Budget Import Template

The Budget Import Template allows Managers and Administrators to import grant budgets and line items instead of adding them manually. 

Use the attached template to import your Budgets and Line Items. Required fields are designated with an asterisk (*). Once completed, users can import from a grants list or a grant record.

How To Import Budgets for Multiple Grants:

1. Open Grant Management>Grants>All Grants.
2. Click the   (Import icon) in the Icon Bar.
3. In the pop-up window, select Budget Import from the Choose Import dropdown. 
4. Select Award Type.
5. Select to Identify Grant by ID or Unique Identifier. 
6. Click Choose a file to select a file from your computer.
7. Select the Destination field for each Source column. If you are using the Budget Import Template (recommended), the source and destination fields should match.
8. Click Import.

How To Import Budget Line Items for a Single Grant:

1. Open Grant Management>Grants>All Grants.
2. Click a grant name. 
3. Open the Pre-Award tab>Submission Budget or Post-Award tab>Budget.
4. Click the   (Import icon) in the Icon Bar.
5. In the pop-up window, click Choose a file to select a file from your computer.
6. Select the Destination field for each Source column. If you are using the Budget Import Template (recommended), the source and destination fields should match.
7. Click Import.