Access the "Budget" in the project

To view the budget summary in your project, click on Budget in the Content menu. 

The Budget screen opens on the Budget tab, where you can view the awarded budget and the actual project costs as reported in your project, broken down per activity type and cost type. 

You also have access to the Budget Transfers tab, where you can view the total number of mobilities per region and partner country. These can be split further into incoming (to the beneficiary) or outgoing (from the beneficiary) mobility flows. See the page Budget Transfers in KA171 projects for details. 

The budget screen in KA171

Totals per project

The screen displays the total amounts calculated at project level regarding the participants, grants, and various budget items, resulting from the completed mobility activities in your project. Except for the Exceptional costs for financial guarantee, all the other values are read-only.

The following specific information is available on the Budget screen, under the Number of participants and Grant headers:

1. Total project - calculated automatically, it sums up all budget items present at project and activity level.
   
   
2. Breakdown of the total project budget per cost item:
   • Inclusion support for organisations - read only; costs costs related to the organisation of mobility activities for participants with fewer opportunities; it is calculated as the grant per participant, multiplied with the number of participants with fewer opportunities.
   • Organisational support (excluding Zero-grant mobilities not flagged as "OS Covered by Erasmus+ EU Funds") - read only; calculated and capped grant to provide the mobility activity organisational support (without Inclusion support for organisations). The reported number of participants excludes the Zero-grant mobilities not flagged as "OS Covered by Erasmus+ EU Funds".
     The capping is considering  a 10% tolerance and is calculated as follows:
     • if the Reported number of participants >= Awarded number of participants - round(Awarded number of participants/10))
       then Organisational support = Awarded Mobility Organisational Support
       *the rounding is done to the nearest number, e.g., 4.1 is considered 4, while 4.5 is considered 5.
     • if the condition above is not fulfilled, then Organisational Support = min(Calculated Mobility Organisational Support, Awarded Mobility Organisational Support), i.e. the lesser amount of the two is considered.
       
       
3. Exceptional costs for financial guarantee - this is the only editable field, where you can enter the real costs incurred related to a project guarantee (if the National Agency has asked you to provide a financial guarantee). The default value is the awarded amount for Exceptional costs for financial guarantee.
   
   
4. Budget breakdown down for:
   • All mobility activity types - collapsed by default; click on the +icon to expand and view more details.
   • Activity types - collapsed by default; click on the +icon to expand and view more details.

If there are no completed mobility activities available in your project, the reported values will display 0 EUR.

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 Mobility activities). Only complete mobility activities will be reflected in the budget calculations. 

Budget values, aggregated on various criteria

Budget breakdown for "All mobility activity types"

The All activity types section will, once expanded, displays the cost items specific to the mobility activity, as per the completed mobility activities in your project, for all activity types. The following information may be available, depending on the information provided for the completed mobility activities:

Budget breakdown for All mobility activity types

Budget breakdown per "Activity types"

The project costs are also available in a breakdown per Activity type.

Activity types lists a series of sub-sections, which aggregate budget data for all the completed activities of that type that are implemented in the project. Click on the dedicated +/- icons to collapse/expand each section, as required. 

Under Activity types, each activity type is listed as a sub-section

The following information may be available, depending on the Activity type and the information provided for the completed mobility activities:

Click on the relevant tab below to view examples of the budget breakdown per the available activity types in the project. 

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New budget screen functionalities in the KA171 budget screen

Refresh reported budget

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