How To Add a Non-Personnel 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.

Non-personnel line items are budgeted expenses that do not fund staff salary or staff benefits.

1. Open Grant Management>Grants>All Grants.
2. Click a grant name.
3. Open the Pre-Award tab>Submission Budget.
4. Click the  (Add icon) next to a budget category.
5. In the General tab of the pop-up window, select Non-Personnel from the Item Type dropdown.
6. Add a line item Name.
7. Add the Direct Cost.
8. 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.
9. 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.
10. Select the Responsible Individual. This list pulls from Contacts>Staff.
11. Add a Description (optional).
12. Click Lock to prevent line item from being edited (optional).
    
13. Click Create.