Options region or Setup - Projects - Project Templates Click Find Click Open Select Asset Information - Asset Assignments in Options region |
| Award Budgets | Budgets - Award Budgets |
| Award Management | Awards Click Find Click Open |
| Award Management Folder | Awards Click Find or Setup - Awards - Award Template Click Find |
| Award Purpose Code Lookups | Setup - Awards - Purpose Codes |
| Award Quick Entry | Awards Click Find Click Copy To |
| Award Role Lookups | Setup - Awards - Roles |
| Award Status | Award Status Click Find |
| Award Template Management | Setup - Awards - Award Template Click Find Click Open or Setup - Awards - Award Template Click New |
| Billing Cycles | Setup - Billing - Billing Cycles |
| Billing Format | Awards Click Find Click Open Select Compliances tab Click Billing Format or Setup - Awards - Award Template Click Find Click Open Select Compliances tab Click Billing Format |
| Billing Setup Form | Setup - Awards - Billing Forms |
| Budget Entry Methods | Setup - Budgets - Entry Methods |
| Budget Funds Check Results | Budgets - Funds Checking Results (Budget) Click Find |
| Budget Lines [Award Budgets] | Budgets - Award Budgets Click Details Click Budget Lines or Budgets - Award Budgets Click History Click Details |
| Budget Lines [Project Budgets] | Budgets - Project Budgets Click History Click Details Click Budget Lines |
| Budget Types | Setup - Budgets - Budget Types |
| Budget Version History [Award Budgets] | Budgets - Award Budgets Click History |
| Budget Version History [Project Budgets] | Budgets - Project Budgets Click History |
| Budgetary Control | Budgets - Budgetary Control |
| Budgetary Control - Resources | Budgets - Budgetary Control Click Resources |
| Budgetary Control Transactions | Expenditures - Funds Checking Results Click Find Click GL Details |
| [Project] Budgets | Budgets - Budgets |
| Burden Cost Codes | Setup - Costing - Burden - Cost Codes |
| Change Comment [Actuals] | Expenditures - Expenditure Inquiry - Actuals Click Find Tools - Change Comment |
| Change Comment [Invoice Review] | Billing - Invoice Review Click Find Click Lines Click Details Tools - Change Comments |
| Commitment Details | Project Status Click Find Click Commitments Click Find or Project Status Click Find Click Task Status Click Commitments Click Find or Project Status Click Find Click Task Status Click Resource Status Click Commitments Click Find |
| Control Billing by Top Task | Billing - Control Billing by Top Task |
| Copy Actual Budget [Award Budgets] | Budgets - Award Budgets Click Copy Actual... |
| Copy Actual Budget [Project Budgets] | Budgets - Project Budgets Click Copy Actual... |
| Copy Allowed Cost Schedule | Setup - Expenditures - Allowed Cost Click Copy |
| Copy Budget Version [Award Budgets] | Budgets - Award Budgets Click History Click Copy to... |
| Copy Budget Version [Project Budgets] | Budgets - Project Budgets Click History Click Copy to... |
| Copy From Encumbrance Batch | Expenditures - Pre-Approved Batches - Enter Encumbrances Click Copy From... |
| Copy From Expenditure Batch | Expenditures - Pre-Approved Batches - Enter Actuals Click Copy From... |
| Cost Budget Types | Project Status Click Find Tools - Cost Budget Types or Project Status Click Find Click Task Status Tools - Cost Budget Types |
| Cost Distribution Lines [Actuals] | Expenditures - Expenditure Inquiry - Actuals Click Find Click Item Details Select Cost Distribution Lines Click OK |
| Credit Invoice | Billing - Invoice Reviews Click Find Click Credit... |
| Encumbrance Batches | Expenditures - Pre-Approved Batches - Enter Encumbrances |
| Encumbrance Batches Summary | Expenditures - Pre-Approved Batches - Enter Encumbrances View - Summary/Detail |
| Encumbrances | Expenditures - Pre-Approved Batches - Enter Encumbrances Click Encumbrances |
| Event Details | Project Status Click Find Click Events or Project Status Click Find Click Task Status Click Events or Project Status Click Find Click Task Status Click Resource Status Click Events |
| Event Revenue Distribution Lines [Awards] | Awards Click Find Click Open Select Compliances tab Billing Distribution Rule must be Event Revenue Distribution Rule can be Event or Cost Click Events Click Revenue Distribution Lines |
| Event Revenue Distribution Lines [Revenue Review] | Billing - Revenue Review Click Find Click Open Click Lines Click Details |
| Event Types | Setup - Billing - Event Types |
| Events | Awards Click Find Click Open Select Compliances tab Billing Distribution Rule must be Event Revenue Distribution Rule can be Event or Cost Click Events |
| Expenditure Batches | Expenditures - Pre-Approved Batches - Enter Actuals |
| Expenditure Item Details | Project Status Click Find Click Task Status Click Actuals Click Find or Project Status Click Find Click Task Status Click Resource Status Click Actuals Click Find |
| Expenditure Item Details: Actuals | Award Status Click Project Status Click Actuals Click Find |
| Expenditure Item Details: Commitments | Award Status Click Project Status Click Commitments Click Find |
