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Edit Funding

  2. Primary Sponsor

    • Click the "Edit" button located under the questionaire to revise the primary sponsor details or the answers
    • Primary sponsor section of the funding page with the edit button highlighted
    • Revise the responses as applicable
    • Comments can be added but are not mandatory
    • Click the "Save" button to save revisions and return to the Funding details page
    • Edit primary sponsor page with the comment lable and the the save button highlighted
    • Please note that Tri-Agency funds are to be held in the PI’s home academic unit (exception: PromoScience)
    • If the sponsor type is changed to Tri-Agency and the project is associated to a centre/institute you will be prompted to update the unit
    • Note: This change is significant, and will void the PI’s acceptance and all approvals
    • If you are the PI, comments can be added, but are not mandatory
    • Unit page with the message, the comments label and the save and close button highlighted
    • If the logged in user is not the named PI, a notification will be sent to the PI to review/accept and submit
    • The Cover Sheet will only be editable by the PI
    • Click "Back to Cover Sheets" to return to the "My Cover Sheets" page
    • Unit page with the message and the comments label highlighted
    • Message page indicating approvals and acceptance have been voided and that the PI has been notified

  4. Budget

    • To edit the primary budget click the "Edit" link in the Action column of the budget table
      • Note the budget for the primary sponsor can not be deleted
    • Budget section of the funding details page with the edit link in the actions column highlight
    • The primary sponsor budget will open in an editable row to update
    • To calculate the overhead percentage and the totals, click the "Calculate" button
    • Comments can be added, but are not mandatory
    • Click "Save Primary" to save the revisions and close the editor
    • Budget section of the funding details page with the primary budget editable, calculate, comment label and save primary button highlight
    • To add a matching budget click the "Add Matching" button
    • Budget section of the funding details page with the add matching button highlight
    • An additional row will open in the the budget table
    • To calculate the the overhead percentage and the totals click the "Calculate" button
    • Comments can be added by are not mandatory
    • Click "Save Matching" to save the new budget and close the editor
    • Budet section of the funding details page with an additional row added and editable, comments label and save matching button highlighted
    • To edit an existing matching budget click the "Eidt" link in the Actions column of the budget table
    • Budget section of the funding details page with the edit and details links in the actions column highlighted
    • The budget will open in an editable row
    • To calculate the overhead percentage and the totals, click the "Calculate" button
    • Comments can be added, but are not mandatory
    • Click the "Save Matching" button to save revisions and close the editor
    • Budget section of the funding details page with the matching budget editable, calculate, comment label and save matching button highlight
    • To delete a matching budget click the "Delete" link in the Action column for the corresponding matching budget
    • Click the "Delete" button on the confirmation page to delete the budget
    • Comments can be added, but are not mandatory
    • To cancel and and return to the funding details page, click the "Cancel" button
    • Delete budget confirmation page with cancel button highlighted
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