How To Add Spending Alerts to a Grant Budget Line Item

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. 

Category and line item spending alerts are independent of each other, and can be created on a per-line item basis. Spending alerts will notify the Grant Manager if a line item is under- or overspent for the monthly allocation or throughout the life of the grant.

1. Open Grant Management>Grants>All Grants.
2. Click a grant name.
3. Open the Post-Award tab>Financial>Budget.
4. Click the  (Edit icon) next to a line item.
5. In the pop-up window, open the Configuration tab.
6. In the Spending Alerts section, check the Enable Monthly Spending Alerts checkbox to add monthly spending alerts. Spending alerts will notify the Grant Manager if a line item is under- or overspent for monthly allocation.
   1. If selected, add under budget amount in dollars or percentage (optional).
   2. Add over budget amount in dollars or percentage (optional).
      

7. Check the Enable Total Spending Alerts checkbox to add spending alerts for the life of the grant. Spending alerts will notify the Grant Manager if a line item is within a designated percentage of the total line item budget.

   1. Add threshold percentage (in decimal format).
      
8. Click Save.