Budget Versions
Use the toolbar window to add budgets, copy budgets, view summary of an existing budget, print budget reports or navigate to existing budget versions.
A. +Add Budget button: click to open the create budget versions window
B. Budget Versions list:
o Name: Click on the user entered Name to open an existing budget version
o Direct Cost: the direct funding level for the budget version
o F&A: the indirect costs for the budget version
o Total: the combined direct and indirect (F&A) costs for this version
o Status: Incomplete or Complete. The Complete version will be submitted.
o Comments: optional text entered by the user for informational purposes.
C. Open: Click on the version Name to open an existing budget version
D. Actions: the options available for this budget version
o View Summary: click to open the summary view of this version
o Copy: click to open the copy window
o Print: click to open the print report options window
E. Okay: click to close the window, or click the ‘x’ in the upper right corner of the window.
To Add a Budget Version: