How do I manage budget columns?

Bonterra CyberGrants provides flexible options for viewing, customizing, and printing budget data. Administrators can review column values to track budget status, adjust which columns display in the Budget tab, and generate printable reports for analysis. 

Enter the Budget tab and follow the steps below to learn about managing budget columns. 

Step 1: Understand budget line columns 

The budget table includes several columns that display financial activity and allocations for each budget line. 

• Current Budget – The amount currently allocated to a budget line.
• Balance – The remaining amount after deductions from committed and paid activity.
• Allocated – The total amount of money distributed from a parent budget to its child budgets.
  • Note: The lowest-level child budgets always display an allocated amount of zero.
• Unallocated – The remaining amount still available to assign to child budgets.
  • Note: Parent line items cannot be used for payments until their dollars are fully allocated to child budgets.
  • Lowest-level child budgets display an unallocated amount equal to the money currently assigned to that budget line.
• Committed – The amount reserved by all non-voided payments for pending or approved grants.
  • If a payment is voided or a grant is rejected/canceled, the amount is returned, and the committed balance decreases.
• Paid – The amount spent through payments on approved grants.
  • If a payment is voided or a grant is rejected/canceled, the amount is returned, and the paid balance decreases. 

Additional details:

• The leftmost budget line represents the parent budget line.
• Indented lines represent parent/child budget relationships.
• Budget names are clickable links that open an edit box at the bottom of the screen to update budget information. 

Step 2: Set display preferences 

1. In the Budget tab, click the Wheel icon in the upper-right corner.
2. To add a column:
   1. In the Available section, click the field name(s) you want to add.
   2. Click the right arrow (→) to move them to the In Use list.
3. To remove a column:
   1. In the In Use section, click the field name(s) to remove.
   2. Click the left arrow (←) to return them to the Available list.
4. To reorder columns:
   1. Use the up (↑) and down (↓) arrows to arrange the display order.  
5. Click Save to apply your preferences. 

Step 3: Print a budget report 

1. From the Budget tab, in the top right corner, choose a file format: Excel, Word (RTF), or PDF. \
2. The report will include:
   1. Budget year
   2. Budget name
   3. Starting budget amount
   4. Balance
   5. Allocated
   6. Unallocated
   7. Committed
   8. Paid
   9. Totals of each column

What else do you need help with?

• How do I navigate the Budget tab?
• What are the Budget filtering and display options?
• How do I roll over a budget year?
• How do I create a new budget year?
• How do I create and manage budget lines?
• How do I create a budget mapping rule?
• How do I configure budget security?

Not what you're looking for? Navigate to Budget Overview