How To Add Financial Information to an Award Budget Line Item

The Financials tab allows users to add more detail to the direct cost and matching planned amounts, and to associate GL accounts with the line item. Users may allocate line items across grant years or months. Line items are allocated evenly by month across the line item life unless unevenly spread.

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   (Edit icon) next to a line item.
   
5. In the pop-up window, open the Financials tab.
6. Add the Cash Match Amount and In-Kind Match Amount in dollars or percentages.
   
7. Select a GL account. This list pulls from Administration>Lists>GL Accounts.
8. Click Add. You can add multiple GL accounts if necessary.
9. Select if you wish to view your allocations Yearly or Monthly.
10. Add allocation amounts. Click the   (Clear icon) to remove all selections. Click the   (Spread Evenly icon) to spread amounts equally over the grant's months.
    
11. Click Save.