Research & Related Budget (2024)

<![CDATA[ ]]>Application Submission System & Interface for Submission Tracking (ASSIST): Revised February 23, 2024

For additional assistance, please contact the eRA Service Desk.

PDF version

For assistance with the information required on this form, please refer to the appropriate application guide on the How to Apply page.

NOTE: The forms in these topics reflect FORMS-H, which must be used for applications with due dates on or after January 25, 2023 (see guide notice NOT-OD-22-195. Also see the annotated form set and summary of changes for Forms-H.) For due dates on or before January 24, 2023, use FORMS-G.

New in Forms-H

Within section F. Other Direct Costs, added instructions for NIH applications submitting a Data Management and Sharing Plan noting that requested “Data Management and Sharing Costs” must be noted as a single line item.

ASSIST users who have been granted budget authority (View or Edit)may add, edit, and/or view budget information using the R&RBudget tab.

Adding Budget Period 1

To add budget information for Period 1:

Select the Edit button to enable the form for editing.
Complete the budget information as appropriate. Required fields are marked with an asterisk (*).
To save the entered information, select the Save and Keep Lock button to keep the form open for further editing -or- select the Save and Release Lock button to close the form after saving.

NOTE: Selecting the Cancel and Release Lock button - followed by the Continue button on the confirmation - returns the form to read-only and does not save any of the entered information onto the form.

Adding Another Budget Period

When adding additional budget periods, the information from the previous budget period is carried over and auto-populated into the fields. This information can be edited as necessary.

To add an additional budget period:

Select the Add Period button.

Research and Related Budget - Period X displays (where X is the specific budget period being added).
Enter and/or edit the budget information for the specific period.
To save the entered information, select the Save and Keep Lock button to keep the form open for further editing -or- select the Save and Release Lock button to close the form after saving.

Editing and Viewing an Entered Budget

Depending on the authority granted, you may view and/or edit existing budget information for any of the entered budget periods. To edit budget information:

Select the link for the period to view or edit (e.g., Period 2 link).
Select the Edit button to edit the information.
Update the budget information as necessary.
To save the entered information, select the Save and Keep Lock button to keep the form open for further editing -or- select the Save and Release Lock button to close the form after saving.

Deleting a Budget Period

With Edit Budget authority, an ASSISTuser may remove entire budget periods from a component. To delete an entire budget period:

Select the link for the period being removed (e.g., Period 2 link)
Select the Edit button to enable editing.
Click the Remove Budget Period button.

A confirmation window displays.
Select the Continue button to confirm the deletion request.

NOTE: Selecting the Go Back button returns the budget period form without deleting it.

The R&RBudget tab information displays, with the link for the removed budget gone. This information is now deleted. The deleted budget period is also removed from the Cumulative Budget information.

Viewing Cumulative Budget

To view the cumulative budget of multiple budget periods, select the Cumulative link.

The Research and Related Budget - Cumulative Budget displays as read-only.

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