How to Add the Planned Budget to the Funding Section of a Research Project

Adding the planned budget to a research project supports cost transparency and ensures that all relevant costs are accurately tracked. 

>>> This article is for Researchers and Insights Experts.

This article is about actively managed research projects and studies.

FYI - You might know Research Projects by another name - check out our glossary to find out!

To add the planned budget to a research project: 

  1. Navigate to the project where you want to add the planned budget 
  2. Move to the Brief tab 
  3. Scroll to the “Funding” section 
  4. Click on the Plus Sign Icon in the top right corner of the section 

A new screen will pop up where you can enter key budget information. 

  1. Select the funding year 
  2. Choose a funding source 
  3. Select the currency 
  4. Type in the total funding amount 
  5. Click the “Done” button in the top right corner of the window 

The financials will be added to the project. 

Insider Tips: 

  • Only Team Leads can add project funding 
  • Funding can only be added to projects that are actively managed in the platform 


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