Contents

• Overview
• Before You Begin
• Setting Up the Budget Section
  • Direct and Indirect Costs
• Applicant/Awardee
• Completing your budget as an applicant/awardee

Overview

This step-by-step guide shows Program Admins how to add and set up a Budget Section Field in an intake form in Next. The Budget Section Field is how you collect budget information from applicants, including direct and indirect costs.

Before You Begin 

Before adding a Budget Section field to your Intake Form, make sure you have:

1. Set up funds for your program. See ➡️ Setting Up Budgets
2. Added budget categories to your award cycle. See ➡️ Add Budget Categories to a Cycle

💡Tip: Complete these steps before building your intake form. Without at least one category added to your cycle, you won't be able to set up the Budget Section Field.

Setting Up 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.