...
Extension. An extension will move the end date for all of a project’s current allocations on active resources. No additional allocation amounts can be added as part of an extension.
Supplement. With a supplement, a user can ask for additional allocation amounts to be added to all or some of their current allocations. A supplement does not change the end dates for any allocation.
Appeal. An appeal is a special case of a supplement that allows a user to contest the results of an allocation decision, often by correcting a reviewers’ misinterpretation or by providing missing details requested by the reviewer. XRAS allows you to define a window during which appeals may be submitted (e.g., within 30 days of an award being made).
Transfer. Within a given project, a user can ask for resource units to be moved from one allocation to another. Typically, some amount is subtracted from one allocation and added to another allocation.
Advance. Another special case of a supplement, in which additional allocation amounts are sought immediately, in anticipation of a future allocation award. Typically, the approved advance is added to a current allocation. Later, when the future allocation is made, it is reduced by all or some of the advanced amount.
Adjustment. An adjustment may be entered by XRAS admins to make changes to a project’s allocations, for any reason, usually to accommodate unusual situations that may arise. Users cannot request adjustments via the XRAS Submit UI.
Progress Report. This action allows a user to submit a statement of progress on a project. A progress report requires no processing and does not affect a project’s allocations. Note that a progress report document can be required as part of other actions.
Final Report. This action allows a user to formally close out a project by attaching a final report without asking for any additional allocations. This allows you to capture outcomes from users who have completed a project but who are not planning to submit a renewal request for that line of work.
XRAS allows you to configure rules to control if and when users are allowed to submit the different actions. For example, you may not want to allow a transfer to be requested within one week of a project’s current allocations ending. You can control if and when actions are permitted based on the dates and the status of their original allocation requests.
...