The Budget Explorer allows modification of all budget building components along with locking, archiving and deleting.

Icon Menu

Budget Locator - Displays list of accessible budgets.

Clone Budget - Creates an exact duplicate of the budget with the exception of the College Unit ID. A removable reference to the cloned budget will be placed in the note section of the parameters screen.

New Budget - Starts the creation of a new budget.

New Line Item - Allows creation of a new line items by category (Category I, II, III, IV, MTDC, TDC).

New Period - Add a new period to the budget. 12 months is the default and can be changed.

Modify Rates - Allows the modification of the budget default rates. Current default rates can be updated. This option also allows the recalculation of the budget using default rates or the ability to update rates for new line items.

Access to Budgets - Allows the budget to be shared. Budget owners can assign access and change ownership of the budget. A user will receive an email when a budget is shared or ownership assigned.

Show Edit History - Displays a list of users with date and time of edits to a budget.

Lock/Unlock Budget - Prevents a budget from being edited. Only the budget owner can lock/unlock a budget. Budget can be cloned.

Archive/Unarchive Budget - Removes budget from "Budgets I Can Access" list and places into "Archived Budgets" list. Allows the budget to be cloned.

Delete/Undelete Budget - Deletes budget from "Budgets I Can Access" list and places into "Deleted Budgets". Budget is deleted after 7 days (disabled).

Hide/Unhide Graphics - Removes graphic images from budget explorer.

Group By - Filters budget line items by group. When line items are grouped new line items are automatically placed in the group and "Print View" only displays items in that group.

Export to Excel - Exports budget to CSV (comma separated value) file.

Print View - Displays budget in a read-only format allowing control of single or multi column format, font type and size for each budget category plus many other options.

Create PIAF - Copies budget information to a PIAF record. Users are given the option to create a blank PIAF.

Cayuse 424 - Uses the Cayuse424 system to submit proposals to Grants.gov. User must have S2S submission rights assinged.

Budget Adjustment - Allows a value of +/- $10 to requested total. Amount is added to requested F&A amount.