Persona
Clients, program office users and system administrators
How to steps
Information in this article reflects a standard Enterprise configuration. Your Enterprise platform is based on your organization’s configuration. Settings and/or data visibility rules may vary slightly from what is described.
To accomplish your task, complete these steps from your Enterprise dashboard.
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From the Simple Search option at the upper right of your dashboard, select Search Assignments, enter the assignment ID, and then select the assignment you want to view. An Assignment Details page displays.
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From the Assignment Menu section, select Amend. A Modify Assignment page displays.
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In the Modification Type section, select the Amend checkbox.
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In the Effective/Extension Dates section, enter the date the amendment goes into effect.
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Select Next.
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From the Reason list in the Modification Reason section, select an explanation for the amendment.
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From the Comment field in the Modification Reason section, enter additional remarks about the amendment.
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From the Budget Adjustment list in the Financial Information section, choose how you want the budget to be handled.
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Do Not Adjust Budget.
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Adjust Budget Based on Amendment to automatically calculate additional funds needed for the amendment.
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Manually Increase Budget to add a specific amount to the budget.
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Adjust Budget Decrease Only to subtract a specific amount from the budget.
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Select and change additional amendment items as needed.
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Select Next. A Modify Assignment page displays so you can review your changes.
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Select OK.