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. |