Exclude Grant Mobility File
 Previous Top Next
The Extended Grants Settings File (files with extension eg.csv) specifies whether to turn off the grant from being tracked for certain settings. This includes Mobility tracking and Liability Equity Classification.




Insertions and Modifications
The upload file can contain both new records, and updates to existing records. Inseerting Grant ID and a value for Grant Exclude Mobility Flag updates the data.



Deletions

To delete a specific record, insert a row including only the GrantID.


Deletion records can be in the same file as insertion and modification records.



File Format
#
Field Name
P =Required M = required MPA
Field Type

Sample Field
Description
1
Grant ID
P
Alpha-Numeric (40)
12345
This must be a valid GrantID that was previously established in the system
2
Grant Exclude Mobility Flag
 
Boolean
Y
When yes, then the Grant will be excluded from Mobility Reporting functionality in reports

 
3
Accounting Classification
 
List Selection (Enumeration)
EQUITY or LIABILITY
This determines if Liability Accounting is applied to this Grant.
 
4
Subject to EPS Dilution
 
 
Boolean
Y, N, 0, 1
For Awards that have a Grant Settlement Method of CashOrStock, this indicator determines if the Award is to be considered in the calculation of EPS Dilution.
This field defaults to Yes when a Grant is added using the .gr or .ag file load, or in Grant Management.
 

Examples
To properly load, fields in each row of the file must be in the following sequence:
GrantID, Grant Exclude Mobility Flag, Accounting Classification, Subject to EPS Dilution


An example of valid lines in an Mobility Tax Benefit Allocation File are as follows:
12345, Y, EQUITY, Y
12346, 1, LIABILITY, N