Periods & Totals
The Periods & Totals tab prepopulates with a row for each 12 month budget period, defaulting from the Start Date and End Date in the proposal details. This screen supports a variety of budget functions.
As an Editable Summary Budget (no detailed line items): manually entering funds in the budget period rows satisfies a minimal budget entry to fulfill some submission requirements. When a detailed budget is generated most fields on this screen become read-only.
To edit the number of months in each period: While the start date of period one cannot be set at an earlier date than the Project Start Date, nor can the end date of the final period exceed the Project End Date, users may add rows to the Summary table to define the number of months in each period.
Enter Cost Limits: The Cost Limit (total) and Direct Cost Limit fields for each Budget Period are initially set to zero (null). You can enter a value into on or the other of these fields to apply to your detailed budget. In addition to alerts to exceeding the value, a ‘sync to total cost limit’ and ‘sync to period cost limit’ buttons in the non-personnel line items help to refine your budget by reducing or increasing the selected amount to reach the limit.
Recalculate with changes:
Reset to period defaults: This button restores the table to use 12 month project periods, starting at the proposal start date; providing as many 12-month periods as possible, with any number of months less than 12 in the final period.
On this screen – Periods & Totals:
Manually Enter a Summary Budget