1. Denote fields
2. Self calculate would be very nice
3. Share between application and followup only necessary if there is a budget to actual fill-in capability.

This would also be helpful in the SLM world as some our scholarships require students to complete "College Budget Form" that include sections for the total education costs and sources of funding which then calculates their remaining need. We only use this for the scholarships that require interviews as our committees need to see a a detailed breakdown of this information.

1) Yes
2) Ideally, but if we can download the report in excel that world work too.
3) Would be nice, but not an absolute need.

Sammie, it would be helpful to report on every cell within the budget. Ideally, the budget would self calculate and be shared from application to follow up form. So excited you all are looking at this!

I agree with Amanda's comments especially transfer to the follow up as a reference column.

1) No you wouldn't need to report every cell within a budget (It would be nice, but not necessary). Certain fields would primarily be the sum totals (In-kind contributions, Cash Partners, Total Ask, Match calculations etc...)
2) Yes, self calculate would assist in human error :)
3) Yes, being able to share the budget from application to follow up form to reduce duplication efforts - or at the very least having it transfer for reference column in a new budget sheet for them to fill out an updated budget

I agree the budget is very important and it is important to incorporate the final budget not the draft or LOI budget if there are different versions of budget submitted during the LOI/application process periods.

I agree too, this would be very helpful

I strongly agree!

YES, please. This would be very helpful!!

I developed a budget template in Excel and put a link to it in my Budget question so applicants can upload it. It's not perfect - I'd prefer a better integrated solution - but it works in the short run to ensure all of our applicants' budgets have a similar framework. I've used this solution now for about five or six years.

I need this. We ask them to do math to calculate percentages, and I have to check every one of them. For example, we ask for Liability % of Net Assets and I have to have this instruction: "Divide 'Total Liabilities' field by the 'Net Assets End of Year' field. Enter as a percentage without percentage symbol. Please double check your math."

We require a budget template for all of our processes and would really benefit from this. Sometimes there are user issues with internet platforms or lack of knowledge and the uploads are wrong.

This would be an extremely useful addition for us, too.

We didn't like having to have a budget form either. We have solved this by inserting these questions (which is basic, but works for us)
What are your anticipated expenses for this project?
What is your anticipated income for this project?
(We expect these 2 numbers to match)
Then we offer a section under each question for descriptions of expenses and income.

It would be great if we could take two number fields or two currency fields and have them interact. For example, if an applicant says they want $10,000 in a request field and they will serve 100 people in a different field it would be nice to have a third field that would divide $10,000 by 100 and produce a cost per person calculation.

Budget is what I would use it for. My budget worksheet consists of 13 columns and 54 rows. It would be nice to be able to access the budget worksheet in the reports so the grantees can report of actuals.

Budgets would be our main purpose, however, I could see myself using it for other purposes.

Our current budget table is 3 - 6 columns with roughly 10 - 15 rows.

For reporting I would need to export all the fields associated with the table, i.e. A1, A2, A3 or D3, D4, D5, with the subtotal of each column and then a combined total.

Thanks for considering.

I feel that a feature like this would be useful for budgets (as previously stated by others) but also for establishing goals for outcome indicators.

1) Some of the grants we run are funded over 3+ years, so in the application phase we ask for each year of goals. In our prior applications, through a generic form builder, we were able to have the form auto-calculate and display the total for each goal for the life of the grant. Since these are the numbers the agencies will report against each year, they'd need to be able to be pulled into followups (progress reports) and the reporting function individually to measure projected vs. actual.

2) This might be a "prepare for the worst, hope for the best" answer, but I'd be inclined to think it'd be very rare to need a table over something like 10x50 and if you build it to support that, everything else would fit. That being said, looking back at our previous forms, I think the largest spread we had on a form was six non-totaling columns wide (http://prntscr.com/kfa89d).

Budgets would be our main use for this. Typically, we would want a table with 3-5 columns and 10-15 rows.