The budget screen displays the project costs introduced in Beneficiary Module, broken down per cost type for a solidarity project for European Solidarity Corps (ESC30-SOL).

This page explains the information available on the Budget screen in Beneficiary module for ESC30 - Solidarity Projects.

It is possible to modify certain details in the budget screen that affect the total project. This is only possible while the project is in status Project ongoing by  associated persons with edit rights in the project. 

For general information regarding the budget screen and it's functionalities in Beneficiary module, please see Budget in projects .It also allows you to modify certain details that affect the project budget. 

Prerequisites

• Only the contact person of the beneficiary organisation with edit rights on the project is able to perform these actions.

• The user must be logged in to EU Login account.

• A grant agreement has been signed for the project, and it is visible in My projects.
• To update the project, it must have the status Project Ongoing.
• You must have filled in the Exceptional Costs section of the project, in order to view the cost details in the populated budget.

Steps

 screen is displayed,  where you can view the budget summary for your project, including the awarded budget and the actual project costs as reported in your project, broken down per cost type.

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Budget screen details

The Budget screen shows the list of all project costs, broken down per cost type .

All grant amounts are read-only, therefore cannot be changed manually.  They are calculated automatically, based on the information you have provided either in this screen (where applicable) or in other sections of the project. If you wish to update the budget amount for a specific item, you must adjust the details in the relevant section (such as Exceptional costs). 

Certain fields available in the budget screen are editable and can be filled in or updated. Any changes you make will automatically be saved once you click elsewhere on the screen.

The screen is divided as follows: 

• On the left side, budget items are listed either independently or grouped by budget categories:
  • Total project (1) - is calculated automatically as the sum of grant items and reported costs

  • Total exceptional costs (2) - in case the project includes exceptional costs for the support of participants with fewer opportunities

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All grant amounts are read-only, and cannot be changed directly. They are calculated based on information you have provided either in this screen (for Project Costs and Coach Costs) or in the Exceptional Costs section of the project.

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 Export the budget overview to PDF

The Export PDF function is currently disabled. It will be available in a future release and it will allow you to download the budget as a PDF file.

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"Approved budget by NA" vs "Current budget"

The Total project budget is displayed at the top of the budget screen. It enables you to have a quick overview of the total approved budget, compared to the total current declared budget, as well as the percentage of the approved budget used at project level.

If the amount of the Current Budget is higher than the amount approved by the NA for the same budget item, or for the total project budget, a warning message is displayed. This does not prevent you from submitting the beneficiary report, as it is only for information purposes.

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Update project costs grant duration

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Editable fields in the budget screen

"Number of months" for Project costs 

The Project costs The Project Costs  grant is awarded to you for the entire duration of the project (in months), specified in the grant agreement. This value time interval is set by default in the  Number of months  field. In our example, the duration of the project is of 6 10 months.

If you do not require a grant, type 0 (zero) in the field.  The Current Budget and %Current Approved fields are updated accordingly, both for the project costs and for the totals at project level. Click elsewhere on the screen to update the budget values . 

If needed, you can revert to the number of months corresponding to the full duration of the project. Other values

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"Number of coaching days" for Coaching costs

In this field, you can enter

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Update the number of coaching days 

Here you must select the number of coaching days for which you require a coach grant (in the example below, up to a maximum of 12 days).  Under Coach Costs Coaching costs , type the Number of days (between 0 and 12); the default value is 0. The Current Budget and %Current Approved fields are updated accordingly, both for the coaching costs and for the totals at project level.

If the specified value is higher than the maximum allowed, a warning message is displayed.

12.

Click elsewhere on the screen to update the budget values.

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Export the budget overview to PDF

To export the budget in PDF format, click on the Export PDF button.

The exported file will contain the same information as displayed on screen meaning that, if any sections are collapsed on screen, they will also not display the various subsections in the PDF. 

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New features in the budget screen

Refresh Reported budget option

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