How To Add Financial Information to a Submission Budget Line Item

Submission budgets define the planned spend down of the overall grant and include planned expenses, revenue, and match. They can be created and edited by Organizational Admin, Department Admin, and the Grant Manager.

Budgets show the budget categories, grant-funded amounts, match amounts, total costs, and total revenue by default. Additionally, the grant years, line items, and Responsible Individuals can be shown or hidden.

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 Pre-Award tab>Submission 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.