How To Configure Award Budget Settings

Once you have created an award, you can add award details and settings. The award's Details page allows you to provide more information about the award and its budget, and allows you to set up task reminders. Once you have activated the award, the recipient will receive an email notification that includes an invite to AmpliFund to track and manage the award. 

1. Open Fund Management>Awards.
2. Click the   (View Award icon) next to a lead recipient name.
   
3. Open the Post-Award tab>Budget Settings.
4. Click the  (Edit icon) in the Icon Bar.
5. In the Recipient Settings section, select budget editing permissions in the Budget Creation dropdown. By default, both the funder and recipient can edit the budget.
   
6. Select expense editing permissions in the Expense Creation dropdown. By default, both the funder and recipient can create expenses.
   
7. In the Matching Information section, select Match requirements. If Enabled or Required: 
   1. Select if Match Percentage should be defined as percentage of total grant budget or grant-funded amount only.
      
   2. Select type of Default Cash Match.
   3. Add default Cash Match Amount or Percentage, as necessary.
      
   4. Select type of In-Kind Match for Personnel line items.
   5. Add default In-Kind Match for Personnel line items Amount or Percentage, as necessary.
      
   6. Select type of In-Kind Match for Non-Personnel line items.
   7. Add default In-Kind Match for Non-Personnel line items Amount or Percentage, as necessary.
      
8. Select Default Other Funding. This is the amount or percent that will be inherited by budget categories and line items.
   1. If Percentage is selected, add the Other Funding Percent (in decimal format).
   2. If Amount is selected, add the Other Funding Amount.
9. In the Indirect Cost Rate section, select if you will Track Indirect Cost Rate.
   1. If Yes, add the Rate Type, Indirect Rate (in decimal format), Start Date, and End Date. To add additional rates, click the   (Add icon).
      
10. In the Categories section, select a budget category and click Add. Repeat as necessary. Click the   (Delete icon) to remove.
    
11. Check the Allow Recipient to Create Categories checkbox if recipients will be able to create their own budget categories.
12. In the Benefits section, select how benefits will be added in the Add Benefits By dropdown.
    • Personnel line item: Benefits can be added from and are attached to personnel line items
      
    • Benefit Type: Benefits can be added as standalone line item type.
      
13. Select Supported Benefit Types and click Add. These are benefit types that will be available on the award. Repeat as necessary. Click the   (Delete icon) to remove.
    
14. Check the Allow Recipient to Set Up Benefits checkbox if recipients will be able to add their own benefit types.
15. Click Save.