Award Budget
The Award Budget document allows you to to manage the budget over time as budget categories, internal institutional account distributions, or the total amount of funding change. It is an optional document that does not have to be created for all Award documents. Although Proposal Budget functionality is not applicable to Award Budgets, the information may be copied to form a basis for a new Award Budget document. Some of the information in an Award Budget document is entered in a Time and Money document, which becomes read-only in the Award Budget, including: Total Cost Limit, F&A Rate, F&A Type, Cost Sharing, and Distribution & Income. In order to create an Award Budget document, you must first specify the following in a Time & Money document: Obligation Start/End Dates and Anticipated Amount.
Access
The Award Budget document is accessed by clicking the
open 
button in
the Budget Versions section of the Award document (also where new budget
versions are created).
Permissions
Users authorized to the Award Budget Aggregator role have the ability to create, edit and submit an Award Budget document.
Initial Display
By default, the Award Budget document displays the Parameters page upon initial access from the Award document, with the Budget Overview and Budget Periods & Totals sections shown expanded. It shares the same Document Number as the corresponding Award document.
Figure 925 Award Budget Document - Initial Display (Defaults To Parameters Page)
Header
The Award Budget document displays the unique Budget Name and Version # fields in the document header area at the top, right of any page.
Figure 926 Award Budget Document - Document Header Example
Table 416 Award Budget Document – Document Header Field Descriptions
|
Field |
Description |
|
Document Nbr |
This is a number that identifies the budget version that is currently accessed and displayed (not the budget name). |
|
Initiator |
The user name of the person who first added this award budget version. |
|
Budget Name |
The textual name that uniquely represents this budget version (required entry by Initiator during add process). |
|
Status |
The state this document is currently in as it relates to the completion of the document (not its routing or submission). |
|
Created |
The time and date this document was created by any user. |
|
Version |
A numeric identifier of an individual instance or copy of a budget. Since budget versions may share a common name, this, along with the Document ID (Nbr), differentiates one from another. |
Return To Award Button
Regardless of the currently-displayed page within an Award Budget document, you are able to return to the associated Award document by clicking the return to award button, which appears at the top, right of any page, and is highlighted in blue.
Figure 927 Award Budget Document - Return To Award Button
Action Buttons
|
|
Dynamic Action Button Concept: The available action buttons at the bottom of the screen differ depending upon which page is currently displayed. |
Figure 928 Award Budget Document - Action Buttons
Pages
The Award Budget document has the following nine pages:
Figure 929 Award Budget Document – Pages Layout
Table 417 Award Budget Document – Page Descriptions and Subtopic Links
|
Page (linked to subtopic) |
Brief Description |
|
View information about the different potential budgets that are works in progress in addition to the one currently accessed. One of these candidates will eventually be selected to be the final version associated with a Proposal document. | |
|
View basic information about the Budget document including its status, relevant dates, costs, rates and period totals. This is the page that is displayed by default when the Budget document is first accessed via a Proposal Development document. | |
|
Select and add types of rates related to a Budget document, specify or adjust their values as necessary, calculate totals and then synchronize them throughout. | |
|
View expenses, calculated expenses and total expenses entered in the Budget document. | |
|
Search for and select employees that are to participate in the activities associated with the proposed research work so that their salaries can be figured in with the costs associated with the project being proposed. | |
|
Non-Personnel |
Search for and select non-employees that are to participate in the activities associated with the proposed research work so that their salaries can be figured in with the costs associated with the project being proposed. |
|
View cost sharing and unrecovered F&A distribution lists, add income amount lines by period, calculate summary totals and synchronize. | |
|
Select modular budgets by period; view basic, direct cost and F&A information about each, modify that information, and synchronize it. | |
|
Select and print forms that sort and summarize information entered into the Budget document; and enter text that justifies the necessity of the document. |
Budget Versions