Add a Subaward

AUTOCALCULATE PERIODS BEFORE YOU UPLOAD! The Subaward tool will insert line items into your budget periods. If you are creating a multi-period budget, complete all your recurring costs and generate all periods using the toolbar > Autocalculate Periods. Otherwise, you will lose the ability to Autocalculate in this budget version.

 

There are two (2) methods to uploading subawards using the subaward tool.

1.  Upload an s2s budget form to translate the data to the details table and system-generate the lines to the budget periods.

2.  Use the tool to create the subaward details table and manually enter the detail table and system-generate the lines to the budget (no form upload).

Do this for every detailed subaward budget required for your proposal:

1.  Complete your detailed budget line item entries and generate all budget periods using the toolbar > Autogenerate Periods.

2.  From the Subawards screen, click the [+Add Subaward] button to open the maintenance window.

3.  Enter an Organization record to serve as the name by using the Lookup tool. The Line Item Description field will populate with the name of the Organization in the budget periods.

4.  If using an S2S Subaward form, click [Browse] to search your local computer for the subaward form. Once a file has been selected, the file name will appear in the field. Otherwise, proceed to the next step.

BEFORE YOU UPLOAD! Be certain that each subaward budget justification has a unique name with no spaces or special characters– these are the files uploaded in the PDF subaward form. Note: If everyone uses the same “budget_justification.pdf” name, your submission will error at Grants.gov!

5.  Enter Comments, if desired. As the Organization field displays a numeric ID, the comment field serves as a good place to detail the Sub PI Name or other reference point.

6.  Click [Add Subaward] to save this entry and add to the list section of the Subaward screen. Otherwise click [cancel] to close the window without adding the entry.

a.  If the budget periods of the selected subaward budget file DO NOT match any of your proposal dates:

•  Warnings will appear in the Subaward screen header to alert you.

•  A subaward line will appear in the list, but the details table will not have been populated, and t

•  The system will not insert any line items into your budget.

b.  When the subaward upload matches the budget periods of your proposal:

•  The system will insert the appropriate line items into the matching budget periods.

•  The Details Table is populated with the Direct and Indirect expenses from the form.

•  An informational message will appear in the Subaward Budget subpanel header to indicate a successful upload

7.  If a form was NOT uploaded, use the [Edit in Dialog] aka ‘details’ button to open the maintenance window to manually enter the details.