How To Add a Budget Line Item

Depending on the opportunity settings, the funder may provide a budget for you to complete.

1. Open the opportunity.
2. Click Budget.
   
3. In the Budget View Settings section, check the Line Items checkbox to view line Items.
   
4. In the Proposed Budget section, click the  (Add icon) next to a budget category name.
5. In the pop-up window, update Category, if necessary.
6. Select the line item Type.
   • Personnel Line Item: budgeted staff compensation expenses
   • Non-Personnel Line Item: budgeted expenses that do not fund staff compensation
   • Benefit Type Line Item: planned benefit expenses for all grant-funded staff
7. Add the line item Name.
8. Add the Direct Cost.
9. If available, select if the line item is Non-Grant Funded.
   1. If Yes, add the dollar amount or percent (in decimal format) of the line item that will be funded by Cash Match, In-Kind Match, or Other Funding, as applicable.
      

10. If available and applicable, add the portion of the line item that should be included as Initial Advance.

     Note: This field is only available when Advance Payment or Working Capital is selected as the Reconciliation Method.

11. Add the line item Narrative (optional).

12. Click Save.