- Click on the project name to reach the Request Summary.
- The project name can be accessed from multiple locations, including a workload page (i.e. All Open Approvals), the User or Organization Summary page, or the Requests & Decisions search page.
- Click the Award Details tab.
- Click Add Installments.
- Enter the number of installments you want to add in the # To Add field.
- Enter the due date for the first installment you're adding.
- Enter the number of months between the installments you're adding. This is an optional field, but can save time if you're adding multiple installments.
- The system will automatically configure the due dates of each installment you're adding, based on the initial due date and the months between installments.
- The system will automatically configure the due dates of each installment you're adding, based on the initial due date and the months between installments.
- Click Add Installments.
- The installments you're adding display on the next screen. Click on an installment to finish configuring it.
- Enter the Installment Amount and any Installment Conditions.
- After configuring all installments, click Save Installments.