
A. Personnel Costs Left Navigation button: header for Project Personnel and Assign Personnel to Periods.
o Click the right-facing triangle to expand and reveal the subcategory navigation options.
o Click the downward-facing triangle to compact the subcategory navigation buttons.
B. Project Personnel Left Navigation button. Click to open the screen to add and edit budget personnel.
C. +Add Personnel and Sync from Proposal buttons
o +Add Personnel: click to open the search window to add budget personnel.
o Sync from Proposal: click to refresh the budget person list with all Key Personnel in the Proposal.
D. From Proposal Development: Section header below which lists the persons sync’d from the Detail > Key Personnel screen.
E. Other Personnel: Section header below which lists the persons added to the budget personnel list.
F. Action buttons:
o Details: click to open the edit person details window (e.g. base salary, appointment type, etc.)
o Trashcan icon: click to delete the person from the budget personnel list.
G. Proposal Footer actions:
o Back: click to navigate to the previous screen on the left navigation bar
o Save: click to save the proposal data and stay on this screen
o Save and Continue: click to navigate to the next screen listed below on the left navigation bar
o Complete Budget: click to finalize the budget.