Automate Budget Assignments

Budget automation allows users to assign a specified cash budget and funding source to applications when the Request Form is submitted or updated. This automation is powered by assignments, or rules, that users build specifically for this purpose.

Note: If using the Bulk Approve/Award/Pay feature, the program cycle’s default budget will always be used rather than the one assigned to an individual application. This is because this functionality uses the same budget for every application.

Tip: When using budget assignments, it may be helpful to configure workflow levels and sub-levels to show the budget summary information on the Application View as it gives Grant Managers and Reviewers more insight into the state of the budget.