How To Add a Grant Personnel 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. 

Personnel line items are budgeted staff compensation expenses. For more information about compensation history, see the AmpliFund Contact Management Guide.

1. Open Grant Management>Grants>All Grants.
2. Click a grant name.
3. Open the Post-Award tab>Financial>Budget.
4. Click the  (Add icon) next to a budget category.
5. In the General tab of the pop-up window, select Personnel from the Item Type dropdown.
6. Select the Category.
    Note: If the employee has compensation history, the salary defaults to the compensation amount for the period. The Designation to Awarded and Designation to Pending Grants percentages show the percent of the salary already designated to other grants’ personnel line items.
7. Select the Employee name. This list pulls from Contacts>Staff.
   1. If the employee is unknown, check the Choose employee at later date checkbox.
   2. Add a line item Name.
      
8. Add the Position (optional).
9. Add the amount of funded Salary.
10. Add Benefits and Direct Cost (optional).
11. Check the Exclude From Match checkbox as necessary. This option will not be available if the category match requirements are set to Disable or Require.
12. Check the Exclude From Indirect checkbox as necessary. This option will not be available if the category indirect requirements are set to Disable or Require.
13. Check the No Salary Data Used for Staff as necessary.
    1. If unchecked, add Designation To This Grant percentage (in decimal format) to update the Salary amount (optional).
       
14. Select the Responsible Individual. This list pulls from Contacts>Staff.
15. Add a Description (optional).
16. Click Lock to prevent line item from being edited (optional).
    
17. Click Create.