Fund Managers Tab

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Fund Managers Tab

The Fund Managers tab identifies the individual(s) responsible for the management of Contracts & Grants Invoices for the project. Each award must have at least one Fund Manager assigned. Multiple Fund Managers can be associated with the same award, but only one of those users can be the Primary Fund Manager. Fund Managers can manually create Contracts & Grants Invoices. Contracts & Grants Invoices that suspend or are not set to auto-approve will route to all Fund Managers associated with the Award.

exclaim This tab will display when Contracts & Grants Billing is turned on.

Fund Manager tab field definitions

Title	Description
Active Indicator	Indicates whether this fund manager is active or inactive. Remove the check mark to deactivate.
Fund Manager Principal Name	Required. Enter the user ID of the fund manager for this award, or search for it from the User lookup.
Name	Display-only. First and last name of the fund manager based on the fund manager user ID.
Primary	Optional. Select the check box to indicate that this person is the primary fund manager for this award. There can be only one primary fund manager.
Title	Optional. Used to add a descriptive title for the specified fund manager.