How To Add an Award Personnel Budget Line Item

Personnel line items are budgeted staff compensation expenses. For more information about compensation history, see the AmpliFund Contact Management Guide.

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 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 the recipient's Contacts>Staff.
   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. Select the Responsible Individual. This list pulls from Contacts>Staff.
14. Add a Description (optional).
15. Click Lock to prevent line item from being edited (optional).
    
16. Click Create.