When you create a new budget version you must select if you
want a detailed (adding project persons, other direct costs, subawards, etc.,
and generating the project period expenses based on P1.) or a summary budget
(direct and indirect costs manually entered). Depending on your selection, the
system will present you with a different starting point in the budget. If you
select Summary budget, the new budget will open on the Periods & Totals
screen where you can enter the lump sums for each project period. If you select
detailed budget, the system will open on the Project Personnel screen, where you
can begin the process of building a detailed budget by reviewing and refining
the personnel, and then use the ‘save and continue’ button to progress through
the budget screens. These landing screens are just suggested starting
points. Users can navigate anywhere in the budget by clicking the buttons on the
left navigation panel.
Users will always land on the Periods & Totals
screen when opening an existing budget version.