Edit an Installment

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Written by Hanna Smith

Last published at: December 9th, 2019

Follow these steps to edit an installment for a request: 

  1. Click on the project name to reach the Request Summary. 
    • The project name can be accessed from multiple locations, including a workload page (i.e. All Open Approvals), the User or Organization Summary page, or the Requests & Decisions search page. 
  2. Click the Award Details tab.
  3. Click the installment you want to edit. This will expand the details. 
  4. Click the Pencil Icon next to the field you want to edit. 
  5. Click Save when you're done. 

The Amount Awarded for the request is equal to the total of the installments. If you edit the installment amount(s) so that the Installment Total is more or less than the original total, the Amount Awarded field on the approval form will automatically update.