Configure budget categories in Grants Management

  • Release version: Australia
  • Updated March 31, 2026
  • 1 minute to read

    • Configure the budget categories that appear in the Program budget activity of the playbook.

    About this task

    By default, the Grants Management contains the following required budget categories:
    • Administration: Costs related to project management, administrative support, and general operating expenses directly attributable to the project.
    • Award: Total award amount requested, including all direct and indirect costs for the entire project period.
    • Contractual: Costs for services to be provided by external organizations or consultants, including subcontracts, licensing costs, consulting agreements.
    • Equipment: Total cost for all equipment necessary for project execution.

    Before you begin

    Role required: admin

    Confirm the application scope is set to Service Applicant Program Management.

    Procedure

    1. Navigate to All > System Definition > Dictionary.
    2. In the column name field, search for , and select the entry that has Grant Program as the table.
    3. Select the choices tab.
    4. Select the category you want to modify.
    5. Identify the numeric value of the categories corresponding to each label.
    6. Navigate to All > Process Automation > Playbook Designer.
    7. From the new tab, under the Playbooks tab, identify the Grant Program Setup playbook, and open it.
      The default playbook is “Program setup”, but you should refer to your cloned version.
    8. Select the Program budget activity, then select Show additional options.
    9. Select UI layout, then the Required categories field.
    10. Populate the field with the values corresponding to the category you want to add.
      If there are multiple categories, separate the value with comma.
    11. Select Save and close, then select Activate.

    Result

    The new configuration should appear in the Program budget activity of the grants setup playbook.