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  1. On the proposal’s or component's Budgets tab, click the name of the sponsor budget.

    This image shows the proposal Budgets tab and the name of the sponsor budget.Image Modified

  2. Click Edit Budget.

    This image shows a section of the interface for managing a budget. It includes a status indicator at the top, a Next Steps heading, and two action buttons below. One button is highlighted, suggesting it's the primary action for editing the budget, while the other offers a printing option.Image Modified

📘 General Budget Information

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  1. * Budget title: Edit the display name of this budget to better identify the sponsor or the budget's content if necessary.

  2. * Principal Investigator for this budget: This drop-down list contains only the names of those identified as a PI or Co-PI on the proposal.

  3. * Does this budget use the standard F&A cost base and rates? If this budget will use the standard F&A cost base and rates displayed in the table below, select Yes. If you need to enter non-standard F&A rates or cost base, click No. An additional table for entering those values appears. If changes in site configuration impact this budget's standard rates, the system selects No, and the old rates appear in the non-standard table.

    This image shows the General Budget Information with several input fields. It includes sections for entering budget details, personnel information, and budget-related questions. Below the form is a table displaying standard cost base and rate information across multiple time periods.Image Modified
  4. Will you require detailed budget tables for this budget submission?

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  1. On the Personnel Costs page, click Edit.

  2. In each personnel cost row, type the planned effort and salary requested on the project.

    Image RemovedThis image shows a personnel costs form for a budget proposal. It contains fields for employee information, time periods, effort metric, salary details, and rates.Image Added

  1. Depending on the effort metric selected for the proposal, you enter these values either as percentages or as months.

  2. If the effort metric is months, depending on how personnel were set up on the Personnel Cost Definition page, you may budget a person's effort for the entire calendar year, or distribute it between summer and academic sub-periods.

  3. If the salary requested for any person is less than their projected effort, when you save the budget, the budget workspace alerts you to create a cost share budget to show how the additional funds will be provided.

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  1. On the Attachments page of the budget, click Add to attach any supporting documents.

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    This image shows a field for adding attachments to the budget. It includes a section header and an Add button for uploading new attachments. At the bottom of the interface are navigation buttons including Exit, Save, and Finish options.Image Added
  2. When satisfied with all your budget entries and attachments, click Finish.

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