How To Add a Category to Grant Budget

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. 

Budget categories can be selected from the Post-Award tab>Settings>Budget Settings. Budget categories inherit settings from the budget by default.

 Note: Depending on your account settings, this record type may have additional custom fields or sections.

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 Expense Budget.
    Note: Line items within the budget category will inherit its settings. The indirect and match settings must be configured in Budget Settings in order for category values to calculate.
   
5. In the pop-up window, select a Category in the Category Details section. This list pulls from the categories created in the Post-Award tab>Settings>Budget Settings.
6. Enter the Budgeted Amount for the category. The sum of the line items within this budget category cannot exceed this amount.
7. Select the Indirect Cost requirements for all line items within the category.
   • Disable: indirect cost will not be tracked within the budget category
   • Enable: indirect cost may be tracked within the budget category on a per-line item basis
   • Require: indirect cost will always be tracked within the budget category
8. Select the Cash Match requirements for all line items within the category.
   • Disable: cash match will not be tracked within the budget category
   • Enable: cash match may be tracked within the budget category on a per-line item basis
   • Require: cash match will always be tracked within the budget category
9. Select the In-Kind Match requirements for all line items within the category.
   • Disable: in-kind match will not be tracked within the budget category
   • Enable: in-kind match may be tracked within the budget category on a per-line item basis
   • Require: in-kind match will always be tracked within the budget category
10. Select the Other Funding requirements for all line items within the category.
    • Disable: other funding will not be tracked within the budget category
    • Enable: other funding may be tracked within the budget category on a per-line item basis
    • Require: other funding will always be tracked within the budget category
11. Click Lock to prevent line items being added to the category or the category being edited (optional).
     Note: Line items within a locked category can be edited. Locked categories may be unlocked by Organizational Admin, Department Admin, or the Grant Manager.
    
12. Click Create.