Set Up Budget Automation

Note: This functionality must be enabled to automatically decline applications based on the available funds.

Budget automation allows users to define criteria to automatically assign grant applications to a specific budget and funding source. This helps to improve the Award and Payment process and may be particularly helpful to clients with a large number of budgets.

Tip: Budget automation is primarily accomplished through budget assignments. To further streamline this process, users can also reserve funds from a budget (i.e., budget reservation) and auto-decline applications with insufficient funds.