9.2 Approving a Component in the Proposal Budget
Purpose: Use this document as a reference for approving a component in the proposal budget in ctcLink.
Audience: Finance/Grant Fiscal Staff.
You must have at least one of these local college managed security roles:
- ZZ Proposal Processing
You must also set these User Preference Definitions:
If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.
Approving a Component in the Proposal Budget
Navigation: NavBar > Navigator > Grants > Proposals > Maintain Proposal
Approving a Component in the Proposal Budget
- Select the Find an Existing Value tab on the Maintain Proposal search page.
- Enter or select the Business Unit.
- Enter or select the proposal number whose associated component needs to be approved in the Proposal ID field.
- Enter or select the version in the Version ID field.
- Select Search.
- Use the Proposal page to update the overall status of the proposal.
- Use the Proposal Status drop-down to change the proposal status to ‘Pending Approval.’
- Select Save.
- Select the Component link. The Component tab will display.
- Use the Component tab to approve the component detail.
- Use the Status drop-down button to select the ‘Approved’ status option.
- Select Save.
Note: Workflow is enabled for the proposal, so it cannot be submitted to the sponsor until it has been set to Institution Approved status.
- Select the Proposal tab to again update the overall status of the proposal.
- Use the Proposal Status drop-down to this time change the proposal status to ‘Institution Approved.’
- Select Save.
- Process complete.
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