(Version 2) Change request - Make significant budget changes

If you need to make changes to either the budget, the payment plan, or both, you can request to do so by creating a Change request - Make significant budget changes.

1. To start a change request, please navigate to the Grant Holder Portal (found on the upper right corner).
2. Find the relevant grant under "My grants" window  and click the Change Request button. This will create a new activity allowing you to detail the nature of the request.
3. Start by selecting the change request type "Make significant budget changes" from the dropdown and then click the 'Save Draft' button

After creating the change request you can make revisions to the budget by following these steps:

1. If you want to see the current budget for the grant, you can do so by clicking on Current Budget.
2. To revise your budget, please click on Revise Budget. Each budget year will be divided into two sections, first displaying the current budget and thereafter the revised budget.
3. If you wish to add new subcategories, you can do so by clicking on the plus icon (+) under the Revised budget table.
4. Please fill-in the amount and provide a description in the Revised-columns. It is important that the budget total does not exceed the approved amount, otherwise you will be unable to submit the request.
5. Click Save when you have made your changes.

Additional notes

It is not possible to edit budget years that have already been reported. The reported value(s) will be used when calculating the total of the revised budget.

Revising the Payment Plan:

As part of the significant budget change request, you can also update the payment plan. 

To revise your payment plan:

1. Within the change request activity, click Revise Payment Plan at the very bottom.
2. Unpaid payments are marked in yellow on the Current Payment Plan overview and can be revised.
3. Under Revised Payment Plan, please add one line for each unpaid payment with the requested release date and amount.
4. After completing a new draft payment plan, ensure the Revised Payments Total and Previous Payments sums up to match the Payment Plan Total in the fields at the end of the page.
5. When you are finished with the revision, click Save and close the window. You can now submit the change request.When the change request is submitted it will be reviewed by a Grant Officer. You will be notified when the budget changes are approved and applied to the grant.