How To Import Grant Budget Line Items

Budgets show the budget categories, grant-funded amounts, total costs, and total revenue by default. Additionally, grant years, line items, Responsible Individuals, GL accounts, actuals, and remaining amounts can be shown or hidden. As actuals are added against the budget, they can be displayed and filtered by expense date. This includes any Closed, Reviewed, Payment Requested, or Paid expenses. 

Organizational Administrators and Grant Managers can import multiple budget line items using the Budget Import Template (recommended) or their own Excel file. The Budget Import Template includes the Grant ID, Line Item ID, Line Item Type*, Budget Category*, Benefit Type, Name*, Description, GL Account IDs, GL Name, GL codes, Responsible Staff*, Direct Cost*, Project Line Item, Exclude From Match, Generates Indirect, Cash Match Value, Cash Match Type, In-Kind Match Value, In-Kind Match Type, Other Funding Value, Other Funding Type, Personnel Staff, and Personnel Title fields. Required fields have asterisks (*) next to their names.

 Note: The GL Code, GL Name, GL Class 1, and GL Class 2 must exactly match what is in Administration>Lists>GL Accounts. If you have defined your GL Accounts, you must ensure that the column headers and number of columns match what you have defined in Administration>License Information>Settings tab. The Responsible Staff and Personnel Staff names must exactly match what is in Contacts>Staff.

1. Open Grant Management>Grants>All Grants.
2. Click a grant name.
3. Open the Post-Award tab>Financial>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.