How To Add a Budget 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.

Budget line items are the planned expenses related to a project. These can be tied directly to a grant's budget line items.

Projects allow for two types of line items: Personnel and Non-Personnel. Personnel line items are budgeted staff compensation expenses. Non-personnel line items are budgeted expenses that do not fund staff compensation. Benefit Type line items cannot be tied to a project.

Prerequisite: Must be Organizational Administrator, Project Admin, Department Admin, or Project Manager

1. Open Project Management>Projects.
2. Click a project name.
3. Open the Planning tab>Budget.
4. Click the   (Create icon) in the Icon Bar.
5. In the pop-up window, select Item Type. This can be Personnel or Non-Personnel.
6. Select a budget Category (optional). This list pulls from Administration>Lists>Budget Categories.
7. Add the line item Name.
8. Add a Description (optional).
9. Add the Budgeted Amount.
10. Select a Responsible Individual. This list pulls from Contacts>Staff.
11. Click Create.