Creating a Budget (CHANGE LINK)

The budget The Budget page shows the expense categories defined by the Funding Organization. Add line items with amounts to each category as appropriate.

Note: Some fields are DD Council specific and will not appear for other types of Funding Organizations. These fields are Match Funds, Project Funds, Match Source, and Match Type. For other types of Funding Organizations, the system does not include Match Funds.New Feature: Limit Staff Access allows grantee organizations to prevent staff from seeing any budget information. Read Limit Grantee Staff Access to learn more. (CHANGE LINK) Stephen V

1. On your dashboard, select the “Applications” button.

2. Select the “Project Title” link of the application you would like to edit.

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3. Select the "Budget" tab.

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4. Select an “Add” link under the appropriate category to add a budget line item.

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   The “Budget Line Item for: …” page appears.

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5. Insert the nature of expense and justification for this budget line item.

6. The Rate Type fields are a convenience calculator for federal OMB requirements. Specific fields will appear, depending on which Rate Type is selected. For most types, a Cost amount will be calculated. The applicant can then enter that number into Council Funds

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1. or split the amount between Council Funds and Match Funds. For more information on OMB fields, see the General Information -> Federal Requirements Help page.

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2. In the “Funding” field, enter the amount in dollars that are being requested from the Funding Organization.

3. In the “Match Funds” field, enter the amount of dollars provided in matching funds.

4. In the “Match Source” field, enter the source of the matching funds, if applicable.

5. In the “Match Type” dropdown menu, choose the type of matching funds from the following: Cash, In-Kind, Other or None Specified

6. Select the “Save” button and save your work.

7. On the Budget Overview page, DD Suite automatically calculates the subtotals for each budget category, as well as grand totals. Note that the rate information is shown under the Justification. You can manage each line item by using the Action links.

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   • Edit - change any of the information for a budget line item

   • Remove - remove a budget line item