How To Add a Category to Award Budget

Budget categories can be selected from the Post-Award tab>Settings>Budget Settings. Budget categories inherit settings from the budget by default.

 Note: Depending on your account settings, this record type may have additional custom fields or sections.

Prerequisite: Funder can edit on Budget Creation Permissions in the award's Budget Settings.

1. Open Award Management>Awards.
2. Click the   (View Award icon) next to a lead recipient name.
3. Open the Post-Award tab>Financial>Budget.
4. Click the   (Add icon) next to Expense Budget.
   
    Note: Line items within the budget category will inherit its settings. The indirect and match settings must be configured in Budget Settings in order for category values to calculate
5. In the pop-up window, select a Category. This list pulls from the categories created in the Post-Award tab>Settings>Budget Settings.
6. Enter the Budgeted Amount for the category. The sum of the line items within this budget category cannot exceed this amount.
7. Select the Allowable Line Item Types for the category. This controls which line item types can be created for the category.
   1. 1. Non-Personnel: Line items are budgeted expenses that do not fund staff compensation
      2. Personnel: Line items for budgeted staff compensation
      3. Benefit Type: Line items are planned benefit expenses for all grant-funded staff. This option is only available if Add Benefits By is Benefit Type on Budget Settings.
8. Direct Cost Calculation: Line items are budgeted expenses where the direct cost is calculated automatically by a selected parameters
   1. 1. If Direct Cost Calculation, select at least one calculation type: Base x Rate: Direct cost is calculated by a Base dollar value multiplied by a Rate percentage value
      2. Quantity x Rate: Direct cost is calculated by a Quantity numeric value multiplied by a Cost Rate dollar value
      3. Salary x Percentage x Time: Direct cost is calculated by a Salary Amount dollar value multiplied by a Percentage of Time percentage value and a Length of Time numeric value
      4. Time x Quantity x Rate: Direct cost is calculated by a Cost Rate dollar value multiplied by a Quantity numeric value and a Length of Time numeric value
      5. Travel x Quantity x Rate: Direct cost is calculated by a Cost Rate dollar value multiplied by a Quantity numeric value and a Number of Trips numeric value
9. Select the Indirect Cost requirements for all line items within the category.
   1. 1. Disable: indirect cost will not be tracked within the budget category
      2. Enable: indirect cost may be tracked within the budget category on a per-line item basis
      3. Require: indirect cost will always be tracked within the budget category
10. Select the Cash Match requirements for all line items within the category.
    1. 1. Disable: cash match will not be tracked within the budget category
       2. Enable: cash match may be tracked within the budget category on a per-line item basis
       3. Require: cash match will always be tracked within the budget category
11. Select the In-Kind Match requirements for all line items within the category.
    1. 1. Disable: in-kind match will not be tracked within the budget category
       2. Enable: in-kind match may be tracked within the budget category on a per-line item basis
       3. Require: in-kind match will always be tracked within the budget category

12. Select the Other Funding requirements for all line items within the category.

    1. 1. Disable: other funding will not be tracked within the budget category

       2. Enable: other funding may be tracked within the budget category on a per-line item basis
       3. Require: other funding will always be tracked within the budget category

13. Select Purpose Areas (optional). Purpose areas will be included on all line items within the category. Recipients must allocate entirety of the line item budgeted amount to the purpose areas. This pulls from Administration>Lists>Purpose Areas.

14. Click Lock to prevent line items being added to the category or the category being edited (optional).
    
     Note: Line items within a locked category can be edited. Locked categories may be unlocked by Organizational Admin or the Grant Manager.
15. Click Create.