Once a budget has been created, it will have its own workspace. The workspace contains a summary of the financials, activities, and other relevant information regarding the budget.

Note “workspace” is the term for this page within GRAMS and has nothing to do with Grants.gov Workspace.

Across the top of the workspace are several important details about the workspace. We see it is in Draft state. We see the budget title, budget ID, and budget type.

• The budget will be in Draft state during proposal development.During review of the proposal, the state will be Under Review If the proposal is awarded, the state will be updated to Active.
• The budget type tells us if this is a project budget, subaward budget, or cost share budget.

Basic budget information is captured in the center of the workspace.

Sponsor: Sponsor defaults based on the direct sponsor selected on the Funding Proposal.

PI: PI defaults based on the Principal Investigator listed on the General Budget Information SmartForm.

Funding Proposal: The blue link can be clicked to navigate back to the Funding Proposal record.

Grand Total: The budget total (including the direct and indirect totals).

Budget Type: Defaults based on the sponsor type or shows if this is a flow through award.

Subaward Count: Shows the number of subaward budgets associated with this project budget.

Under the State, there are several buttons and activities that can be used to take action on the budget.

The Edit Budget button is used to open the budget SmartForm and make updates as needed. When the budget is Under Review or Active (or depending on your security to the budget), this button will say View Budget.

The Printer Version button can be used to create a printable version of the Budget SmartForm. If you click this button, a read only printer view of the SmartForm will open in another tab and can be printed for paper review

The Create Subaward button is used to add a subaward to this budget. Review the How to Create a Subaward Budget section for more details.

The Create Cost Share button is used to create a cost share budget for this budget. Review the Create Cost Share procedures in section 3 of this guide for more details on the cost sharing process.

The Make a Copy activity can be used to create a copy of an existing budget. This activity may be used if your creating multiple similar budgets. Click the activity, enter a new budget name, and click OK. The budget will then be accessible via the Budgets tab on the Funding Proposal.

The Log General Comments activity will not be used; Comments should instead be logged on the Funding Proposal as opposed to the budget.

The Export Budget activity will create an Excel export of the budget. You can click the activity and view the Excel export in the Budget History tab.

The Manage Tags activity will be updated as needed by your GCA Specialist.

The bottom of the workspace contains helpful tabs with information about the budget.

The Financials tab includes a summary of the budget including direct and indirect totals.

Note: If the Funding Proposal has multiple budgets, the view on the budget workspace only shows a summary for that particular budget. A summarized view of multiple budgets can be seen on the Funding Proposal Financials tab.

The Subaward tab shows a summary of all subaward budgets associated with this budget. You can navigate to the subaward budget by clicking on the active Name link.

The History tab provides a record of activities executed on the budget. Since less activities will be performed on the 37 budget than on the Funding Proposal, there often will not be much history to review.