Enter Budget Information for a Discretionary Award


Concept

In this topic, you will learn how to add budget data for a discretionary award in G5.


Steps:

  1. Click the Budget Data and Abstracts menu item to begin the process of entering budget data.

    Step 1
  2. Enter the search information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2009".

    Step 2
  3. Enter the search information into the CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.003A".

    Step 3
  4. Enter the search information into the Schedule No. field.

     

    For this example, enter a valid value e.g. "2".

    Step 4
  5. Click the Search button to search for PR/Awards which meet the criteria.

    Step 5
  6. Click the Select button to mark PR/Award Number Z003A090002.

    Step 6
  7. Click the Maintain Budget button to move to the Budget Details tab.

    Step 7
  8. Click the Vertical scrollbar to scroll down.

    Step 8
  9. NoteThe Budget Period Information defaults to Period Number 1, and you can change the Period by using the drop-down menu.

    Step 9
  10. Enter the allocation information into the Total Allocated Amount field for the first ACCS listed.

     

    For this example, enter a valid value e.g. "$5000.00".

    Step 10
  11. NoteThe ACCS string defaults from the associated schedule.

    Step 11
  12. Click the Vertical scrollbar to scroll down.

    Step 12
  13. NoteThe Cost Share information defaults from the associated subprogram.  You may click the link for the HHS Indirect Cost web site to view rates.  Also, you can check the Voluntary Cost Share box if the applicant indicated a voluntary cost share percentage.

    Step 13
  14. Click the Modify Worksheet button to open the budget worksheet.

    Step 14
  15. Note:  The Budget Period defaults to Period Number 1.

    Step 15
  16. Click the Vertical scrollbar to scroll down and view the budget categories.

    Step 16
  17. Note:  The budget data can be entered into any field as needed.

     

    This is an example of a completed budget.

    Step 17
  18. NoteThe Administrative Information defaults from the associated subprogram and cannot be updated.  This includes information regarding cost sharing and indirect cost rates, when applicable.

    Step 18
  19. Also NoteWhen the budget data is entered into the Federal Funding Requested fields, you may click the Copy to Recommended button to copy all the budget figures to the Recommended Amount column which saves data entry time.

     

    If you want to view budget supplements to the application, you may click the View Supplements button.

    Step 19
  20. Click the Continue > button to return to the Budget Details tab.

    Step 20
  21. NoteThis process may be repeated for each budget period.  The budget may be modified until the slate is approved.

     

    This example focuses on Period Number 1 only.

    Step 21
  22. Click the Vertical scrollbar to scroll down.

    Step 22
  23. Click the Continue > button to move to the Summary tab.

    Step 23
  24. Click the Vertical scrollbar to scroll down.

    Step 24
  25. Click the Submit Budget button to submit the budget data to the system.

    Step 25
  26. The system displays a message confirming that the budget has been saved successfully.

     

    Click the Vertical scrollbar to scroll down.

    Step 26
  27. NoteIf you want to enter budget data for additional awards, you can click the Done button and return to the search screen to repeat the process.

    Step 27
  28. Click the Go To Home button to return to the My Home Page screen.

    Step 28

Congratulations!

 

You have successfully entered budget data for a discretionary award.