Setup checklist — 5 item(s) left
The report cannot calculate correctly until each item below is filled in. Click any item to jump straight to it.
Months Elapsed In Period
0
Months Remaining In Period
0
Calculated as of today from the Current Budget Period Start and End dates (award dates are used only if no budget period dates are entered). A period that has already ended shows the full calendar months since it ended and always has 0 months remaining for projections.
U.S. Government Award Resources
If this award is from a U.S. Government agency, you can find public award details, spending history, and related information at these federal reporting systems:
- NIH RePORTER — Search NIH-funded research projects, publications, and patents.
- USAspending.gov — Browse federal awards, spending, and recipient information across all agencies.
- NSF Award Search — Look up National Science Foundation awards and award abstracts.
- SAM.gov — Find federal award opportunities, entity registrations, and assistance listings.
UAMS Internal Research Suite
UAMS personnel with permission can view their Notice of Award and related grant documents in the internal grants portal:
UAMS Grants Portal (MUSE)Budget vs Actuals
RPT – Grant Budget vs Actual – Object Class (UAMS)
Drag and drop a file here, click Upload, or paste the table.
Actual Expenses
Actuals Restricted – Details View
Drag and drop a file here, click Upload, or paste the table.
Effort Allocations
RPT – Grant/Award Base Pay Allocations
Drag and drop a file here, click Upload, or paste the table.
Enter the award end date from the Notice of Award to track award status.
Spent To Date Vs Budget
—
$ - of $ -
Actuals, commitments, and obligations against total budget
Projected Spend Vs Budget
—
$ - of $ -
Spending to date plus projected expenses through period end
Current Available Balance
—
$ -
Budget less actuals, commitments, obligations
Projected Available Balance
—
$ -
After projected expenses through period end
Warning — Contact Investigator for Review
The overall light is yellow because of: Current Available Balance, Effort Variance vs. Sponsor-Approved. Uploading files alone will not turn every check green — some need entries like Sponsor-Approved Effort or budget period line items.
Current Available Balance · Needs review
$ - remaining
Yellow light, warningProjected Balance at Period End · Good
On pace — $ - projected
Green light, goodIndirect Costs (F&A) · Good
Budgeted F&A matches the redistributed calculation
Green light, goodRe-Budget · Good
No re-budget entries
Green light, goodEffort Variance vs. Sponsor-Approved · Needs review
Enter Sponsor-Approved Effort to check variance
Yellow light, warning
Why you may see several different dollar amounts
The app runs two separate checks and each answers a different question, so the amounts are not supposed to match. Only check 2 asks you to actually move money on the Summary.
1. Data completeness
Do the imported transactions add up to the Summary actuals?
$ -
Shown in: Monthly Expenses by Budget Period
2. Whole-award F&A split
Does the awarded budget split correctly between direct and indirect at your F&A rate?
$ -
Shown in: Indirect Cost Check and Budget Redistribution Tool (same number, two views)
Legend — what the colors and flame meanclick to collapse
Column shading
Balance text color
Burn Rate flame — spending pace vs. time elapsed, shown as a multiple of an even monthly spend (1.00× = exactly on pace, capped at 3×+)
=2+2, 50-25, =(1200*3)/2. You can also reference another row's re-budget amount by its object class code — =OC001+OC003 uses Personnel plus Travel. Use =R2 to copy the second row's re-budget amount, or =R2*-1 to copy it and flip the sign. Press Enter or Tab to calculate and move down; press Esc to undo what you typed. If a formula can't be read, the cell turns red and explains what to fix.| Object Class | Budget vs Actuals | Pace | Projections | Re-Budget | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Budget Restricted | Actuals Restricted | Commitment Restricted | Obligation Restricted | Available Balance (Restricted) | Monthly Expenses | Burn Rate (× pace) | Planned Costs (manual) | Projected Expenses | Projected Balance | Re-Budget (+/-) | Re-Budgeted Balance | |
| UAMS OBJECT CLASS SET: 000_DEFAULT | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 001_PERSONNEL | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 002_FRINGE BENEFITS | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 003_TRAVEL | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 004_RENT | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 005_MATERIALS AND SUPPLIES | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 006_OTHER DIRECT COSTS | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 010_SUBAWARDS | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 007_EQUIPMENT AND OTHER CAPITAL | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 008_STUDENT SUPPORT | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 009_PARTICIPANT SUPPORT (NON-RESEARCH SUBJECT) | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 011_PATIENT CARE | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 013_FACILITIES AND ADMINISTRATIVE COSTS | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 014_GENOME WIDE ASSOCIATION TESTING | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 015_EXCESS FUNDS FOR FIXED COST AWARDS | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| UAMS OBJECT CLASS SET: 020_HEERF LOST REVENUES & PRIOR YEAR EXPENSES | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | |
| DIRECT COSTS | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | $ - |
| INDIRECT COSTS | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | $ - |
| TOTAL COSTS | $ - | $ - | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — | $ - | $ - | $ - | $ - | $ - |
| Include | Description | Object Class | Expected date | Amount | Monthly | Projected total | Remove |
|---|---|---|---|---|---|---|---|
| No planned costs yet. Add an expected subaward invoice or purchase to see it in the Summary projections. | |||||||
| Total planned costs added to projections | $ - | ||||||
Re-Budget Totals
- Net change
- $ -
- Total moved
- $ -
- % of total budget
- 0.00%
- F&A adjustment remaining
- $ -
No re-budget entries
The current direct/indirect split needs no correction. Use positive and negative entries only to model another transfer.
