How To Add Indirect to a Grant Budget

Indirect, or overhead, calculates and tracks costs associated indirectly with the grant. On the budget, indirect is system calculated only; the amount cannot be edited by the user. Indirect cost is calculated as the indirect rate of allocations of budget line items that generate indirect. Indirect will appear as a locked category with an Indirect Cost line item.

1. Open Grant Management>Grants>All Grants.
2. Click a grant name.
3. Open the Post-Award tab>Settings>Budget Settings.
4. Click the   (Edit icon) in the Icon Bar.
5. In the Indirect section, check the Track Indirect Cost checkbox. If checked, an indirect cost category will appear in the grant’s Expense Budget which cannot be edited.
   
6. Select a Rate Type.
7. Add the Indirect Rate (in decimal format).
8. Select the Start Date and End Date.
9. Click the   (Add icon) to add additional indirect cost rates.
   
10. If Match is enabled, select the how indirect should be calculated on the Calculate Indirect By field.
    • Direct Cost: Match is included when calculating indirect
    • Grant-Funded Amount: Match is excluded when calculating indirect
11. On the Add Indirect Expenses By field, select how indirect expenses will be added by default.
    • System Generated: Indirect expenses will be automatically created when expenses are added against line items that generate indirect.
    • Manual Entry or Import: Indirect expenses will be added or imported by users.
12. Open the Post-Award tab>Financial>Budget.
13. Click the   (Edit icon) next to a line item within a category that has indirect cost enabled.
    
14. In the pop-up window, open the Configuration tab.
15. Check the Generates Indirect checkbox. The generated indirect amount will be added to the Indirect Cost line item.