Funding

1. • Funding Section
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     1. Primary Sponsor
     2. Funding Questions
     3. Budget
        • Primary Budget
        • Add Matching Budget
        • Edit Budget
        • Delete Matching

2. Primary Sponsor

   • The primary sponsor is the main sponsor to which the application is submitted
   • The sponsor type will help to route the cover sheet to the applicable Office of Research group
   • Select the primary sponsor type
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   • Depending on the sponsor type selected different drop-down menus will open to further describe the sponsor type
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   • If none of the options are applicable, please select "Other" from the the drop-down
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3. • Key in the sponsor name, program name and any other applicable details
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4. • Enter the application deadline if applicable
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5. Funding Questions

   • Select the applicable "Yes" or "No" help button for the funding questionairre section
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6. • Depending on the answer selected, an additional field may open to capture additional details
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   • When applicable, links to more information are provided
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7. Budget

   • Only enter whole numbers with no decimals or symbols
   • If the University is not the lead institution, only include funds coming to UW
   • If there are no funds, the budget can be left blank
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8. Primary Budget

   • Enter the budget for the funding
   • Select the funding currency
   • If the currency is not listed, select “Other” and key in the description
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9. • Click the "Calculate" button to determine the total and the calculated overhead
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10. Matching Budget

    • To add a matching budget click the "Save & Add Matching" button
    • A second budget editor will open to enter the details
    • Matching budgets are captured in the same currency as the primary budget
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11. • Enter the matching Sponsor/Program name
    • Enter the matching budget amounts using only whole numbers with no decimals or symbols
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12. • Click the "Calculate" button to determine the new totals and the calculated overhead percentages per sponsor
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    • There can be as many matching budgets as needed
13. • Click "Save Matching" to close the editor
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    • When the budget table edititor is closed
      • Click "Add Matching" to add an additional matching budget
      • Click the "Edit" or "Delete" links in the Action column for each budget
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    • Click "Save & Continue" to save the entire funding page and continue

14. Edit Budget

    • Click the "Edit" link in the Action column to edit a budget
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    • The corresponding budget will become editable
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15. Delete Matching Budget

    • Click the "Delete" link in the Action column to delete a matching budget
    • The primary budget cannot be removed
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    • Click the "Delete" button on the confirmation page to delete the budget
    • To cancel and and return to the funding page click the "Cancel" button
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16. • Click the "Save & Continue" button to save the funding section and continue
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