Note for External Users
If you are an External User applying on behalf of another organization, you need to be added as a user to the applicant organizations account and have ‘Applicant Portal Access’. Verify you are applying correctly by reviewing these External User instructions.
Video Instructions
- You will enter your proposed budget.
Budget Section
The Budget will display Categories that all proposed, eligible costs should be entered against.
Step 1: To navigate to the Budget section, click on the Budget timeline icon at the top.
You will enter line items into the Expense Budget, the Revenue Budget are the amounts that you entered on the Project Information section.
NOTE: Budget categories will vary, depending on the program for which you are applying.
Requirements
See your program's guidelines to view additional guidance on what types of line items to create and the level of detail.
Your Budget will be complete and balanced when the Expense Budget = (Revenue Budget).
NOTE: The Project Information section will need to be completed before the Budget section.
Create Line Items
Begin entering line items in the corresponding Budget Category.
Step 2: Click the green + next to the Category name.
Step 3: A window will appear allowing you to enter the details for each line item. Complete this popup. More information may appear in the budget category description.
| Category: | Use dropdown to select corresponding budget category |
| Item Type: | Select "Non-Personnel" |
| Name: | Enter Line-Item Name |
| Direct Cost: | Enter the total amount of the line item. Grant Funded + Match |
| Non-Grant Funded: | Select "Yes" if you have match amounts to enter, select "No" if you do not have match. |
|
Cash Match: Non-Grant Funded must be "Yes" to appear |
Select the "Dollar" button and enter the amount of Cash match for this line item. If left blank, it will default to $0 which is allowable. |
|
In-Kind Match: Non-Grant Funded must be "Yes" to appear |
Select the "Dollar" button and enter the amount of In-Kind match for this line item. If left blank, it will default to $0 which is allowable. |
| Total Budgeted: | Total amount of line item, verify this is correct. If it is not edit the: "Direct Cost", "Cash Match", or "In-Kind Match" field(s). |
| Narrative: | More information on the line item - if applicable. |
| Attachments | Attach documentation associated with the Line item. |
Example: Grant Funded Amount = $3000.00, Cash Match Amount = $500.00, the Direct Cost should be $3,500.
Step 4: Click Create to save your line item.
Step 5: Repeat steps 2-4 for all line items you would like to enter in your Proposed Budget.
Step 6: Once you have completed the Proposed Budget template in its entirety (balanced budget), click the Mark as Complete button.
- If your budget is not completed yet, you can click the Save & Continue button.
*You will need to verify there are no red errors on the bottom left side of the budget before you Mark as Complete. View the "Budget Error Guide" for more information on the red error text.
Budget Validations
The Project Information section validates with the Budget section:
- The Project Information amounts are listed in the Revenue Budget area in the Budget section.
- The sum of the Expense Budget line items will equal the Revenue Budget amounts.
- The Total Overall Budget Cost must equal $0.00. This means the budget is balanced.
See example below
Budget Section
A - Amounts that had been entered on the Project Information section.
B - Total Overall Budget Cost = $0.00 Total Expense Budget Cost = (Total Revenue Budget Cost)
C - Grant Funded column equals the Award Requested amount. Non-Grant Funded column (Match line item amounts) equals the Cash Match and In-Kind Match amounts from the Non-Grant Funding area in the Revenue Budget.
Project Information Section
Next Article - Application Timeline Section
Application User Guide - Performance Plan - Not Applicable to all Opportunities