| Expenditure Types | Setup - Expenditures - Expenditure Types |
| Expenditures | Expenditures - Pre-Approved Batches- Enter Actuals Click Expenditures |
| Factor By | Project Status Click Find Tools - Factor By |
| Find Award | Awards or Setup - Awards - Award Template |
| Find Award Status | Award Status |
| Find Budget Funds Check Details | Budgets - Funds Check Results (Budget) |
| Find Capital Projects | Capital Projects |
| Find Commitments | Project Status Click Find Click Commitments or Project Status Click Find Click Task Status Click Commitments or Project Status Click Find Click Task Status Click Resource Status Click Commitments |
| Find Expenditure Items | Project Status Click Find Click Task Status Click Actuals or Project Status Click Find Click Task Status Click Resource Status Click Actuals |
| Find Funds Check Details | Expenditures - Funds Check Results |
| Find Invoices | Billing - Invoice Review |
| Find Project Expenditure Items | Expenditures - Expenditure Inquiry - Actuals |
| Find Project Status | Project Status |
| Find Projects | Projects or Setup - Projects - Project Templates |
| Find Revenue | Billing - Revenue Review |
| Find Tasks | Projects Click Find Click Open Select Tasks in Options region View - Find or Setup - Projects - Project Templates Click Find Click Open Select Tasks in Options region View - Find |
| Fund Projects | Awards Click Find Click Open (non-template) Click Project Funding |
| Funding History | Billing - Funding Inquiry Click Funding History |
| Funding Summary | Awards Click Find Click Open (non-template) Click Funding Summary |
| Funds Check Results | Expenditures - Funds Check Results Click Find |
| Government Report SF269 | Government Reports - SF 269 |
| Government Report SF270 | Government Reports - SF 270 |
| Government Report SF272 | Government Reports - SF 272 |
| HISTORY-SF 269 Report History for Award | Government Reports - SF 269 Click History or Government Reports - SF 269 Click Create New Draft or Find Click History |
| HISTORY-SF 270 Report History for Award | Government Reports - SF 270 Click History or Government Reports - SF 270 Click Create New Draft or Find Click History |
| HISTORY-SF 272 Report History for Award | Government Reports - SF 272 Click History or Government Reports - SF 272 Click Create New Draft or Find Click History |
| Implementation Options | Setup - System - Grants Implementation Options |
| Invoice | Billing - Invoice Review Click Find Click Open |
| Invoice Lines | Billing - Invoice Review Click Find Click Lines |
| Invoice Line Details [Invoice Review] | Billing - Invoice Review Click Find Click Lines Click Details |
| Invoice Summary | Billing - Invoice Review Click Find |
| Invoices | Expenditures - Expenditure Inquiry - Actuals Click Find Click Item Details Select AP Invoice Click OK Click Invoices |
| Item Details [Actuals] | Expenditures - Expenditure Inquiry - Actuals Click Find Click Item Details |
| Key Members | Projects Click Find Click Open Select Key Members in Options region or Setup - Projects - Project Templates Click Find Click Open Select Key Members in Options region |
| Letter of Credit Contacts | Awards Click Find Click Open Select Compliances tab Click Billing Format Select Letter of Credit Drawdown radio button Click LOC Contacts or Setup - Awards - Award Template Click Find Click Open Select Compliances tab Click Billing Format Select Letter of Credit Drawdown radio button Click LOC Contacts |
| LOC Address | Awards Click Find Click Open Select Compliances tab Click Billing Format Select Letter of Credit Drawdown radio button Click LOC Address or Setup - Awards - Award Template Click Find Click Open Select Compliances tab Click Billing Format Select Letter of Credit Drawdown radio button Click LOC Address |
| Mass Adjust [Actuals] | Expenditures - Expenditure Inquiry - Actuals Click Mass Adjust |
| Non-Labor Expenditure Cost Rates | Setup - Expenditures - Expenditure Types Click Cost Rates |
| Organization Overrides | Projects Click Find Click Open Select Organization Overrides in Options region or Setup - Projects - Project Templates Click Find Click Open Select Organization Overrides in Options region |
| Project Classifications | Projects Click Find Click Open Select Classifications in Options region or Setup - Projects - Project Templates Click Find Click Open Select Classifications in Options region |
| Project Expenditure Items | Expenditures - Expenditure Inquiry - Actuals Click Find |
| Project Funding Summary | Billing - Funding Inquiry |
| Project Information | Project Status Click Find Click Project |
| Project Quick Entry | Projects Click Find Click Copy To... or Setup - Projects - Project Templates Click Find Click Copy To... |
| Project Quick Entry Setup | Setup - Projects - Project Templates Click Find Click New Click Setup Quick Entry |
| Project Status | Project Status Click Find |
| Project Status [Award] | Award Status Click Find Click Project Status |
