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Mark a Budget Version ‘for submission’

Selecting a budget as “for submission” denotes it as the ‘final’ budget version; the specifics of this budget will be included in any forms, route with the proposal as the version to be reviewed, and populate the Institutional Proposal record when it is created from the approved and submitted proposal.

Users may designate a budget for submission from either the toolbar Budget Versions window or the left navigation Budget (versions) screen.

Navigate to either the Budget Versions screen or the toolbar window

Click on the Actions button in the row of the budget you want to update

Scroll down the list of Action > Options and select the “Submit with Proposal” option.

The budget version row will update to include the (for submission) parenthetical comment.