How To Add Financial Information 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. 

The Financials tab allows users to add more detail to the direct cost and matching planned amounts, and to associate GL accounts with the line item. Users may allocate line items across grant years or months. Line items are allocated evenly by month across the line item life unless unevenly spread.

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 Financials tab.
6. Add the Cash Match Amount, In-Kind Match Amount, and Other Funding in dollars or percentages.
   
7. Select a GL account. This list pulls from Administration>Lists>GL Accounts.
8. Click Add. You can add multiple GL accounts if necessary.
9. Select if you wish to view your allocations Yearly or Monthly.
10. Add allocation amounts. Click the  (Clear icon) to remove all selections. Click the  (Spread Evenly icon) to spread amounts equally over the grant's months.
    
11. Click Save.