Creating a Budget

Updated 04/19/2024

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Proposals must be completed and routed seven (7) business days before the deadline for

OSP to submit the proposal.

Creating a Simplified Budget

If a sponsor requires the use of their sponsor budget template then a simplified budget may be

entered on the Budget Tab in GeauxGrants. The sponsor’s detailed budget template must

be attached to the Internal Uploads and Routing tab in GeauxGrants.

Examples of Manual Proposals with required sponsor budget templates:

• NSF Research.gov

• NASA NSPIRES

• LA Board of Regents Support Fund

When submitting a Grants.gov System-to-System (S2S) Proposal, use these instructions if the

budget tab is italicized. Italicized S2S tabs are not included in the Grants.gov application. The

sponsor required budget form can be found on the S2S Forms tab or is attached to the proposal

per instructions in the Funding Opportunity Announcement.

When

submitting all other Grants.gov (S2S) proposals or when the sponsor does not have a

required budget template follow Creating a Detailed Budget.

Budget Tips

• The Budget tab will open in a new window. Clicking Done will close just the budget

screen and return user to Proposal Development record.

• It is recommended that you enter budget as a whole instead of by each budget period.

• The Budget Summary will summarize the total costs of the entire institution budget.

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Budget – Subawards

• If your proposal budget includes subawards, you must add them first. To add a

Subaward to a budget, click Show next to SubAwards on the Budget tab to expand this

section.

• G

eauxGrants requires you to list the Subaward Institution Name and Subaward PI Name

in the budget. Both fields are progressive text. Enter both and click Add Subaward

f Subaward Institution is not in GeauxGrants, complete Request to Add

Subrecipient form at

https://lsu.edu/geauxgrants/sponsored_projects/request_new_subrecipient.php

• If Subaward PI is not in GeauxGrants, enter Subaward Institution and click Add New

Profile to enter the Subaward PI’s information.

• A

t minimum you need to enter the Subaward PI’s First and Last Name and Department.

For Grants.gov applications that require the Senior/Key Person Profile, you will be

prompted on the Personnel tab to enter more information. Click Save.

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• Click Add Subaward on Budget tab.

• W

hen you click Add Subaward, the subaward budget pops-up.

• Enter the Subaward’s Direct & F&A amounts per year and click Save and Close.

• You will notice the SubAwards (1) tab to the left. Click this and then the SubAward

Number link to edit the subaward budget, if needed.

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Budget – Non-Personnel

• When a sponsor has a required budget template, you will only enter the yearly total

direct costs less subaward amount in GeauxGrants under Other Direct Costs. Begin

typing Other, and select Other Direct Costs from drop down. Click Add Item

• On the popup, Enter total direct costs less any subawards for each year. Click Save and

Close.

F&A Tab

• The federally negotiated rate for Program Type and Location (on-campus vs. off-

campus) of the project will automatically populate. You will need to edit to that the

requested F&A matches your internal budget sheet.

F&A instructions using federally negotiated rate

• Step 1: Click Manual F&A to edit.

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• Step 2: Scroll down to the F&A Breakdown section at the bottom. Enter the F&A

base each year from your sponsor budget template. Click Save in top right.

F&A instructions using sponsor limited or ORED approved reduced rate

• Step 1: Change Rate to Manual, and type in sponsor limited rate. Click Apply

and then click Manual F&A. Clicking Apply allows rate to populate on Reviewer

Summary.

• S

tep 2: Scroll down to the F&A Breakdown section at the bottom. If there are

extra lines, click “Clear” to remove.

• S

tep 3: Change Rate to sponsor limited rate. Enter the F&A base each year

from your sponsor budget template. Click Save in top right.

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Budget – Complete

• Once you have completed you budget, go to Budget tab. Confirm the Budget Summary

matches the sponsor required budget worksheet and click Complete Button on top right

corner.

• Once Budget is complete, Budget will be in View Mode, and you will need to click on Un-

Complete Budget to make edits.

Personnel

• The PI will auto populate on this tab.

You m

ust add all investigators that are in #26 of the LSU

Questionnaire to the Personnel tab and any other Senior Personnel. This

will ensure that all necessary routing approvals are received.

• To add investigators, type in their name, choose role using the dropdown, begin typing

name, and click Save.

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• Since effort was not included on the budget, you will enter senior personnel effort on the

Personnel tab. Click the lock button next to Person Months.

• Type i

n the annual effort (requested + cost shared). If the effort varies each year, type in

the average. Click Save.

• The Responsible column indicates who is an Investigator per PS-98 for Financial

Conflict of Interest. Senior Personnel are automatically checked. All LSU PI and Co-

Investigators should be checked. Indicate other responsible investigators by clicking the

checkbox by their name. If necessary, add other PS-98 investigators to personnel tab.

• COI column will either have a green check or red question mark.

o If green check mark appears, a Significant Financial Interest (SFI) disclosure has

been “Received in GeauxGrants.”

o If red question mark appears, a SFI disclosure has either been “Created; No

Disclosure” or there is “No Current Disclosure”. SFI needs to be submitted.

• The Legend describes who is on the Prime and who is on the Subaward. Uncheck any

subaward investigators in the Responsible column.

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• If Investigator information needs to be updated, click on the individual’s name and enter

the information in the profile for this record.

• Check Complete when done. Complete must be unchecked before editing the

information.

Internal Uploads & Routing

All documents for OSP review are uploaded here. Follow instructions at the top of the page.

You must upload the sponsor required budget template and budget justification, if

applicable, here.

• Step 1: Click Add Institution Forms/Supporting Documentation to upload documents.

• Step 2: After completing all previous tabs (checkmarks on left navigation), user must

open both LSU Questionnaire and the Review Summary to Complete/Lock these forms.

• Step 3: To route proposal for review and approvals, click the thumbs up icon by Submit

Pre-Review.

• S

tep 4: Click Accepted and then Continue.

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• Step 5: If units receiving Investigator Credit are not included in the Route, follow the

steps below:

• Step 5a: Insert route after Step 12

ake sure to click on insert icon after Step 12. Do not click on Add

new Person to Review Path. This button inserts the person at the

beginning instead of the end of the route and prevents OSP from being

notified of proposal.

• S

tep 5b: Type Name of Investigator, choose Approval Required and click Add.

Newly added Investigator will be added to the Route and a notification will be

sent for his/her review and approval.

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tep 5c: Inserted Investigator will appear after Step 12.

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tep 6: Click Submit in top right to route the proposal.