Project Start Date

The requested start date of the proposed project. The date the project will begin is prepopulated and display-only.   The start date of a budget period as reflected in the fiscal period in which the rates apply.  In the Proposal Module, this is the requested project start date for the project in the proposal.

Project End Date

The requested end date of the proposed project. The date the project will end is prepopulated and display-only.  The expiration date of the currently proposed/funded period, plus unfunded periods (this may include possible option years).

Budget Status

The current condition of the budget (e.g. complete, incomplete;)  only one budget version can be marked as “complete.” Select from the list  the term that indicates the current condition of the budget.  The status of the final budget version for this Proposal Development Document.  Click the down arrow to select either Complete or Incomplete from the list.

Final?

A check box that indicates the budget is ready for review.  This checkbox must be marked prior to changing the budget status to “complete.” Select  the checkbox to set the Final Version Flag and indicate this budget version is the final one.

Comments

Any internal remarks or explanations related to the budget version. The Comments for this budget.

On/Off Campus

The place for indicating if the activity is performed On campus, Off campus, or a combination of both.  The “Default” option allows the user to adjust the on/off campus checkbox at the line item level. Select ‘All On’ or ‘All Off’ as necessary from the drop-down  list to set for all calculations and avoid having to change line-by-line. 

  Default makes the yes/no read-only checkbox active and this setting affects the Line Item Details section requiring careful review of all lines.

Modular Budget?

The box indicating if funding is being requested in the Modular Budget format (e.g. $25,000 increments up to a maximum of $250,000 per year.)  Currently only used when applying for NIH funding. Select  to set the Modular Budget Flag, which is a system indication that this is a modular budget format that is applicable to certain NIH proposals only.

Total Cost Limit

The maximum cost (including indirect costs) to be paid by the sponsor, as entered by the user.  The user will receive a warning message alerting them when the budget exceeds the total cost limit. Fixed Point.  The maximum cost (including indirect costs) to be covered by the sponsor.  Exceeding will produce a warning message.

Residual Funds

Fixed Point.  Remaining funds, if any, from a previous award.

Unrecovered F&A Rate Type

The type of F&A Cost (a.k.a. overhead or Indirect Cost) applicable to the project which is not provided by the sponsor. Select from the list  the type of rate used for the F&A that is applicable to the project, but not recovered from the sponsor if applicable.  Ur Rate Class CodeF&A costs which are not requested or provided by the sponsor.

F & A Rate Type

The type of  F&A Cost (a.k.a. overhead or Indirect Cost) applicable to the project which is provided by the sponsor. This is the type of overhead rate that is applicable to the project.  Click the down  arrow to display the list and click on an item in the list to highlight and select it to populate the box with your selection.