Add the COA Financial Unit to a Proposal


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

Steps To Take

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