🏗️ Step 1: Add the Page to Your Cycle
Go to the Grant Editor tab → Cycle Pages subtab.
Choose the Program and Cycle you are working on.
Scroll to the "Add New Page" section and select Project Budget from the dropdown menu.
Check the respective boxes if you want this page to appear in your Interim or Final Reports.
Name the page (e.g., "Project Financials") and click Add.
💡 Tip: This page is perfect for "Project-Based" grants where you need to see exactly how grant money and matching funds are being spent.
✍️ Step 2: Customize Instructions
Click the pencil icon ✏️ next to your new Project Budget page.
Use the text editor at the top to provide clear directions or definitions.
Click Update at the bottom of the page.
⚠️ Alert: This is a system-templated page. You cannot change the row labels, cells, or column headers. You can only customize the Info/Instructional text at the top.
🎥 Click here for video alt-text.
The video shows an administrator navigating the Grant Editor menu to select a specific program and cycle. The user scrolls to the bottom of the Cycle Pages list to add a new page titled "Project Financials," selecting "Project Budget" from the type dropdown. After clicking Add, the user edits the page to include instructional text and saves the changes. Finally, a preview of the applicant's view is shown, demonstrating how the financial tables for operating income, expenses, and project costs appear and function for the user.
🔍 Step 3: Preview and Review
Because you cannot edit the rows (e.g., "Travel" or "Marketing") on this page, it is important to confirm whether it fits your needs.
Check the Categories: Click the Preview Page button in the top-right corner to see all items.
Decide: If this template feels too long or doesn't have the right categories, remove it and use a Custom Table or the 3 Year Budget template instead.
View the tutorials below to help make your decision on what page to use:
Create a 3 Year Budget Page
The 3 Year Budget Page provides a standardized, three-tab system (Income, Expense, and In-Kind) for collecting comprehensive financial data. While the table structure is fixed, administrators can add custom instructions to guide applicants through this detailed reporting tool.
Create a Custom Table Form Page
The Custom Table Form allows for multi-column numerical data collection with built-in subtotaling and totaling. Administrators can create professional budget tables by configuring data types, custom headings, and row labels, which automatically handle calculations for applicants. This tool is ideal for detailed budget breakdowns that require specific numerical data points, such as "Cash Match" vs. "In-Kind Match," and automatically subtotals and totals.
🔗 Step 4 (Optional): Add to Interim and/or Final Reports
You can copy data from a main application page to a report page by selecting the "Pre-populate" option. To set up this auto-fill feature, follow these steps:
Go to the Page Type dropdown menu.
Select the Project Budget Page.
Locate the checkboxes for Interim Report Page and Final Report Page. Check the box for the report where you want the page to appear.
Find the Project Budget Page row (in the Interim Report or Final Report section) and look for the Edit and Delete icons. Check the Pre-populate box located directly underneath those icons.
📈 How it Works with the NEA Report
One of the biggest benefits of using this template is how it handles your federal reporting data.
Automatic Flow: The grand totals for Expenses, Income, and In-Kind contributions from this page automatically flow into your NEA Questions page.
Final Reporting: If you include this page in your Final Report, the "Actual" totals will be used to populate your NEA report.
The Alternative: If you choose not to use this detailed template, you will need to manually ask for those three total dollar amounts on the NEA Questions page instead.
View the tutorials below for more information on GO Smart's NEA reporting features:
NEA Questions Template & Reporting
The NEA Questions Template streamlines FDR compliance. Use the single-source Template to collect 24 FDR points.
Create a NEA Report
Generate an NEA Report from the Reports tab. Pull applicant data in either NEA Codes or plain text for streamlined reporting to the NEA or NASAA. (This only applies to agencies using the NEA setting and NEA page in your application.)
