How To Configure Budget Template Settings

Budget Templates allow you to provide applicants with budget categories, if desired. These categories link back to your organization's budget categories. Based on the application settings, applicants can or must use the provided template, they may create their own budget, or they do not have to provide a budget.

The Budget portion of the application can be available, required, or hidden. Applicants may be allowed to create their own budget categories in addition to using budget categories provided in the template.

1. Open Award Management>Fund Opportunities or >Grant Opportunities.
2. Click an opportunity name.
3. Open the Budget tab>Budget Settings.
4. Application Configuration

5. Configure the Budget template by selecting from the following checkboxes:

   • Show Budget: The Budget section of the application is available but not required for submission.

   • Budget required: The Budget section of the application is required for submission.

   • Budget narratives required: Applicants are required to submit a Budget narrative when they submit a proposed budget.

6. Click an opportunity name.

7. Open the Budget tab>Budget Template.

8. Click the (Create icon) in the Icon Bar.

9. Select a Category. This pulls from Administration>Lists>Budget Categories.

10. Add a Description (optional).

11. Select if the category is Non-Grant Funded.

12. Select Purpose Areas (optional). This pulls from your organization's purpose areas in Administration>Lists>Purpose Areas

13. Click Save.