Build your research grant budget tracker.

How to build your research grant budget tracker

1. 1

   Describe the job

   Connect proposed research spending to the award's approved budget lines.

2. 2

   Review the first version

   Choose how the research coordinator records the award reference and how the award reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your research grant budget tracker

• Keep the award reference in context

  Keep award reference, budget line, approved amount, proposed spend, source record and variance review together so the next person can understand the request or record.

• When the next step needs a decision

  A lab proposes expenditure under a budget line that the award does not clearly cover. Record the uncertainty and request responsible review before committing the spend.

• Keep variance review visible

  Request review where the award does not clearly cover the proposed expenditure.

• Choose what each person needs

  Give the research coordinator a working view and the award reviewer a review view. Keep award reference and budget line attached to the decision as the work moves between them.