How to Submit Quarterly Reports

PROJECT tab

Once you are ready to submit the report, select the Submit option in the Quarterly Report Status section:

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Once you have submitted the report, the report will display on the Submitted status in the reports dashboard:

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Add a Comment to a Quarterly Report

You can add comments to a quarterly report. This allows you to communicate issues, delays, or pending items to other users.

To add a comment, simply type your comment in the text box provided and select the Save option when completed:

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Add a Document to a Quarterly Report

You can add supplemental documents related to a quarterly report. To add a document, select the Attach option from the main quarterly report screen and follow the instructions:

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Resubmit Quarterly Report

 

Sometimes an FPU Admin will reject a quarterly report and request a resubmission. Navigate to the list of quarterly reports by selecting the Quarterly Reports option for the project:

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Select the Show Details option for the report in the Needs Resubmit status:

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After you have reviewed any comments and made updates, select the Submit option in the Quarterly Report Status section:

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The report will now be in the Submitted status for review by an FPU Admin:

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