Adding a PW (Project Worksheet)
In order to add a PW, you will need to already have:
The basic steps for adding a PW are:
2. Select Applicant. If no Applicant exists, add new Applicant.
4. Select Program. If no Program exists, add new Program.
6. Click green Add PW
2. Select the Applicant
A pop-up window will appear. Click the blue Select this Applicant button.
3. Select the Program
Confirm the Program by clicking the blue Confirm button.
5. Click on the green Add PW button
6. There are five tabs in the Project Worksheet section. The information to complete this section comes from FEMA Form 90-91. You don't have to complete each section at this point. You will need to add some information to the General Information sheet.
Minimally, you will need to select the Folder Project, which is the only required field on this page. However, it is recommended to complete as many fields as possible.
Once you have completed the General Information page, you may scroll to the bottom and either select the gray Save and Stay on Page button, if you wish to continue editing the PW, or the blue Save button, if you are done.
Save and Stay allows you to edit other sections of the PW.
The blue Save button will take you back to the Grants menu, which will now include the option to add Transaction, Documents, and other information relevant to the grant.
Adding Force Account Entry for PW
The process for entering a Force Account entry for a PW is very similar to adding an Expense Entry. In order to add a FA Entry, you must first have the following set up for the applicant: Grant Employees Equipment Add FA Entry for PW ...
Adding an Invoice/Expense for PW
In order to add an invoice, you must first have the following set up for the applicant: Grant Vendors Add Invoice/Expense for PW Click on Grants Menu Select Grant. If no Grant exists, Add Grant. Ensure Vendors exist within the Applicant Menu. ...
It is not necessary, but helpful, to add equipment before adding employees. Equipment for an applicant may be viewed by clicking on Equipment in the Applicant Menu. The interactive report displayed in the example below only has one Equipment item ...
Before adding an employee it is helpful to have: Employee's labor rates Fringe rates (if applicable) Preferred equipment (if applicable) A. Set up employees from the applicant menu. 1. Click on the Applicant menu. 2. Click on Employees. Then ...
Project Selection Popup
Project selection changed from 3 tier project dropdown selection to new popup List of Values that includes search functionality. Type into the search dialog a snippet of text (NOT CaSe sEnSiTive) that matches the Project that you are looking for. As ...