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Attaching the Project Create Form

Distribution

Comptroller

GM Accounting Services Workflow Approver

GM Award Manager*

GM Financial Analysis Workflow Approver

GM GL Projects*

GM ITS Workflow Approver

GM Project Manager*

GM Setup Specialist*

GM OSP Setup Specialist*

Related Procedures

Creating & Revising a Project

Ownership

The Comptroller is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

Note:  The project create form, which can be found at http://www.virginia.edu/integratedsystem/forms/ProjectCreateAttachmentForm.doc, should be completed and saved on you computer before proceeding.

1.   Open a Project.

2.   Choose the Attachment toolbar icon.

3.   Select category (LOV), (Miscellaneous defaults in with the LOV).

4.   Enter description: Project Create Form. 

5.   Select Data Type: File (LOV).

6.   Select [Browser].

7.   Locate the Project Create Form in the directory in which it was saved and select [Open].

8.   Select [OK].

9.   Close web browser.

10. Select [Yes] to indicate file upload is complete

11. Save.

12. Close the Attachments Form.

End of activity.

Effective: 03/30/09

Revision: 7 dhw