Viewing and modifying proposal budgets
Once a proposal has been submitted, there are two ways that the budget can be modified:
Returning the Proposal to the PI, where they (or their proxy) can modify the budget (or any other property of the Proposal) in the Proposal and re-submit
In the Funding Management Console
This article describes the pre-award budget editing functionality available in the Console. Details on how to edit budgets post-activation are described here.
Once a Proposal has been submitted, the budget can be viewed and modified in the Console on the Edit > Budgets screen.
The Edit > Budgets screen can be accessed from a couple of places:
Proposal > Edit > Budgets
Validation > Checks screen (available while the Proposal is in the 'Submitted' state)
In the 'Annual budgets' section you can see the submitted budget, broken down by budget category and by year
To modify the budget, select the 'Budget Edit Screen' link
When making any modifications, make sure to save your revisions.
Budget snapshotting
The budget is snapshotted at key points in the submission, approval, and award process:
Snapshot | Description | Internal funding description | External funding description |
Applied | Budget submitted by PI (or their proxy) | Is the applied for amount | |
Validated | Initiated at the point of submission and the version is snapshotted at the point of the Proposal moving to 'Under review'. | ||
Reviewed | Initiated at the point of the Proposal moving to 'Under review' and the version is snapshotted at the point of the Proposal moving to 'Approved'. | Is the applied for amount to the funder. | |
Approved | Initiated at the point of the Proposal moving to 'Approved' and the version is snapshotted at the point of the Project being activated. | Is the awarded amount. | Is the awarded amount. |
Active | Initiated upon activation of the Project. Is the current budget for the active project. |
Once the Proposal has moved along to the next status, it is no longer possible to modify the budget in a previous stage (but it is available read-only on the Edit > Budget screen by selecting the desired snapshot in the 'View budget by stage' drop-down)).
The overview shows the budget summary per version.
In addition to the full budget snapshots, the total amounts are captured at various points in the workflow, and these are available on the Proposal / Project details page in the Management Console, in the Awards Management API, and in the reporting database.
Value | Definition |
Amount applied for | For internal proposals (as defined on the Funding Opportunity), the budget total as at internal submission For external proposals, the total of the Reviewed budget (and if no Reviewed budget available yet (i.e. draft or submitted status), the budget total as at internal submission) |
Initial amount awarded | Award amount (in base currency) as captured on the Funder outcome screen - as per award letter |
Original award | Approved budget snapshot on Project activation - as per initial contract |
Current award | Current budget (capturing any budget variations applied post-award) |