How To Add an Expense Cap 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 expense caps are independent of each other, and can be created on a per-line item basis.

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. Add the Expense Cap. This will prevent expenses within a category from exceeding the capped amount.
7. Check the Do not allow expenses to exceed checkbox as necessary. If selected, expenses cannot be imported or added over the cap amount.
8. 8. Click Save.