Award Validations
When you create an award using the QuickCreate Award page, the award, award project, the award funding, and the award budget data is validated to ensure that the award is created correctly.
Validations
Here's the list of critical validations and tasks to perform if the validation fails. Most of these validations apply to Quick Create Award page unless noted in the specific validation.
Award and Award Objects |
Validations |
Tasks to Perform if the Validation Fails |
---|---|---|
Award |
Checks if the award duration can be broken into the yearly budget periods that are specified in the award template. |
Change either the award duration or the number of budget periods in the award template and then create the award. For example, if an award has 5 yearly budget periods, but you want to create an award with a duration of 4 years (01/01/2016 until 12/31/2019), then make one of the following changes:
|
Award billing attributes |
Checks if the award uses the business unit specified in the award template. And, if the following billing attributes are defined in the business unit implementation options:
Note:
The above attributes are defaulted from the customer or the BU options. If you're creating the award using Create Award from Template or Create icon in the Manage Awards page, you can modify these in the Submit Contract window, if needed. |
The Project Application Administrator must update the business unit implementation options in the Setup and Maintenance work area. |
Award sponsor attributes |
Checks if the following sponsor attributes are defined in the Manage Customers page:
Note:
The above attributes are defaulted from the customer or the BU options. If you're creating the award using Create Award from Template or Create icon in the Manage Awards page, you can modify these in the Submit Contract window, if needed. |
The Project Application Administrator must update the sponsor details in the Manage Customers page in the Setup and Maintenance work area. Note:
If a primary contact exists at the site level, then that contact is used as the bill to contact. Otherwise, the primary contact at the account level is used as the bill to contact. |
Award project |
Checks if a project template is associated with an award template. If yes, then the award is created with a project that has the same project name and number as the award name and number. |
None. |
Award project |
Checks if the award template doesn't specify a project template. |
Select a project template and enter a unique project name and number. A project number isn't required if the project template uses the autonumbering method. |
Award budget |
Checks if the project template used by the award or award template has a primary planning resource breakdown structure. |
Enter a primary planning resource breakdown structure on the project template that's associated with the award template. |
Award budget |
Checks if the financial plan type has the necessary settings to create an award budget. |
Ensure that a default financial plan type exists for the award and meets the following conditions:
|
Award budget |
Checks if the total budgeted amount for the resources adds up to the total funding amount. |
Change the resource amounts or the funding amount. |