Saving federal financial reports for multiple funding sources

Use this procedure to complete and save individual reports for a specified funding source group or for all eligible funding sources. The report is updated to the Submitted status. Reports that are submitted cannot be deleted.

  1. Select Projects > Funding > Federal Financial Reports.
  2. Click Save Federal Financial Reports.
  3. Specify the Funding Source Group.

    Select a funding source group to create the reports. If a funding source group does not exist, then use Edit Mode to create one. Use any dimension on the finance dimension 2 business class to define a data group. We recommend that separate groups are created for IDM and non-IDM reports. To include all eligible funding sources, this field must be blank.

  4. Click Submit.