Organizations Tab

 

The Organizations tab indicates which organizations at your institution are involved in this project. Multiple organizations can be added but only one can be marked as the Primary organization.

 

Organizations tab field definitions

Title

Description

Chart Code

Required. Enter the code to uniquely identify the Chart of Accounts an organization belongs to, or search for it from the Chart lookup.

Name

Display-only. The system-generated name of the organization represented by the organization code.

Organization Code

Required. Enter the code to uniquely identify the campus, department and school associated with this proposal, or search for it from the Organization lookup.

Primary

Optional. Check this box to indicate that this is the primary organization sponsoring the proposal. There must be one (and only one) primary organization. Defaults to checked for new proposals.

Click Add buttonto add the new organization to the document.

More:

Project Directors Tab