How to add the COA Financial Unit to a Kuali Research proposal.
1. Navigate to the Supplemental Information section of the proposal
2. Click on the magnifying glass to the right of the COA Financial Unit field
3. Enter the unit name into the Account description field. Use asterisks (*) around the name for a wild card search, then click Search.
4. In the left hand column under Actions, click Select for the correct unit
5. The COA Financial Unit number will populate the field. Click Save