Setup Tab in SP 4.0

Once you have opened the Budget Builder from within a Proposal or Award form, you can begin editing the tabs.

The following can be done from the Setup tab:

• Select Unit and F&A Rate Type
• Select the number of budget periods and corresponding dates
• Define F&A rate information
• Copy data between work periods
• Set currency display format

Setup Overview

1. To get started, click on Edit.
   
   
   
   
2. Select Unit, F&A rate type, and number of Periods from the drop down menus.
   
   
   
   
3. After selecting the Unit and F&A rate type, the Selected Rate Type table to the right will populate with information pulled from the Admin module.
   
   
   
   
4. Select the start and end dates from the drop down calendar for each of the periods selected in step number two above. You may also manually type in the dates. Enter the F&A rate percentage for each period using the reference table to the right, populated in the step above.
   
   
   
   
5. Using the drop down menus, you can copy data from the Sponsor Cost and Cost Share tabs from one period to another. To add additional copy from/to rows, click on the blue plus sign.
   
   
   
   
6. Select the currency format to be displayed in the Budget Builder.
   
   
   
   
7. Click Save.