How To Add Benefits Information to 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. 

Prerequisites: Must be a personnel line item where benefits are planned on a per-staff member basis. Benefit type must be added in the grant's budget settings.

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 Benefits tab.
6. Select the Supported Benefit Type. This list pulls from the Post-Award tab>Settings>Budget Settings.
7. Click Add. You can add multiple benefit types if necessary.
8. Add the benefit Amount in dollars or percentages.
9. Check Exclude From Match and Exclude From Indirect checkboxes as necessary.
10. Click Save.