The budgeting tool allows you to view the amount budgeted for awards and the funds remaining, either across all processes or for a specific process. This tool relies on several features within the system. In order to utilize this tool, you'll also need to do the following as part of your regular workflows:
- Fill out the Budget field for relevant processes.
- This field is internal-facing and can be updated at any time in the Process Summary.
- Record installments and payments for approved requests.
To access the budgeting tool, click Tools, then click Budgeting.

Overall Budget
- In the Due On or After and Due On or Before fields, enter the date range for installments to include. If desired, you can also select specific request statuses.
- Click Search.
- If desired, click Process and select specific processes to further refine the data included.
- Click the Overall Budget tab.
- Adjust the overall budget Amount if needed (by default it displays the overall total committed plus the overall total paid), then click Update Budget.
- The Paid, Committed (unpaid installments), and Available totals will update according to the adjustments you've made.
Process Budgets
- In the Due On or After and Due On or Before fields, enter the date range for installments to include. If desired, you can also select specific request statuses.
- Click Search.
- If desired, click Process and select specific processes for which you'd like to see budgets.
- Click the Process Budgets tab.
- If needed, click the pencil icon for a process to adjust its budget.
- The Paid, Committed (unpaid installments), and Available totals for each process will update according to the adjustments you've made. The graphs at the bottom of the page provide a visual comparison for the budget amounts and available amounts per process.