PHS 398 Modular Budget

For assistance with the information required on this form, please refer to the appropriate application guide on the How to Apply page.

NOTE: The forms in these topics reflect FORMS-I, which must be used for applications with due dates on or after January 25, 2025 (see guide notice NOT-OD-24-086. Also see the annotated form set and summary of changes for Forms-I.) For due dates on or before January 24, 2025, use FORMS-H.

ASSIST users who have been granted budget authority (View or Edit) may add, edit, and/or view budget information using the Modular Budget tab on a single-project application.

NOTE: If a user does not have the View or Edit budget authority, the Modular Budget tab does not display among the tabs for other forms.

For guidance on completing the form in ASSIST, refer to the steps below.

Adding Budget Period 1

To add budget information for Period 1:

  1. ClosedSelect the Edit button to enable the form for editing.

    The PHS 398 Modular Budget form - Edit button

  2. Complete the budget information as appropriate. Required fields are marked with an asterisk (*).
  3. To save the entered information, select the Save and Keep Lock button to keep the form open for further editing -or- select the Save and Release Lock button to close the form after saving.

    4. NOTE: Selecting the Cancel and Release Lock button - followed by the Continue button on the confirmation - returns the form to read-only and does not save any of the entered information onto the form.

ClosedClick here for an image of the form expanded for editing.

The Modular Budget form is expanded for editing

Adding Another Budget Period

When adding additional budget periods, the information from the previous budget period is carried over and auto-populated into the fields. This information can be edited as necessary.

To add an additional budget period:

  1. ClosedSelect the Add Period button. Note that the Add Period button is only displayed in Edit mode.

    Modular Budget form, highlighting the Add Period button at the top of the page

    PHS Modular Budget - Budget Period X displays (where X is the specific budget period being added).
    Add Period screen

  2. Enter and/or edit the budget information for the specific period.
  3. To save the entered information, select the Save and Keep Lock button to keep the form open for further editing -or- select the Save and Release Lock button to close the form after saving.

NOTE: Selecting the Cancel and Release Lock button - followed by the Continue button on the confirmation - returns the form to read-only and does not save any of the entered information onto the form.

Editing and Viewing an Entered Budget

Depending on the authority granted, you may view and/or edit existing budget information for any of the entered budget periods. To edit budget information:

  1. ClosedSelect the link for the period to view or edit (e.g., Period 2 link).

    A portion of the Modular Budget form is shown displaying the links to all entered budget periods across the top

  2. Select the Edit button to edit the information.
  3. Update the budget information as necessary.
  4. To save the entered information, select the Save and Keep Lock button to keep the form open for further editing -or- select the Save and Release Lock button to close the form after saving.

NOTE: Selecting the Cancel and Release Lock button - followed by the Continue button on the confirmation - returns the form to read-only and does not save any of the entered information onto the form.

Deleting a Budget Period

With Edit Budget authority, an ASSIST user may remove entire budget periods from a component. To delete an entire budget period:

  1. ClosedSelect the link for the period being removed (e.g., Period 3 link)

    A portion of the Modular Budget form is shown displaying the links to all entered budget periods across the top

  2. Select the Edit button to enable editing.

  3. ClosedClick the Remove Budget Period button.

    Image of the Remove Budget Period button

    A confirmation window displays.

  4. Select the Continue button to confirm the deletion request.

    NOTE: Selecting the Go Back button returns the budget period form without deleting it.

    The Modular Budget tab information displays, with the link for the removed budget gone. This information is now deleted. The deleted budget period is also removed from the Cumulative Budget information.

  1. Select the Continue button to confirm the deletion request.

    NOTE: Selecting the Go Back button returns the budget period form without deleting it.

    The PHS Additional Indirect Costs tab information displays, with the link for the removed budget gone. This information is now deleted. The deleted budget period is also removed from the Cumulative Budget information.

    Removing the Entire Additional Indirect Costs Form

    The Modular Budget form is an optional form which can be removed if it is not needed for the application. With Edit Budget authority, an ASSIST user may remove the form from the application.

    To remove the form: 

    1. ClosedClick the Remove Form button while within the PHS Modular Budget form.

      Image of the Remove Form button

      A confirmation window displays.

    2. Select the Continue button to confirm the removal of the entire form. Select the Go Back button to return to the budget period form without removing it.

      IMPORTANT: Removing the form deletes the form and all its contents from the application. This action cannot be reversed.

Viewing the Cumulative Budget

ClosedTo view the cumulative budget of multiple budget periods, select the Cumulative link.

The Modular Budget Cumulative Link

ClosedThe PHS 398 Modular Budget - Cumulative Budget displays as read-only. If you need to make changes to the budget, make changes at the individual budget period level.

The PHS Modular Budget - Cumulative Budget