Contents

Administrator Setup:

• Financial Program Setup
• Using Budget Section Field
• Direct and Indirect Costs

Applicant/Awardee:

• How to use

Overview

This article provides guidance on how to effectively utilize the Budget Section Field within a financial program setup. It outlines essential steps for configuring financial details and categorizing costs, including both direct and indirect costs, ensuring a streamlined process for collecting budget information.

User Tip: To ensure a smooth process, it is advisable to complete the Program Setup before creating your Intake forms. This is particularly important if you plan to collect budget information, as you need to establish the Financial Details for your program and allocate the appropriate categories.

Administrator Setup

Program Setup

In the Program Setup section, navigate to Financial. Here, you will allocate funds for your program.

Begin by adding the monetary amount designated for this program. Select the appropriate Fund and input the allocated amount.

Select Allocate categories in Program:

Select the categories you want to allocate to the program:

After selecting the categories you wish to allocate, click on Allocate in Program to finalize the process.

Important: If you do not allocate categories, you will be unable to use budget section effectively for your program. 

If you do not see any categories available for allocation, ensure that you have already added them to your budgets. For detailed instructions on how to do this, please refer to this related help article.

Using the Budget Section

To begin, navigate to the Intake Forms and create a new intake form. 

During this process, ensure that you select the option to include Sections for your intake form.

Add a New Section to your intake form.

Add a Budget Field to your intake form:

Then select to configure the section with the gear wheel in the top right corner:

Direct and Indirect Costs 

Select the direct and indirect cost categories you would like to add to your budget section.

If your program utilizes indirect costs, set the appropriate percentage for these costs:

Select the direct and indirect cost categories you would like to add to your budget section. It’s important to specify whether each selected category will be classified as a direct cost and/or an indirect cost. 

User Tip: To maintain clarity and organization in the budget sections for both you and your awardees, only select the categories that you are confident will be used in your program. This approach will help keep the budgeting process tidy and manageable.

Within each budget category, you can configure the tables within.  Select the gear setting wheel:

Then set how many rows

Applicant/Awardee 

Completing your budget as an applicant/awardee

When filling out your budget, you will need to enter information into the designated line items within each budget category. This includes both direct costs and, if applicable, indirect costs. Additionally, you can specify any matching amounts that you anticipate receiving.

The budget table is designed to automatically calculate totals for each category, making it easier for you to manage your finances:

If you choose to include indirect costs in your budget, you will see the allowed indirect cost percentages displayed, along with the number of indirect costs you have entered. For further clarification, you can click on the information icon, which will provide details about the current indirect cost percentage:

Keep in mind that if you exceed the allowable limit for indirect costs, the system will visually flag this issue. However, you will still be able to submit your budget despite this warning.