Available Features<\/h3>\n\n\n\n
There are four standard features available in the Budget tab. As an admin, you can choose which features to use and how you’d like to set them up.<\/p>\n\n\n\n
Section 1<\/h4>\n\n\n\n
The first, smaller table has up to 10 line items<\/strong> and is great for capturing funding sources. There are up to five columns available for applicant data entry, and up to five Calculated Columns can be added to present calculated data to administrators and reviewers in their version of the application, as well as in the application’s print preview or PDF versions.<\/p>\n\n\n\n The second, larger table has up to 20 line items<\/strong> and is great for capturing funding uses. As with section 1, there are up to five columns available for applicant data entry, and up to five Calculated Columns can be added to present calculated data to administrators and reviewers in their version of the application, as well as in the application’s print preview or PDF versions.<\/p>\n\n\n\n These two fields can be used to compare the\u00a0totals\u00a0<\/strong>from any column in either of the budget tables – including the columns of applicant data and the calculated columns. The results of the comparison(s) are displayed to the reviewers and administrators in their version of the application, as well as in the application’s print preview or PDF versions.<\/p>\n This feature is especially helpful if applicants are required to have a certain percent match, or if the totals of columns from the two tables need to match. The system can do the calculation for you and present the results to administrators and reviewers right there within the application.<\/p>\n This feature presents a paragraph-style text field to the applicants in which they can provide a narrative response, according to whatever instructions you provide.<\/p>\n The Contract Budget feature is part of the Funding Sources<\/a> feature. Please contact us (adminquestions@zoomgrants.com)<\/a> more information about this feature.<\/span><\/p>\n Administrative users can now enforce a digital authorization process to ensure applicants thoroughly complete and review the Budget<\/b> section before submitting their applications.<\/p>\n 1. Customizable Authorization Statement<\/b><\/p>\n 2. Digital Signature Requirement<\/strong><\/p>\n 3. Completion Validation<\/strong><\/p>\n Program Setup > Settings Tab > Additional Program Modules<\/em> >> Budget Tab<\/span><\/p>\n\n\n\n Turn the Budget Module ‘On’<\/p><\/div> Give the tab a Tab Label<\/a> <\/strong>and provide instructions <\/strong>for your applicants. Use the Applicant View<\/a> to check your work. <\/p>\n\n\n \u00a0<\/span>Sections 1 & 2<\/span><\/p>\n \r\n \t\t\t\t\tThey are not accessible in the online application. Applicants can refer to the print preview or PDF version of their applications to see the calculations. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t The character limit will be the same as the program default character limit, as set in the\u00a0Settings\u00a0<\/strong>tab.<\/p>\n The Budget tab features two pre-built, basic tables and a narrative field to capture simple budget data from applicants. Admins can choose which sections to set up and use. How It Works Program Setup > Budget Tab Available Features There are four standard features available in the Budget tab. As an…<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17,41,40,25,26,38],"ht-kb-tag":[79,80],"class_list":["post-158","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-for-admins","ht_kb_category-applicationphase","ht_kb_category-program-setup","ht_kb_category-applicationadmin","ht_kb_category-reviewadmin","ht_kb_category-all","ht_kb_tag-jun20","ht_kb_tag-program-setup"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/158","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/comments?post=158"}],"version-history":[{"count":34,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/158\/revisions"}],"predecessor-version":[{"id":3459,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/158\/revisions\/3459"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=158"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=158"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=158"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2017\/08\/Fullscreen_6_24_20__9_15_AM-1024x554.png\")
<\/figure>\n\n\n\nSection 2<\/h4>\n\n\n\n
![\"\"](\"http:\/\/help.zoomgrants.com\/wp-content\/uploads\/2017\/08\/Fullscreen_6_24_20__9_19_AM-1024x533.png\")
<\/figure>\n\n\n\nBudget Total Comparisons<\/h4>\n
Budget Narrative<\/h4>\n<\/div>\n
Contract Budget<\/span><\/h4>\n
Budget Certification<\/h4>\n<\/div>\n
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How to Set It Up<\/h2>\n\n\n\n
Set up the features that you’d like to use (complete instructions below). <\/p><\/div><\/div>\n\n\n\n\n
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![](\"http:\/\/www.zoomgrants.com\/screenshots\/dbudgetcalccolumn.png\")
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Budget Total Comparison<\/h3>\n
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![](\"http:\/\/www.zoomgrants.com\/screenshots\/dbudgettotalcompcalc.png\")
<\/li>\nBudget Narrative<\/h3>\n
![](\"http:\/\/www.zoomgrants.com\/screenshots\/dbudgetnarrative.png\")
<\/p>\n\n
Budget Certification Text<\/h3>\n
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Troubleshooting<\/h2>\n\n\n\n
As an alternative, you may want to ask applicants to complete a budget as a document upload<\/a> or set up your own budget as a table in the Tables<\/a><\/strong> tab.<\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"