What to do next?

When you have completed entering all recurring Non-Personnel in Period 1: If you have already entered your personnel expenses as well as the Other Direct/Non-Personnel, you may want to use one of the Summary views (toolbar or screen) to review your expenses. When you are happy with Period 1, click the Autocalculate Periods button in the toolbar to generate 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.