How To Link a Project Line Item to a Grant Line Item

The Planning tab of a project allows users to build performance plans and budgets. Project budget plans allow project managers to define project budget categories and amounts.

Once the grant has been linked to the project, grant line items can be linked directly to project line items.

Prerequisite: Grant must be linked to the project and line item types must be the same

1. Open Project Management>Projects.
2. Click a project name.
3. In the Project Information section, click on a linked grant name.
   
4. On the grant record, open the Post-Award tab>Financial>Budget.
5. Click the   (Edit icon) next to a line item name.
6. In the pop-up window, select the Project Line Item from the dropdown in the General tab. This list pulls from project line items of the same type.
   
7. Click Save.