How To Copy a Submission Budget to Post-Award

Once a grant has been awarded (status: Approved), authorized users can update grant details and copy the submission budget to the Post-Award tab. After copying, you can edit the budget settings, categories, and line items to reflect the grant requirements set by the funding organization.

Who Can Copy the Budget

You must have one of the following roles:

• Account Admin or Account Editor
• Department Admin or Department Editor
• Grants Admin or Grants Editor (on Grant records)
• Awards Admin or Awards Editor (on Award records)
• Manager
• Additional User

Before You Begin

• The grant must be in Approved status
• Post-award records must not already exist (the submission budget cannot be copied if post-award records are present)

Steps to Copy the Submission Budget

1. Navigate to the appropriate section:
   1. For Funders: Grant Management > Grants Awarded 
   2. For Recipients: Grant Management > Grants
2. Click on the Grant Name you want to update
3. Open the Pre-Award tab and select Submission Budget
4. Click the Copy to Post-Award icon in the Icon Bar
5. Click Copy in the confirmation window to complete the process