Add

This is a label for the row that allows you to enter a Name and click the new button.

Name

Enter a textual name for the budget version you are about to create.  This is intended for internal correspondence and ease of reference.

Version #

Assigned automatically upon creation.  Note:  if cancelled or rejected, this number becomes available for the next version.

Direct Cost

Obtained from the Obligated Amount entered in the Award Details & Dates section or the Award Hierarchy section of the Time & Money document. 

F&A

Obtained from the Obligated Amount entered in the Award Details & Dates section or the Award Hierarchy section of the Time & Money document.  Note:  Changing the Rate Type will result in recalculation of the budget, and unrecovered may need to be distributed.  After entering the revised rate type, you will be redirected to the Parameters page.

Total

The sum of Direct Cost and F&A is displayed for your reference.

Budget Status

KC assigns the following statuses to Award Budget documents based on workflow actions:

In Progress - Prior to submission to workflow.

Submitted - After submission and prior to full approval in workflow.

To Be Posted - Completely approved in workflow and waiting to be posted to the financial system (when your institution has integrated KC with a financial system).

Posted - After the budget data has been fed to the financial system (when your institution has integrated KC with a financial system).

Rejected - When it is rejected in workflow.

Cancelled - When it has been cancelled according to standard workflow actions.

Note:  The system shall not display cancelled or rejected Award Budget documents in the list of Award Budget Versions.

Award Budget Type

System-assigned, as follows:

New - The first Award Budget Version for an Award.

Increase - When the current Obligated Amount (Award Budget Total Cost Limit) is greater than the Obligated Amount of the last posted Award Budget (Change Amount is positive).

Rebudget - When the current Obligated Amount (Award Budget Total Cost Limit) is equal to the Obligated Amount of the last posted Award Budget (Change Amount is zero).

Decrease - When the current Obligated Amount (Award Budget Total Cost Limit) is less than the Obligated Amount of the last posted Award Budget (Change Amount is negative).

Actions

[new] Click the [new] button to create a new budget version.

[reset] Click to delete any entered data in the row.

[open] Click the [open] button to view or edit an existing version.

[copy] Click the [copy] button to create a new budget version based on the selected version row.

Page level actions

These are standard document-level action buttons  which appear at the bottom of the page.