How To Add a Budget Category to the Budget Template

Budget categories are selected from your organization's budget categories. These categories can be used by applicants to build their proposed budget.

1. Open Award Management>Fund Opportunities or >Grant Opportunities.
2. Click an opportunity name.
3. Open the Budget tab>Budget Template.
4. Click the + (Create icon) in the Icon Bar.
5. Select a Category. This pulls from Administration>Lists>Budget Categories.

6. Select if the category is Non-Grant Funded.

7. Select Purpose Areas (optional). This pulls from your organization's purpose areas in Administration>Lists>Purpose Areas

8. Click Save.