[Peris-listserv] How do I Complete (Close) a Project in MyFunding?

[Peris Team]

[A close up of a sign  Description automatically generated]

When a sponsored project is finished (the Principal Investigator has completed the project), the award record must be updated in MyFunding to 'Complete' (Close) the record. Only a Specialist in the Office of Sponsored Programs (OSP) can perform this function on an award record in MyFunding.

To notify OSP that an award record needs to be moved to a 'Completed' state, please follow the below steps:


1.       Log into MyFunding at: www.peris.pitt.edu<http://www.peris.pitt.edu>


2.       Click on the 'Awards' Tab on the top of the screen:


[cid:image009.png at 01D589BE.062C8470][cid:image011.png at 01D589BE.062C8470]



3.       In the search box, enter the award number and click 'Go':
[cid:image013.png at 01D589BE.062C8470][cid:image014.png at 01D589BE.062C8470]



4.       Click on the award 'Name' to access the award record:
[cid:image009.png at 01D589BE.062C8470][cid:image016.png at 01D589BE.062C8470]



5.       Click on the 'Email Specialists' activity:
[cid:image017.png at 01D589BE.062C8470]



6.       Enter 'Comments', upload related 'Documents', and click 'Ok':
[cid:image019.png at 01D589BE.062C8470]

What Happens Next?

1.      The Specialist will receive an email notification from MyFunding alerting them to the 'Comment' placed in the record.

2.      The Specialist will update the record using the 'Completed' activity.

3.      The record will move to a 'Completed' state and will no longer be available to be modified. The record will be viewable as read only.


For any questions related to the PERIS(tm) project, using MyFunding, or to arrange training, please email peristeam at pitt.edu<mailto:peristeam at pitt.edu>, or visit the project website<https://electronicresearch.pitt.edu/> for more information.

To sign-up for the PERIS(tm) Listserv, please click here<https://list.pitt.edu/mailman/listinfo/peris-listserv>.

To unsubscribe from the PERIS(tm) Listserv, please click here<mailto:peristeam at pitt.edu?subject=Unsubscribe%20from%20PERIS%20Listserv>.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://list.pitt.edu/pipermail/peris-listserv/attachments/20191023/f6252277/attachment-0001.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 8713 bytes
Desc: image001.jpg
URL: <https://list.pitt.edu/pipermail/peris-listserv/attachments/20191023/f6252277/attachment-0001.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image009.png
Type: image/png
Size: 437 bytes
Desc: image009.png
URL: <https://list.pitt.edu/pipermail/peris-listserv/attachments/20191023/f6252277/attachment-0007.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image011.png
Type: image/png
Size: 29868 bytes
Desc: image011.png
URL: <https://list.pitt.edu/pipermail/peris-listserv/attachments/20191023/f6252277/attachment-0008.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image013.png
Type: image/png
Size: 439 bytes
Desc: image013.png
URL: <https://list.pitt.edu/pipermail/peris-listserv/attachments/20191023/f6252277/attachment-0009.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image014.png
Type: image/png
Size: 34932 bytes
Desc: image014.png
URL: <https://list.pitt.edu/pipermail/peris-listserv/attachments/20191023/f6252277/attachment-0010.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image016.png
Type: image/png
Size: 34934 bytes
Desc: image016.png
URL: <https://list.pitt.edu/pipermail/peris-listserv/attachments/20191023/f6252277/attachment-0011.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image017.png
Type: image/png
Size: 6980 bytes
Desc: image017.png
URL: <https://list.pitt.edu/pipermail/peris-listserv/attachments/20191023/f6252277/attachment-0012.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image019.png
Type: image/png
Size: 22752 bytes
Desc: image019.png
URL: <https://list.pitt.edu/pipermail/peris-listserv/attachments/20191023/f6252277/attachment-0013.png>