When project dates change, how should budget periods be updated?

  1. Edit the dates on the Basics>Proposal Details page first. 
  2. Then, in the Budget before any other action, use the Reset to Period defaults button. This will set the budget periods to conform with the new project dates.
  3. Check the dates of performance for any personnel as they may change with the Reset and should be updated as appropriate if needed.  

To bring relevant FY rates into the budget, add Sync All Rates on the Rates tab. Alternatively, sync each rate type tab independently if your MTDC rate is fixed to prior FYs. 

Budgets