1. Using Grants Management
  2. Create an Award Funding Pattern

Create an Award Funding Pattern

To automatically distribute costs, you can define funding patterns for a project, expenditure item date range, and optionally at any task level.

If a project has multiple funding patterns for the same date range, costs that fit into that date range are applied to the funding patterns in this order:
  1. Lowest task
  2. Summary task continuing to the highest task
  3. Project level
Funding patterns have two more components: distribution sets and distribution rules. Distribution sets in a funding pattern provide a sequence of distribution rules to flow through. For each set, rules define the percentages used to split costs to the awards and funding sources. The sets of distribution rules must total 100 percent to fully distribute the original cost.

Before you start

A Grants Administrator, Grants Department Administrator, or Principal Investigator can create an award funding pattern.

Here's what to do

  1. Navigate to Manage Funding Patterns in the Actions panel tab of the Awards work area.
  2. Click Create.
  3. Choose a project.
    The start and end dates default to the project dates.
  4. The task number is the level of the hierarchy for the funding pattern.
  5. Select Perform funds check to indicate the funding pattern will use the control budget to check for available funds for a cost being distributed. If selected, you can also select the following:
    1. Select Treat advisory as absolute to indicate that spending that's specific to an award and funding source continues in an advisory manner, while ensuring that when the funding pattern is used to distribute a cost, it will treat advisory as if it was an absolute control level.
    2. Select Prorate across distribution sets to consume as much money as is available in the control budget and distribute the remaining amount to the subsequent distribution set or sets allowing for all the budgeted funds to be consumed in each set.
  6. Click Create.
    The project appears with your draft funding pattern.
  7. In the Distribution Sets region click Create Set.
  8. Enter a number for the precedence for this set. The number 1 means it will be considered first when allocating costs.
  9. Click Create.
  10. In the Distribution Rules region, click Create Rule.
  11. Select the award and funding source. Enter 100 percent if there's no split with another funding source. If there's a split, enter the correct percentage.
  12. Click Create.
  13. Create more rules and distribution sets as needed.