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Comprehensive Overview of FM Installment Modifications by Organization Report

The FM Installment Modification by Organization Report delivers a detailed account of all changes made to installment awards, including endowments, gifts, capital, state, local, and financial aid awards. It aims to present these modifications in a uniform format that aids both award managers and central office staff. The report is structured into three key tabs: changes to state, local, EI & DI awards; changes to endowment, gifts, and capital project awards; and changes to F&A awards. This ensures clarity and ease of access to essential information.

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Comprehensive Overview of FM Installment Modifications by Organization Report

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  1. Focus on Reports Session 8 • To print: • Right click • Choose “Print” • Change option “Print What?” from “slides” to “note pages” • Click ok FM_Installment Modification by Organization

  2. Report Purpose • To provide a single report that shows all installment changes made to endowment, gift, capital, state, local, and FA award installments. • To report changes in a consistent manner that is useful to both award managers and central offices.

  3. The report has 3 Tabs 1. Installment changes to State, Local, EI & DI awards 2. Installment changes to Endowment, Gifts, and Capital Project Awards 3. Installment changes to F&A awards

  4. UBO Change Types

  5. ITS Change Types

  6. Questions

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