What to do next?

When you have completed entering all recurring Personnel in Period 1, proceed to the Non-Personnel screen and add all your other project expenses. When all recurring period 1 expenses have been entered, click the Autocalculate Periods button in the toolbar to generate these expenses to the budgets “out” years. The expenses will be inflated by the maintained rates and/or maintained future salary rates will be used in the calculations.

 

 Once you’ve generated all periods, return to the Personnel and Non-Personnel screens and select a future budget period.

Ø You can add, delete, or revise expenses in each period to suit your project expense requirements.

Ø Subawards may be added via the Subaward screen; the details inserted to the generated period tabs.

Ø Utilize the Period Limit tool with non-personnel line items to fine-tune your total or total direct costs.

Ø Institutional Commitments can be distributed (cost sharing and unrecovered F&A) for all periods.

Ø Project Income can be maintained for all periods.

Ø The Modular Budget screens can be maintained for NIH submissions using that form.

Ø Budget Notes can be compiled for use in preparing your justification document.