Transfers may require sponsor approval under 2 CFR 200.308.
New (Re-Budgeted) Budget
Enter amounts in the Re-Budget column above and the new budget will appear here.
| Object Class | Awarded Budget | Re-Budget (+/-) | New Budget |
|---|---|---|---|
| Total Direct Costs | $ - | $ - | $ - |
| Total Indirect Costs (F&A) | $ - | $ - | $ - |
| Total Costs | $ - | $ - | $ - |
Balances
These percentages match the balance figures in the Summary above.
Load “RPT – Grant/Award Base Pay Allocations” to see salary, fringe benefit, and effort allocations.
Salary Cap Calculator
Test each person's salary against the federal annual salary cap. Change the cap when the agency publishes a new amount, or edit a base salary to model a raise.
How to use the Salary Cap CalculatorShow
- Set the cap and fringe rate. The default cap is $228,000.00 for 2026. Change it when NIH publishes a new rate. The fringe rate sizes the total cost-share burden on your institution.
- Add each person. Select someone from the Workday effort list, enter their annual institutional base salary, and adjust effort or months if you want to test a different scenario.
- Read the results. Chargeable to grant is the most the award can pay at that effort. Over the cap (salary) is the cost-share amount. Cost share w/ fringe adds the fringe burden on that cost share.
- Watch the Workday posted amount. If salary already charged to the award exceeds the chargeable amount, the badge turns red and a cost transfer is needed.
This is a forward-looking test. Enter the salary and effort you plan to charge; compare against what already posted to spot cost transfers.
Load the base pay allocation report to test salaries against the federal cap.
Person Months Calculator
Convert percent of time and effort to person months across every appointment base at once — calendar months, academic months, and summer months.
Percent effort
25.00%
Person months on 12 month
3.00
Add an institutional base salary to see the dollar impact of this effort.
Salary requested
—
Person months = percent effort ÷ 100 × months in the appointment base. The salary preview uses that same base to estimate requested salary.
MTDC subaward threshold
0Switch the rule without re-importing anything. Use $25,000 while the DHHS rate agreement is lapsed; switch to $50,000 once the new agreement takes effect. Every exemption, redistribution, and budget-period check follows this setting.
Load Actuals Restricted – Details View with the Supplier column to list subrecipient expenses.
Budget Redistribution Tool
This tool checks the current Summary budget, including anything entered in the Re-Budget column. The exemption amounts remain fixed while you experiment. The Subawards Exempt Amount is the full Details View 010 posted actuals minus $25,000.00 for each listed subrecipient. No separate Subaward report is used. It uses the same Total Exemptions shown above, at the 0.00% F&A rate.
- Review the exempt amount for each category below.
- Check the recommended amount to move between direct and indirect costs.
- Make any approved change in the Summary Re-Budget column and obtain sponsor approval where required.
| Budget Categories | Current Budget | Exempt Amount |
|---|---|---|
| Default | $ - | — |
| Personnel | $ - | — |
| Fringe Benefits | $ - | — |
| Travel | $ - | — |
| Rent | $ - | $ - |
| Materials and Supplies | $ - | — |
| Other Direct Costs | $ - | — |
| Subawards | $ - | $ - |
| Equipment and Other Capital | $ - | $ - |
| Student Support | $ - | $ - |
| Participant Support (Non-Research Subject) | $ - | $ - |
| Patient Care | $ - | $ - |
| Genome Wide Association Testing | $ - | — |
| Excess Funds for Fixed Cost Awards | $ - | — |
| HEERF Lost Revenues & Prior Year Expenses | $ - | — |
| Total Exemptions | — | $ - |
| Direct Costs | $ - | $ - |
| Indirect Costs | $ - | $ - |
| Total | $ - | $ - |
Subawards Exempt Amount calculation: Details View 010 posted actuals $ - − $ - retained in MTDC (first $25,000.00 per subrecipient) = $ - exempt.
Recalculating Tool for Exemptions
Direct and indirect costs are balanced at your F&A rate — no redistribution needed.
Exemptions
The Subawards Budget column is the awarded 010_Subawards budget from Summary. Actual expenses and distinct subrecipient names come only from Actuals Restricted – Details View. For each identified subrecipient, $25,000 remains in MTDC and the remainder is exempt. No separate Subaward report data is accepted or used. Re-Budget entries do not change these figures.
F&A rate applied: 0.00%.
Indirect costs look correct
- Current F&A budget
- $ -
- F&A budget needed
- $ -
- Adjustment remaining
- $ -
No money needs to move between direct and indirect costs.
