Add the COA Financial Unit to a Proposal


Overview

How to add the COA Financial Unit to a Kuali Research proposal.

Steps To Take

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 Actionsclick Select for the correct unit

5. The COA Financial Unit number will populate the field. Click Save