Conducting a Grants Project Budget Inquiry

   Overview   

This article provides information on conducting a Grants Project Budget Inquiry which provides access to all budgetary information associated with a queried Sponsored Project.

   In this article, you will conduct a Grants Project Budget Inquiry.

1. Step 1

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First, log into the Financial Management System. 

Click the Classic Home tile.

2. Step 2

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To navigate to the Project Budget Inquiry page, select:

Main Menu > Grants > Awards > Project Budget Inquiry

3. Step 3

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The Project Budget Inquiry Search Criteria page is displayed.

The Business Unit is required for the search criteria.

4. Step 4

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To locate the Business Unit, click the lookup magnifying glass to the right of the Business Unit field or enter the Business Unit directly.

Example shown here: "18400".

5. Step 5

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You can enter the Project directly into the Project field or use the Lookup Magnifying Glass to the right of the field.

Example shown here: " RFACE0000922101 ".

6. Step 6

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Click the Search button.

7. Step 7

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The Budget Inquiry page is displayed.

This page will provide the entire budget for a sponsored project. Note that the individual budget lines are listed and the total direct costs, as well as, the F&A are provided below the lines.

Cost Sharing will display in the Budget Lines tab under Institutional C/S. If Cost Sharing is setup, the Department information will display in the GL info tab.

8. Step 8

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To view the budget in Excel, you may select the Grid icon. 

9. Step 9

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Select the Download Details Table to Excel button and follow the system prompts to view the data in Excel.

10. Step 10

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Click the Return to Search button to return to the search criteria page. Scroll down to view if necessary.
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