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Home > Cost Accounting > Job Aids > Creating a Reimbursable Program Budget (BGPDR) Transaction for a Grant
Process:
This Job Aid describes the steps to create a Reimbursable Program Budget (BGPDR) Transaction for a Grant.
BGPDR is used to set up the budget for a grant when Reimbursable Budget Structure 39 is selected for a Major Program. There are 2 levels for budget structure 39 and both are required for a reimbursable grant. Level 1 includes Department, Major Program, Program, Program Period, Funding Profile, and Funding Priority. Level 2 also includes Funding Line in addition to those at Level 1.
1. Enter BGPDR in the Global Search Field
2. Select Create on the Financial Transaction page.
3. Enter the Dept
4. Check Auto Numbering
5. Click Continue
6. Navigate to the Program Period Budget (1) tab.
7. Click "+" to insert a new line.
If you need to setup line level budget controls, please refer to the job aid: Creating a Reimbursable Program Budget (BGPDR) Transaction for a Grant with Budget Control at the Line Level
8. Enter the appropriate information in all required fields:
IMPORTANT: The Event Type must match the Action code. BG22 must be selected as the event type for New/Modify Actions to increase or decrease the budget.
Use event type BG08 for Deactivate Action
Use event type BG09 for Reactivate Action
Use event type BG10 for Delete Action
Action:
Department:
Major Program:
Program:
Program Period:
Funding Profile:
Funding Priority:
9. Click Save
Funding Line:
Event Type:
Dollar Amount
Increase/Decrease
10. Click Rollup Lines
Correct errors - if any errors need to be corrected, make the changes in the Program Period Budget section (Funding Line level) to create consistent budgets across two levels and avoid errors and click save.
11. Click Validate.
12. Navigate to the Program Budget tab to review the budget lines created at the Funding Priority Level.
7. Attach necessary backup documents.
8. Click Submit.
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