Project & Financial Entity Relationships: New Proposal Disclosure

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Project & Financial Entity Relationships: New Proposal Disclosure

This section contains two (2) sections. Expand the sub-panel by clicking the [>show] toggle button. The upper section displays the proposal to be related to a reporter’s active Financial Entities. The lower section displays the list of financial entities. The parenthetical text in this banner keeps track of the number of entities that must be reviewed to complete this section’s requirements. Example: (0/1 Reviews Complete). When the entities in this section have been related, the banner text will update.

Figure 420 New Proposal Disclosure > Disclosure tab > Project & Financial Entity Relationships sub-panel expanded

This section of the Disclosure page displays the reporter’s Proposal details and a subsection for the Financial Entities. The Proposal Name, Sponsor, Start & End Date, and PI Name are displayed to identify the proposal. The Financial Entities subsection displays the following four columns: Review, Entity, Related, and Comments.

Table 227 New Proposal Disclosure > Disclosure tab > Project & Financial Entity Relationships field definitions and actions

Field	Description
Review (column)	This column contains the View, Edit, and History function buttons that allow the user to access the details of the financial entity. Close the box to continue with your disclosure.
View	Click the view button to display the financial entity details window in a light-box window.
Edit	Click the edit button to open this financial entity and modify the entry. When you finish your edit and submit or cancel, you will return to the disclosure.
History	Click the history button to display a table that summarizes the updates made to this financial entity. Close the box to continue with your disclosure.
Entity (Column)	This column contains the (create) “new financial entity” button in the leading row, and the name of the reporter’s financial entity in the detail rows.
New financial entity	Click the new financial entity button to open the entry screen to define an entity. See the section on Financial Entity maintenance for complete instructions. When your entity maintenance is complete and you submit or cancel, you will return to the disclosure.
Related (column)	This column header contains the quick-entry buttons to assign the entity relationship status to every financial entity. The detail row contains the drop-down selector to assign the relationship status on an item by item basis.
All	Use the “all” button to change every financial entity status to “Related.” You may override individual entries by using the selection tool in that row.
None	Use the “none” button to change every financial entity status to “Unrelated.” You may override individual entries by using the selection tool in that row.
Select	Click on the “select” drop-down list tool to assign a financial entity relationship status.
Comments	This section is used to provide additional explanatory text.