How To Add Spending Alerts to an Award Budget Line Item

Category and line item spending alerts are independent of each other, and can be created on a per-line item basis. Spending alerts will notify the Grant Manager if a line item is under- or overspent for the monthly allocation or throughout the life of the grant.

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 Configuration tab.
6. In the Spending Alerts section, check the Enable Monthly Spending Alerts checkbox to add monthly spending alerts. Spending alerts will notify the Grant Manager if a line item is under- or overspent for monthly allocation.
   1. Add under budget amount in dollars or percentage (optional).
   2. Add over budget amount in dollars or percentage (optional).
      
7. Check the Enable Total Spending Alerts checkbox to add spending alerts for the life of the grant. Spending alerts will notify the Grant Manager if a line item is within a designated percentage of the total line item budget.
   1. Add threshold percentage (in decimal format).
      
8. Click Save.