Budget Versions FAQs

Budget Versions let funders and recipients with editing permissions create and submit editable draft budget versions. The feature provides a side-by-side comparison between any draft or archived version and the active budget, a version history log that captures all changes from creation to activation, and access to all previously active budgets through the archive section of the versions dropdown.

Modifying a budget through Budget Versions does not change existing expenses. You can add expenses after submitting a version.

Line item editing within Budget Versions works the same as it does elsewhere in the system. The main addition is the side-by-side visualization and the approval workflow for draft budgets. Field behavior within a line item window has not changed.

No. Budget Versions has no on/off setting.

The amendment process has not changed. Recipients can still export the budget template, make changes in the spreadsheet, and re-import it for funder review. Budget Versions and amendments are separate processes and do not sync with each other.

An approved budget amendment updates the active budget but does not create a new budget version. It does not affect any outstanding draft budget versions. Amendments do not update the Budget Version history. Only actions taken within the Budget Versions feature appear there.

Yes. You can export the current budget the same way you would for an amendment. However, the amendment process will not update the Budget Version history.

No. Approving an amendment updates the active budget. Any existing draft budget version reflects the active budget at the time you created it. You are not required to activate a submitted draft. You can leave it inactive.

Editor access lets you submit or approve budget versions. This applies to the Admin or Editor role on either the funder or recipient side.

Yes. A grant manager can edit budget line items directly without initiating a formal amendment. Funders can also create a draft version through Budget Versions, make the desired changes, and activate it directly, since editing your own budget requires no submission workflow between parties.

No. You cannot delete or withdraw a draft version at this time.

No. Budget Versions do not go through the same formal approval process as amendments. With Admin or Editor access, you can edit and activate a budget version directly, without the standard amendments approval workflow.

A Budget Versions reporting category includes Budget Version ID, Budget Version Name, Version Status, and Version Created Date. Use these fields for custom reporting.

Recipients: notifications go to the Recipient Manager and copy any Recipient Additional Users. Funders: notifications go to the Funder Manager and copy any Funder Additional Users. The system generates email notifications when a budget version is submitted, withdrawn, sent back, or activated. You can also view these in the Email Manager within the award.

Euna Grants does not currently support this.