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Last Updated: 2025-03-14
Example: Set Up Award Task List

Example: Set Up Award Task List

This example demonstrates how to create an award task list from an award task list template. The award task list consists of a task that occurs on a quarterly posting interval.
Your award
AWD-103: Inflation In Developing Economies
 is sponsored by the Gates Foundation. As part of the award contract, your sponsor requires that the principal investigator delivers a progress report at the end of the first quarter (Q1). This report is due 10 days after Q1 ends. You want to create an award task list template consisting of this Q1 progress report, and use it to create the award task list for your award.
  • Create the award with an award type of
    Grant
     and the purpose code of
    Sponsored Programs
    .
  • Create the award schedule with a quarterly posting interval.
  • Assign the Principal Investigator role on the award to the worker responsible for completing the progress report.
  • Security: These domains in the Grants Management functional area:
    • Set Up: Grants Management
    • Process: Award Tasks
  1. Access the
    Maintain Award Task Types
     task.
  2. Add a row for
    Award Task Type Group
     and enter
    Programmatic Reports Interim
     for
    Name
    .
  3. To the right of the same row, add a row for
    Award Task Types
    , and enter
    Progress Report - Interim
     for
    Name
    .
  4. Click
    OK
    .
  5. Click
    Done
    .
  6. Access the
    Create Award Task List Template
     task.
  7. Select these values:
    Field
    Option
    Template Name
    Gates Non-Closeout Tasks
    Recommended for Sponsor
    Gates Foundation
    Recommended for Award Type
    Grant
    Recommended for Purpose Code
    Sponsored Programs
    Valid for Award Posting Interval Group
    Quarter
    Task Type
    Progress Report - Interim
    Role
    Principal Investigator
    Occurs On
    Every Award Year
    On Posting Intervals
    Quarter-1
  8. In the grid, select these values:
    Date
    Time
    Before or After
    Start or End Date
    Relative to
    Due Date
    Number of Months:
    0
    Number of Days:
    10
    On or After Date
    End Date
    Posting Interval
    Start Date
    Number of Months:
    0
    Number of Days:
    0
    On or Before Date
    Start Date
    Posting Interval
    End Date
    Number of Months:
    0
    Number of Days:
    0
    On or After Date
    End Date
    Posting Interval
  9. Click
    OK
    .
  10. Click
    Done
    .
  11. Access the
    Maintain Award Tasks
     task.
  12. Select these values:
    Field
    Option
    Award
    AWD-103: Inflation in Developing Economies
    Template
    Gates Non-Closeout Tasks
  13. Click
    OK
    .
  14. Click
    OK
     and
    Done
    .
You've set up an award task list for your award that consists of a Q1 progress report. This report is due 10 days after the first quarter ends. The principal investigator can now complete the award task and attach a copy of the report to it by accessing the
Complete Award Tasks
 task. You can monitor the status of the award task using the
Award Task Status
 report.
Configure the
Award Task Event
 business process to route the completed award task to the appropriate worker for review and approval.