Comprehensive How To Guides > Creating Proposal Submissions > Complete the Budget Tab > The Setup Tab

The setup tab contains five tabs that are used to establish your budget preferences (General, Period/Dates, Change PI, Budget Sources, and Mechanism Opt In/Out). Most of the budget setup preferences are established when you create your proposal. Therefore, you can leave these settings alone unless you need to alter period dates, add cost share sources, or change your project PI.

The “General” tab contains budget preferences such as precision, currency and inflation schemes.

The first option “Use Scheme Dates or Project Anniversary for Inflation Dates?” determines how inflation adjustments will be calculated. Selecting “Scheme” will tell InfoEd to calculate inflation based on pre-configured budget schemes. “Anniversary” will make annual inflation adjustments based on your budget period start date.

The Period/Dates Tab

From the “Period/Dates” tab, you can change or shift the project start date by “x” number of days, weeks, or years. Enter the appropriate information and click the “Save” icon, located in the upper left of the page.

To add a new budget period, click the “Add” button, then save your work.

To “Change PI”, select whether or not you want to remove the existing PI, or leave that individual on the project. Use the dropdown list and click “Select” to add the new person. To switch the PI role with an individual already on the project, check the applicable box under “New PI” and click the save icon.

Use the “Budget Sources” tab to add cost sharing sources to your budget. From this tab, you can also provide a short name and account number, or remove existing cost share sources. To add cost share sources select the source from the dropdown list and click the save icon. To delete sources, click the trash can icon.

Note: These sources are also maintained in the “Cost Sharing” section for each budget period.

Budget Summary Page

Click on “Budget” to on the left hand menu to access the Budget Summary page and inspect the total budget. From here, you can add or remove Personnel and Non-Personnel Costs (including bulk entry), or create SubAwards and Subprojects. You can also add project personnel (adding personnel to your budget will automatically include them in the personnel section). The budget summary page also allows you to export your work into an Excel Spreadsheet or Adobe PDF format.

To filter what you see, you can change the summary “Source View” as shown below by selecting from the source view dropdown list. Options include total project, sponsor, institution, and unallowable costs.

To export the budget to Excel or Adobe, click the appropriate icon located on the top ribbon. Click the hierarchical chart icon to see the structure of your proposal budget.

To remove an item from your budget, click the remove icon ()

To drill down and inspect a line item, click the drill down icon ()