This feature allows you to apply a new line item, or changes made to an existing line item, to the budget periods already generated. (Budget Category, Object Code Name will not be applied to later periods if the line item already exists in those periods; Justification is period specific and must be entered in each period, if desired).
Ø To Save & Apply to Other Periods – Add an New Entry to a previously generated budget:
o Click on the budget period tab you wish to start this expense. Ex. Click Period 2 to begin the expense there.
o Click the [Assign Non-Personnel] button and make the selections and entries to add the new line item (refer to Add Non-Personnel Expenses to the Budget instructions).
o In the new line item, click the [Details] button on the existing line item to open the Edit Assigned Non-Personnel window.
o Make any adjustments or entries in the Details, Cost Sharing, and Rates tabs, if needed.
o Click [Save And Apply to Other Periods] button at the bottom of the window. The item will be generated.
o Click to open and review the other period tabs, or use one of the Summary views (toolbar or screen) to confirm the item has been generated, if desired. To review the details, you will need to open each budget period, and details window.
Ø To Save & Apply to Other Periods – Edit an existing item and apply changes to a previously generated budget:
o Click on the budget period tab you wish edit to begin. E.g. Period 1 to impact all periods.
o Click the [Details] button on the existing line item to open the Edit Assigned Non-Personnel window.
o Make any adjustments or entries in the Details, Cost Sharing, and Rates tabs, if needed.
§ The Budget Category and Object Code fields will not be applied to later periods. You must manually change these in each period.
§ The Justification field on the Cost Sharing tab is unique to each budget period and will not be applied to later periods. This field is used to note specific period expenses that can be compiled in the Budget Notes screen to aid in writing a complete budget justification.
o Click [Save And Apply to Other Periods] button at the bottom of the window. The item will be generated.
o Click to open and review the other period tabs, or use one of the Summary views (toolbar or screen) to confirm the item has been generated, if desired. To review the details, you will need to open each budget period, and details window.