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How to Request an Allocation on a Package

How to Request an Allocation on a Package

Owned by Cassidy Reese (Unlicensed), created
Last updated: Aug 20, 2023 by Robert DiFilippo
2 min read

Request allocations for from other orgs on packages within your Org. Allocations are payments made to your Org based on financial commitments from other Orgs.

 Instructions

To request an allocation to a package, follow these steps.

  1. Log in to GT-TRACS ( https://gttracs.techtools.gatech.edu/gttracs/ ) using your Georgia Tech login credentials.

  2. Click the faculty record with the package you would like to request an allocation for.

  3. Click the name of the package you’d like to request an allocation for in the list of packages on that faculty record.

  4. If not already selected when the package opens, click the Commitments tab on that package. This will show you a grid of the financial commitments that were approved for this faculty member.

  5. Find the row of the commitment you would like to request an allocation for and click Add/Request Allocation.

  1. Fill in the Add/Request Allocation pop-up fields with the amount and date of the money you would like to be allocated along with any other information you have on the allocation.

  2. Click Save.

 

For more information on how to add an allocation to a package that is within your org, check out our user guide on how to add an allocation.

Allocations can only be requested for a package in GT-TRACS after it has been completely approved and the status is “Accepted” or “Awarded”. For more information on package status information, check out our user guide on how to view and update package statuses.

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