Non-Personnel
The Non-Personnel page itemizes the overall budget information for each budget period. It includes an Overview tab (with summary information), and the following detailed cost categories broken up into individual tabs for Personnel, Equipment, Travel, Participant Support and Other Direct.
These cost categories are based on the detailed (non-modular) Research & Related Budget forms utilized in S2S submissions.
You add budget expenses to the tabs on this page by assigning object codes/cost elements (and their associated object code categories) with Total Cost dollar amounts. Each object code/line item entry can also include Descriptions, Unrecovered F&A, Cost Sharing, and Quantity. Additional attributes for each object code entry can also be modified within the Line Item Details section, tweaking the Start Date, End Date, Inflation indicator, On/off Campus indicator, applicable Rate Classes, and budget Justification.
The individual expense line items are summarized automatically by the system and the cumulative totals are reflected in the Budget Overview tab at the top of the Expenses page.
Figure 298 Budget Document > Non-Personnel Page – Example Layout
The Expenses page is made up of the following three primary areas from top to bottom:
• Selection Area: Allows you to select options from two lists and click a button to update the data that is displayed in the tabbed sections. Refinements include the ability to specify a single budget period and limiting the view to either simple or full details.
• Tabbed Sections: Give you the ability to view critical identifying information in the Budget Overview tab, and then the remaining tabs allow you to select and add line items for object codes related to categories such as personnel, equipment, travel or participant support. After adding lines, you are then able to specify simple things like descriptions, costs and quantities for each. Additionally, you can display more details that allow you to refine them further, like apply various associated rate costs.
• Action Buttons: In addition to the standard e-doc buttons, you are also able to click buttons unique to this page that perform current period calculation and allow you to view personnel salaries.
Table 127 Expenses Page - Unique Action Buttons
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Button |
Description |
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Calculate Current Period: The system will re-calculate all line item amounts within the specified budget period -- based on current/changed values, rates &/or line item attributes (such as Rates, inflation, on/off campus). |
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Save: saves any changes made on the page in this document. |
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Reload: deletes any unsaved entries made in the page, refreshing fields to blank or default values. |
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Close: closes the proposal document > not only the budget, but the proposal details also. |
Table 128 Budget Document > Non-Personnel Page – Section Descriptions
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Section (linked to documentation topic) |
Description |
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Select a budget period and level of detail to view. | |
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Key date and cost amounts are displayed. | |
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Select equipment object codes maintained to this budget category: enter descriptions, quantity and total base cost. Expandable subsections allow for viewing line item details and associated rate classes. | |
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Select travel object codes maintained to this budget category: enter descriptions, quantity and total cost. Expandable subsections allow for viewing line item details and associated rate classes. | |
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Select participant support object codes maintained to this budget category: enter descriptions, quantity and total cost. Expandable subsections allow for viewing line item details and associated rate classes. | |
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Select cost object codes maintained to this budget category: enter descriptions, quantity and total cost. Expandable subsections allow for viewing line item details and associated rate classes. |
Select Budget Period