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Summary

The Summary page of the Award Budget document displays budget details that have been entered on the Award Budget Personnel and Non-Personnel pages with subtotals in the Summary section.

 

A key feature on the Summary page is the ability to ‘tweak’ the values in the “Fringe” and “Total F&A Costs” – these fields are editable in the Award Budget to allow the user to allocate a small sum to either or both in order to match the Obligated Total when the calculations over-budget or under-budget by a small margin.

 

 

Figure 1451  Award Budget Document > Summary Page > Summary Section – Example highlighting the editable Fringe and F&A cells for micro-tuning the budget.

 

Table 593 Award Budget Document > Summary Page – Section Descriptions

Section

Brief Description

Summary

Use the <back and next> buttons as desired to control the award budget period selection display.  This allows you to scroll through multiple budget periods when they are present..

Personnel

Display of the dollar amount for the Object Code line item in the displayed Budget Period.  Subtotals and totals are displayed in the Total column. 

Click the show/hide buttons as desired to view details for each subsection.

Click the edit button to navigate to the Personnel page to modify existing values.

Click in the Fringe cell to micro-tune this value to override calculations that round over or under the target.

Non-Personnel

Display of the dollar amount for the Object Code line item in the displayed Budget Period.  Subtotals and totals are displayed in the Total column. 

Click the show/hide buttons as desired to view details for each subsection. 

Click the edit button to navigate to the Non-Personnel page to modify existing values.

Totals

Total amounts are displayed in the Total column for each broad category of cost type.  The total dollar amount for the Object Code line item for all budget periods.  This column is the last column displayed on the right.

Click in the Total F&A Costs  cell to micro-tune this value to override calculations that round over or under the target

 

The Summary subsection of the Summary section on the Summary page allows you to use the <back and next> buttons as desired to control the display of award budget totals by period.

The Summary page provides a means for you to review the overall Award Budget at one time from an expandable, consolidated view.  It displays the totals of each expense tab with the details displayed under them for each budget period. The totals of each expense object code for each budget period, the calculated expenses for each period, and the budget period totals are displayed. The grand total for each expense object code, calculated expense, and budget period totals are also included.

 

Figure 1452  Award Budget Document > Summary Page > Summary Section – Period View Selection / Navigation Tools

The Summary page has one tabbed section, also called Summary.  Within it are the following three sections:

      Personnel:  Display-only listing of fixed expenses by object code with period amounts and totals.

      Non-Personnel:  Display-only listing of expenses that involved rates prone to fluctuation.

      Totals:  Display-only column totals by period and a grand total of expenses and calculated expenses.

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If it immediately appears that the period values do not add up to the line total, it is because some may not be currently displayed even though they are part of the equation.  The screen area limits the display to only five periods, but when more than five exist, navigation buttons allow you to view them.  Use the <back and next> buttons located above the period column headings to scroll and customize the display as desired.

Figure 1453  Award Budget Document > Summary Page > Summary Section – Personnel Subsection Example

 

Table 594 Award Budget Document > Summary Page > Personnel or Non-Personnel Subsection – Edit Button Usage

Feature

Description

show/hide

Click [show] to expand the section

Click [hide] to collapse the section.

Use the [expand all] and [collapse all] at the top right of the page to manipulate all subpanels.

Click the edit button to navigate to the Award Budget document’s Personnel page.

Fringe editable cell

Click in the editable Fringe cell to adjust the value. This tool should only be used for small rounding amounts that cannot be resolved through calculations.

 

Figure 1454  Award Budget Document > Summary Page > Summary Section – Non-Personnel Subsection Example

 

Table 595 Award Budget Document > Summary Page > Personnel or Non-Personnel Subsection – Edit Button Usage

Feature

Description

show/hide

Click [show] to expand the section

Click [hide] to collapse the section.

Use the [expand all] and [collapse all] at the top right of the page to manipulate all subpanels.

Click the edit button to navigate to the Award Budget document’s Non-Personnel page.

 

A grand total of costs is calculated automatically and displayed along with the Direct and F&A subtotals.

Figure 1455  Award Budget Document > Summary Page > Summary Section – Totals Subsection Example

Feature

Description

Total F&A editable cell

Click in the editable cell to adjust the value. This tool should only be used for small rounding amounts that cannot be resolved through calculations.