How To Add a 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.

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 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 Personnel from the Item Type dropdown.
6. Select the Category.
7. Select the Employee name. This list pulls from Contacts>Staff.
    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.
   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.