Grants & Projects Budget Template

Description

I created detailed budget templates (in Excel) with auto-updating cells based on formulas for service center hourly rates, faculty salary, summer months, course buy-outs, fringe benefit rates, and indirect costs. The templates are based on NSF and Grants.gov budget requirements but can be easily adapted for local, state, and national agencies and organizations.

I locked down most of the spreadsheet so that the formulas cannot be accidentally altered. I also highlighted the cells in which the user should input certain information (work-months, travel, various direct costs, etc.). By inputting information into the highlighted cells, the budget basically creates itself.

How Does This Impact the University?

Principal Investigators (PIs) are able to quickly and conveniently put together a draft budget for their grant and contract proposals. Often, PIs overlook indirect costs, travel costs, the costs of fringe benefits, and other items; this leads to underbudgeting, which in turn creates problems at the proposal review stage. By using the detailed budget template, PIs can properly budget their proposals. We include the Excel file in all routings to the Office of Grants & Contracts for ease of proposal review.

 Implementation Status

The School of Public Affairs has been using the budget templates for over a year, with great success. I’ve also been asked to share the templates with other schools on the downtown campus.

Submitted by:  Jen Gartner, Grants & Contracts Manager, School of Public Administration, Denver

Budget Template – Salaried – Calendar Year

This entry was posted in Sponsored Projects and Grants. Bookmark the permalink.

8 Responses to Grants & Projects Budget Template

  1. Jeanne Paradeis says:

    This template makes budgeting for proposals very simple and includes the items that should be considered and often forgotten when budgeting for grants/contracts. It is a one stop shop for preparing a proposal budget – I love it!

  2. Chris Weible says:

    Coming from a person who doesn’t know much about spreadsheets and needs a person like Jen and her budget spreadsheet, I honestly can say that what she has created is an impressive simplified approach that I find is extremely useful in my research. I strongly support her nomination for this award.

    Chris Weible

  3. Angela Gover says:

    This is amazing! Thank you for putting this together Jen and for sharing the knowledge with others! :)

  4. Malcolm L. Goggin says:

    Having helped prepare budgets for submission through Jen, I really like the new Xcel spreadsheet, especially the idea of inputting information directly into highlighted cells. I agree that this really makes creating a budget easy for the budget basically creates itself.

  5. Mary Dodge says:

    Jen Gartner’s template is a wonderful tool for preparing grants. Her work and dedication to making the application process easier is impressive and greatly appreciated by faculty.

  6. I have been using the spreadsheet that Jen Gartner created for over a year. By far, this spreadsheet is the most useful tool that I have used to develop budgets for all my grants. The spreadsheet is accurate, easy to use, and maps on perfectly to almost any budget justification requirement. Jen’s insight in creating this tool comes from her skillful knowledge of the grant writing/development process and her detailed understanding of funder requirements. She is a great asset to our department, and the university at large.

  7. Bolormaa Begzsuren says:

    I just started using Jen’s spreadsheet template in the SEHD, and I really find it helpful. I like the format as it captures a lot of information on one page. It is easy to use, and was easy to modify it to meet our needs too. Thanks Jen!

  8. Jess A. says:

    Jen’s insight in creating this tool comes from her skillful knowledge of the grant writing/development process and her detailed understanding of funder requirements. She is a great asset to our department, and the university at large.

    a

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>