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Create a Subaward Budget Video (opens in a new tab)

📘 Open the Sponsor Budget

  1. From the Budgets tab on the proposal's workspace, click the name of the sponsor budget.

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

📘 Create a Subaward Budget

  1. From the budget workspace, click Create Subaward.

The image displays a section of a subaward budget interface with a Draft header, followed by four action buttons including Edit Budget, Printer Version, Create Subaward (which is highlighted), and Create Cost Share under a Next Steps heading. Create Subaward is highlighted in red.

📘 Subaward Budget Information

This image shows the interface for entering subaward budget information, including fields for title, recipient, investigators, budget details, and contribution limits, with some sections.
  1. On the Subaward Budget Information page, type a descriptive budget title.

  2. Under Subrecipient, start typing the subawardee organization’s name and pick from the matches, or click the ellipsis to select from the full contractor list.

  3. If the subawardee’s project has a PI, click the ellipsis, supply the PI information in the resulting form, and click OK.

  4. Under Subaward budget detail level, choose how to supply financial information. If you select Per Period Direct and Indirect Total, a subsequent page for financial input becomes available.

  5. Supply any other optional information and click Continue.

📘 All Personnel

To document other subawardee personnel, on the All Personnel page, click Add, complete the form, then click OK. When done adding personnel, click Continue.

This image shows a personnel management interface for a subaward, with an Add button for new entries and action buttons for exiting, saving, or continue.

📘 Per Period Cost Totals

If you selected Per Period Direct and Indirect Totals for the Subaward budget detail level in step 6, on the Per Period Cost Totals page, enter direct and indirect amounts for the budget periods. Click the small arrows at the right of a Period column to replicate values in all subsequent periods.

This image shows multi-year per-period cost totals for direct and indirect expenses, along with grand totals for each year and the overall project duration.

When done entering direct and indirect amounts, click Continue

📘 Attachments

  1. On the Attachments page, click Add if you want to attach any supporting documents for internal review purposes, such as instructions.

    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.
  2. When satisfied with your budget, click Finish.

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