Save Spend Tracking Codes (Grant IDs) to the drop-down list

Spend Tracking Codes (grant IDs, project codes, funds, payment methods, etc.) can be associated with individual requests. Lab Admins can add Spend Tracking Codes to the Lab to easily keep track of spending.

1. On the top left side of the toolbar, click on All Labs (or the Lab name) and then click Manage.

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2. Select the Lab on the left sidebar and choose the Lab Settings tab.

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3. Click Add new code. 

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4. Enter a new Spend Tracking Code. Add another code or click Save when done.

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To delete a Spend Tracking Code and remove it from the drop-down list on the Requests page, click the 'X' next to the ID. Any items that had that Grant ID will keep it, but lab members will no longer be able to choose it for new requests. 

 

Next Up: Learn how to filter by Grant IDs and generate a Spend Report

 

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