| Project Types | Setup - Projects - Project Types |
| Projects, Templates | Projects Click Find Click Open or Setup - Projects - Project Templates Click New or Setup - Projects - Project Templates Click Find Click Open or New |
| Projects, Templates Summary | Projects Click Find or Setup - Projects - Project Templates Click Find |
| Reference Number Lookups | Setup - Awards - References |
| Release Invoice | Billing - Invoice Review Click Find Click Release... |
| REPORT_DETAILS-SF 269 Current Report Details for Award | Government Reports - SF 269 Click Create New Draft or Find |
| REPORT_DETAILS-SF 270 Current Report Details for Award | Government Reports - SF 270 Click Create New Draft or Find |
| REPORT_DETAILS-SF 272 Current Report Details for Award | Government Reports - SF 272 Click Create New Draft or Find |
| Report Template Setup | Setup - Awards - Report Templates |
| Resource List Assignments | Projects Click Find Click Open Select Resource List Assignments in Options region or Setup - Projects - Project Templates Click Find Click Open Select Resource List Assignments in Options region |
| Resource Status | Project Status Click Find Click Resource Status or Project Status Click Find Click Task Status Click Resource Status |
| Resource Status [Award] | Award Status Click Find Click Project Status Click Resource Status |
| Revenue | Billing - Revenue Review Click Find Click Open |
| Revenue Budget Types | Project Status Click Find Tools - Revenue Budget Types or Project Status Click Find Click Task Status Tools - Revenue Budget Types |
| Revenue Distribution Lines [Actuals] | Expenditures - Expenditure Inquiry - Actuals Click Find Click Item Details Select Revenue Distribution Lines Click OK |
| Resource Drilldown List | Project Status Click Find Tools - Resource Drilldown List |
| Revenue Lines | Billing - Revenue Review Click Find Click Open Click Lines or Billing - Revenue Summary Click Find Click Lines |
| Revenue Summary | Billing - Revenue Review Click Find |
| Reverse An Encumbrance Batch | Expenditures - Pre-Approved Batches - Enter Encumbrances Click Reverse... |
| Reverse Encumbrance Items | Expenditures - Pre-Approved Batches - Enter Encumbrances Click Encumbrances Click Reverse Original... |
| Reverse Expenditure Items | Expenditure - Pre-Approved Batches - Enter Actuals Click Expenditures Click Reverse Original... |
| Run Process [Invoice Review] | Billing - Invoice Review Click Find Click Run Request... |
| Run Process [Revenue Review] | Billing - Revenue Review Click Find Click Run Request... or Billing - Revenue Review Click Find Click Open Click Run Request... |
| Run Project Streamline Requests | Expenditures - Expenditure Inquiry - Actuals Click Find Click Run Request... |
| Split Expenditure Item [Actuals] | Expenditures - Expenditure Inquiry - Actuals Click Find Tools - Split |
| Split Expenditure Item [Invoice Review] | Billing - Invoice Review Click Find Click Lines Click Details Tools - Split |
| Submit a New Request | Reports - Run |
| Suppliers | Expenditures - Expenditure Inquiry - Actuals Click Find Click Item Details Select AP Invoice Click OK Click Supplier |
| Task Budgets [Award Budgets] | Budgets - Award Budgets Click Details or Budgets - Award Budgets Click History Click Details |
| Task Budgets [Project Budgets] | Budgets - Project Budgets Click Details or Budgets - Project Budgets Click History Click Details |
| Task Details | Projects Click Find Click Open Select Tasks in Options region Click Options Select Task Detail or Setup - Projects - Project Templates Click Find Click Open Select Tasks in Options region Click Options Select Task Detail |
| Task Information | Project Status Click Find Click Task Status Click Task |
| Task Options | Projects Click Find Click Open Click Detail Click Options or Setup - Projects - Project Templates Click Find Click Open Click Detail Click Options |
| Task Status [Award] | Award Status Click Find Click Project Status Click Task Status |
| Task Status [Project] | Project Status Click Find Click Task Status |
| Tasks | Projects Click Find Click Open Click Detail or Setup - Projects - Project Templates Click Find Click Open Click Detail |
| Template Quick Entry | Setup - Awards - Award Template Click Find Click Copy To |
| Terms and Conditions Setup Form | Setup - Awards - Terms and Conditions |
| Transaction Controls | Projects Click Find Click Open Select Transaction Controls in Options region or Setup - Projects - Project Templates Click Find Click Open Select Transaction Controls in Options region |
| Transfer Items to Project/Task [Actuals] | Expenditures - Expenditure Inquiry - Actuals Click Find Tools - Transfer 1 |
| Transfer Items to Project/Task [Invoice Review] | Billing - Invoice Review Click Find Click Lines Click Details Tools - Transfer |
| View Award Reports Due and Filed | Awards Click Find Click Open (non-template) Click Reports |
| View Burdened Costs [Award] | Setup - Costing - Burden - View (Award) |
| View Burdened Costs [Project] | Setup - Costing - Burden - View (Project) |