Projected F&A on commitments & obligations
There are no open commitments or obligations on direct costs, so no additional F&A is expected from encumbrances.
Exempt / Non-Exempt Transfer Calculator
Enter the exact amount you need in (or out of) an MTDC-exempt category such as Equipment. At the 0.00% F&A rate, this splits the transfer between the non-exempt category and F&A so the award total does not change. Nothing here changes your Summary — copy the two lines into the Re-Budget column.
This award has no MTDC-exempt categories with budget or expenses (no equipment, tuition, participant support, rent, or subaward amounts over the per-subrecipient threshold). There is nothing to move out of, so only the “Non-exempt → Exempt” direction applies: you would be creating a new exempt line (for example, buying equipment), which usually needs sponsor prior approval under 2 CFR 200.308.
| Amount to be moved | From category | To category |
|---|---|---|
| $ - | Non-exempt category (e.g. Supplies or Other Direct Costs) | a new exempt category (e.g. Equipment) |
| $ - | Facilities and Administrative Costs (F&A) | a new exempt category (e.g. Equipment) |
| $ - | Total added to the exempt category | |
Because exempt categories carry no F&A, $ - of F&A is released and moved with $ - of direct funds. Transfers may require sponsor prior approval under 2 CFR 200.308.
Budget cells accept formulas. Type math like Excel: =2+2, 50-25, =(1200*3)/2, or reference another row in the same budget column with =R3+R4 (R1 is the first row). Enter or Tab calculates and moves down; Esc undoes what you typed. An unreadable formula turns the cell red and explains the fix instead of saving a wrong number.
Enter the Project Period Start Date above. Each card below sets one budget period; blank dates mean that period is not used.
Pre-Award Costsnot used
Defaults to the 90 days before Year 1 — edit if the sponsor approved a different window.
Year 1not used
12-month budget period. Edit dates if the award year spans two calendar years.
Year 2not used
12-month budget period. Edit dates if the award year spans two calendar years.
Year 3not used
12-month budget period. Edit dates if the award year spans two calendar years.
Year 4not used
12-month budget period. Edit dates if the award year spans two calendar years.
Year 5not used
12-month budget period. Edit dates if the award year spans two calendar years.
No-Cost Extensionnot used
Fills in automatically when the award runs past the prior period; type dates here to override.
2nd No-Cost Extensionnot used
Fills in automatically when the award runs past the prior period; type dates here to override.
Year 1
Not in use. Enter a start and end date above to add this period.
Year 2
Not in use. Enter a start and end date above to add this period.
Year 3
Not in use. Enter a start and end date above to add this period.
Year 4
Not in use. Enter a start and end date above to add this period.
Year 5
Not in use. Enter a start and end date above to add this period.
No-Cost Extension
Not in use. Enter a start and end date above to add this period.
2nd No-Cost Extension
Not in use. Enter a start and end date above to add this period.
Cumulative Expenses (All Budget Periods)
| Object Class | Cumulative Budget Enter budget by period | Cumulative Expenses Ties to Summary | Commitment Restricted Cleared | Obligation Restricted Cleared | Burn Rate (× pace) |
|---|---|---|---|---|---|
| UAMS OBJECT CLASS SET: 000_DEFAULT | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 001_PERSONNEL | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 002_FRINGE BENEFITS | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 003_TRAVEL | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 004_RENT | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 005_MATERIALS AND SUPPLIES | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 006_OTHER DIRECT COSTS | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 010_SUBAWARDS | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 007_EQUIPMENT AND OTHER CAPITAL | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 008_STUDENT SUPPORT | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 009_PARTICIPANT SUPPORT (NON-RESEARCH SUBJECT) | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 011_PATIENT CARE | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 014_GENOME WIDE ASSOCIATION TESTING | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 015_EXCESS FUNDS FOR FIXED COST AWARDS | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 020_HEERF LOST REVENUES & PRIOR YEAR EXPENSES | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| Total Direct Costs | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| UAMS OBJECT CLASS SET: 013_FACILITIES AND ADMINISTRATIVE COSTS | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| Total Indirect Costs (F&A) | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
| Total Costs | $ - | $ - | $ - | $ - | Well under pace — below 0.5× of the even pace: — |
No participants yet. Add people manually, or pull them from the imported “RPT – Grant/Award Base Pay Allocations” report and then type the percent effort each person actually devoted in each month of the reporting year.
RPPR Section D.1 lists every person who worked at least one person month on the award during the reporting year, with their person months rounded to two decimals. The FFR closeout uses the same effort record to support the final salary charges. Variance compares the average effort actually devoted against the effort committed in the Notice of Award: a change of 25% or more in either direction for the PD/PI or other senior/key personnel generally requires prior approval or notification to NIH.
Everything you enter lives only in this browser. Download a backup file before you clear your browsing history, switch computers, or hand the report to a colleague — then upload that same file here to refill every table exactly as you left it.
The backup file stays on your computer. It contains award details, imported Workday data, re-budget entries, and setup progress, so store it somewhere approved for sponsored-project information.
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