Viewing Milestones

Overview

This article will explain the process for viewing the Milestones for a Sponsored Project. Milestones can be setup to create notifications to project personnel of upcoming reports and other project events. Limited functionality is available for distributed users.

In this article, you will view milestones associated with an award.

1. Step 1

Employee Self service homepage displayed with the Classic Home tile highlighted

First, log into the Financial Management System.

Click the Classic Home tile.

2. Step 2

To navigate to the Award Profile page, select:

Main Menu > Grants > Awards > Award Profile

3. Step 3

The Award Profile inquiry page is displayed. The Business Unit is required for the search criteria.

To locate the Business Unit, click the lookup magnifying glass to the right of the Business Unit field or enter the Business Unit directly.

In the Business Unit field, enter " 18400 ".

4. Step 4

You can enter the Award ID directly into the Award ID field or use the lookup magnifying glass to the right of the field.

In the Award ID field. Enter " AWD ".

5. Step 5

Click the Search button.

6. Step 6

Award ID page displayed with the AWD00009154 link highlighted

Select the appropriate award from the Award ID column.

Example shown here: AWD00009154 link.

7. Step 7

The Award Profile page is displayed. From this page, you can verify information on the sponsored project including award information, funding, milestones , and other key data points.

8. Step 8

Click the Milestones tab.

9. Step 9

Milestones page displayed with the Milestones information highlighted

The Milestones page is displayed. This page will list Milestones which have been set up for the selected Award.

Note: Milestones are used to notify a chosen recipient of a key event within the lifecycle of the grant such as a deliverable for an invoice.

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