Budget Tool – For use in drafting budgets onlyDO NOT SEND TO SPONSORS.

The purpose of the SPS Pre-Award Budget Tool is to enable principal investigators to develop their own draft budgets within certain criteria (if desired) or to receive a budget created by Pre-Award and be able to make adjustments on their own.  The budget developed using this tool is not intended to be sent to a sponsor without Pre-Award review and approval.

Accessing and Using the Budget Tool:  The tool may be downloaded from this page and edited within Microsoft Excel. Once an investigator starts to work with a Pre-Award Specialist on revising/validating a budget, it will be encouraged to use the Purdue Box application for sharing and editing the Budget Tool as opposed to downloading and emailing multiple versions.

Current Version (November 2022):  The current version of the Budget Tool is limited to a 36-month or less project period.  Specific criteria and limitations for use are identified in the below table.  Future versions are in development and will be released in the coming months

Budget Criteria


  • 36-month or less project period
  • Project start date is the 1st of a month
  • Must be for Organized Research at 57% F&A or Testing Agreements at 38% F&A or 0% F&A (subject to Pre-Award approval)
  • Can include a limited number of personnel:
    • 5 AY
    • 5 Calendar Year (FY)
    • 5 Grads (AY or FY)
    • 3 Undergraduate Rates (unlimited number at three distinct rates)
  • Cannot be used for NIH detailed budgets or NIH with salary cap
  • Cannot be used for USDA
  • Cannot include cost share
  • Cannot include more than 3 subawards
  • College of Science Graduate Students: This budget tool may not accommodate the AY/summer graduate student payroll actions for College of Science Schools.



Encounter an issue, want to provide feedback, or have a question?  Email proposalbudget@purdue.edu.

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