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Budget Tools & Templates

This page is dedicated to budget tools need to assist you when creating your proposal budgets during the application phase and managing your grant funds after award notification.  

Proposal Development Tools 

Budget Template

The templates below should be used during the proposal phases of your application.  These spreadsheets have the capability to calculate inflation, fringe benefits, and indirect costs. It also automatically excludes equipment, participant costs, and subagreements for the first $25,000.

Please note that in the template fringe benefits are projected at 33% fringe benefits to include Social Security, Retirement, and Medical Insurance for Faculty, Staff, Professionals and Post Doctoral Associates. Fringe Benefits for Students and Temporary Employees are 7.65%.   Current Fringe Benefits 2017

To begin using the template:

1.  Select the template with number of years you would like to project.  

     5-Year Budget      4-Year Budget      3-Year Budget      2-Year Budget     1-Year Budget

2.  Enter the inflation rate.  Skip if you do not want to inflate.

3.  Enter the start date of the proposal budget.

Budget Justification (Budget Narrative)

Each budget typically needs a budget justification or budget narrative for a proposal application.  It should explain in words the budget that has been created for the application.  The justification should be detailed and easy to understand.  Unless otherwise stated specifically in the application, please use the sample below.

Budget Justification (Narrative) Sample

Effort Calculator

This effort calculator will convert your percent effort into person months.

To use the excel spreadsheet, click here.

To use a web version, click here.

Grant Management Tools 

Grant Management Workbook (Excel)

The template below should be used to help manage your grant expenditures. This spreadsheets has the capabilities to encumber salaries, tuition and fees, travel, and stipends.  It will also help you track expenditures with the use of the Banner Financial System data from your grant fund. 

To begin using the template:

1. Enter the data on the Summary Tab in the top section.  This information will be pulled into the other tabs.  

2. Enter the Adjusted Budget using the Banner Screen FRIGITD for your grant fund.  

3. Enter the Activity (Expenditures) using ?the Banner Screen FRIGITD for your grant fund.

4. Use the various logs (tabs) within the spreadsheet to enter your paperwork that has been submitted for payment.  These logs should be updated each time paperwork is submitted to OSRP for processing. 

    Grant Management Tool for Department Use

Banner INB & SSB Manual

The Banner Finance Guide for North Carolina Central University will help users to search, review, and reconcile transactions that have been applied in the Banner Finance System. This guide shows details to help users look for grant transactions, budget data, and encumbrances in INB and SSB.  For training on Banner, please email Denise Wynn at dwynn3@nccu.edu.

     Banner INB & SSB Manual

     Banner Quick Reference Guide

 
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