Budget Notes

You can add Notes to your budget for line items and on the F&A tab. Notes will display on the print and exported versions of the budget.

There is a Notes field on the Line Setup page for the following line items:

  • (01) Salary and Wages
  • (02) Service Contracts
  • (03) Other Contractual Services
  • (04) Travel
  • (05) Supplies and Materials
  • (06) Equipment
  • (07) Retirement and Benefits (period entry pages only)
  • (08) Student Aid
  • (10) Capital Projects
  • (38) Unallocated
  • (25) Facilities and Administrative (period entry pages only)

There is a Notes icon on the F&A tab. To add a note:

  1. Click on the icon to open the notes box.
  2. Enter any text you wish.
  3. Click on the icon again to close the notes box.

budget notes example

When you return to the page, the icon will display an asterisk (*) to indicate that notes were added.

Budget notes icon with asterisk

You can re-open the notes box and edit or remove the text.