⚡Next Quick Guide

Overview

Some award agreements include a *Budget section, which requires a start and end date for the budget period covered by the award. You must add these dates before you can notify the recipient — this guide walks you through how. 
*Budgets is an add-on feature and is not included in all plans. If you'd like to add it, please contact Customer Success. 

Who can add budget start and end dates to an award agreement? 

• Organization Owners 
• Client Admins (in partner-managed accounts) 
• Program Owners (Note: this is the only role that can Notify the award recipient)
• Program Managers

Before You Begin

1. You must have already saved an award offer with an award agreement selected. For steps, see ➡️Designate Award Offers and Agreements. 
    
2. Confirm the award agreement includes a Budget section. Not all agreements will have one. If you need to create a new award agreement template that includes a budget section, see ➡️Creating and Publishing Award Agreement Templates > Include Awardee's Budget.
    

Step-By-Step Instructions 

1. In the applicant’s saved award, click the hyperlinked Award Agreement. 
   
   (To get here: Open the Cycle, then click Awarding in the left-hand menu). 
   
   
    
2. Scroll to the Budget section of the agreement.
   
   

3. Enter or select a month/year from the dropdown in the "From Date" box.



 

4. Enter or select a month/year from the dropdown in the "To Date" box.



 

5. Click Save in the upper-right corner of the Budget section.

What to Do Next 

Once the budget dates are saved, you can notify the recipient. See ➡️Notify Award Recipients. 

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