Program Management

This section allows you to associate basic Cost Accounting elements (for example, Major Program) with the Grant Award.   If the Perform Cost Accounting Updates field is Yes, then upon the status folder record being saved, a Cost Accounting Setup (CAS) transaction, with a Phase of Draft, will be created automatically.  You may also select existing Major Programs which infers the Major Program Name, Major Program Description, and Split Type from the Major Program table.  This information will be populated on the Major Program and PPC tabs of the CAS transaction upon creation.

Once a CAS transaction has been generated for a Program Management record, the system will not allow another CAS transaction to be automatically created unless the referenced CAS transaction has been discarded (while still in a Phase of Draft.)  After the initial CAS transaction has been discarded, you will need to set the Perform Cost Accounting Updates field to No and save the record, and then save the record a second time with the field set back to Yes to generate a new CAS transaction.  Any changes made to the Program Management records after a CAS transaction has been created will not update the CAS transaction and will have to be made to the Cost Accounting tables directly.

Additionally, the system will not allow the Perform Cost Accounting Updates field to be set to No if the Generated Transaction ID field is populated and therefore the referenced transaction has not been discarded.  Instead, an error is issued and the field will revert to Yes.

The system will infer the Grant ID from this tab to the generated CAS transaction based on the value selected for the Grant Tracked As A field on the Grant Award tab. For example, if the Grant Tracked As A field is set to Major Program, the system will automatically populate the Grant ID field in the CAS transaction’s Major Program tab. If the Grant Tracked As A field is set to Program Period, the system will automatically populate the Grant ID field in the CAS transaction’s Major Program tab.

Finally, the system will not allow you to delete a Program Management record if a Cost Accounting Setup (CAS) transaction has already been generated.  Provided a CAS transaction has not been created, then the Program Management record will be deleted along with any child records.

This section allows Matching Details to be created, modified, or deleted. The matching details information can be created and modified but matching information does not impact the Cost Accounting Setup (CAS) transaction. Any matching information associated with the reimbursement of a grant (that is, funding profile information) must be manually updated in the CAS transaction after it has been generated in order to impact the Cost Accounting subsystem.

• Load Date Definition Template - This action loads the dates associated with the template specified in the Date Definition Template ID field to the Program Dates tab.