Create a BGPHE Document

The Program Phase Expense (BGPHE) budget document facilitates recording and tracking of phases of a project.  The BGPHE should be used when sites desire on-line tracking of grant related data or want to invoke budget edits for grants at one of the three levels below.  Sites can also auto-generate this budget via REQBUD if they solely want on-line tracking and yet do not plan to track a specified budget (for example, zero dollar budgets). The BGPHE document can be used to track non-reimbursable cost accounting elements at the following level:

• Department & Major Program (Level 1)

• Department, Major Program & Program (Level 2)

• Department, Major Program, Program & Phase (Level 3)

To create a BGPHE document, perform these steps:

1. Access the BGPHE document from the Document Catalog.

2. Complete the Header section.

   Complete the following fields: Start Date End Date Transaction Date FY Period

3. Expand the Program Phase Budget section.

   Select the Insert New Line Link. Complete the following fields: Event Type Dollar Amount Department Major Program Program Phase

4. Click the Save link.

5. If you have more than one phase, repeat Step 3 to 4 until you have entered all the phases.

6. Click the Smart Budget Rollup link.

7. Click the Validate button to validate for errors.

8. If errors exist, fix the errors and repeat Step 7.  If no errors exist, then continue with Step 9.

9. Click the Submit button to submit the document.