Sub Award Budget

When a Grants.gov subaward has been uploaded, its associated PDF file can be specified in this section and then Streamlyne Research provides a way to extract data from that file into Extensible Markup Language (XML) format.

Column	Description
Organization Name	Required. Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.
Form Name	Display-only based on Org. Name selection.
Comments	Click the add note icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.
Sub Award Pdf File Name	Click the browsebutton to locate and upload a file.
Actions	Click the button to extract xml data from the PDF file.

Overview of the Subaward Budget upload process.

1. Search for an Organization record to serve as the name. The Line Item Description field will populate with the name of the Organization in the budget periods.

2. Enter a comment, if desired. As the Organization field displays a numeric ID, the comment field serves as a good place to detail the Sub PI or Name.

3. Click [Choose File] to search your local computer for the subaward form. Once a file has been selected, the file name will appear in the field.

4. Click [add] to save this file and add it to the details. Otherwise click [reset] to clear all entries from this line. You must either add or reset to proceed.

5. If the budget periods of the selected subaward budget file DO NOT match any of your proposal budget, the system will not insert any line items into your budget. Warnings will appear in the Subaward Budget subpanel to alert you to the problem.

6. When the subaward upload matches the budget periods of your proposal, the system will insert the appropriate line items into the matching budget periods. An informational message will appear in the Subaward Budget subpanel header to indicate a successful upload

7. The system inserts the appropriate F&A exempt and F&A loaded line items from the subaward budget file into the budget periods from a successful subaward upload.