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A clearer financial
conversation.

See what is posted, what is committed, and what still needs a forecast.

Entries stay in this browser and are not uploaded. Closing the tab can remove them. Save a draft file to keep your work.

1. Set the review period

Use the authorized budget and cumulative costs for the same funded period.

For total costs, enter F&A as a row; it is not calculated automatically.

2. Account for the remaining costs

Use 0 for an amount confirmed to be zero; a blank is incomplete.

Posted actuals
Cumulative posted costs from the period start through the as-of date. Credits may be negative.
Open commitments
Outstanding costs not already in actuals, such as remaining purchase orders or payroll commitments.
Additional forecast
Expected costs through the projection end that are in neither actuals nor open commitments.
Category 1
Category 2
Category 3
Category 4

Up to 50 categories.

3. Record assumptions and next actions

Award financial review · USD

Your review will appear here

Set the dates and complete each category to see the projection.

Work through the example

A positive balance can hide an overrun.

The fictional project has $100,000 authorized, $40,000 posted and $25,000 committed. That leaves $35,000 before other expected costs. Another $40,000 in uncommitted work brings projected costs to $105,000: a $5,000 overrun.

Before changing spending, verify that the $40,000 excludes the existing commitments and check whether the scope, timing or funding assumptions need attention. The calculation identifies a question; it does not authorize a budget change.

Explore the budget-revision lesson preview →

Build the reasoning behind the review.

Prepare the award-setup brief, practice a subrecipient-invoice review, or work through MTDC and F&A.

Sources and scope · reviewed September 24, 2026

This original planning worksheet is informed by 2 CFR 200.302 financial-management concepts, Harvard’s reconciliation guidance and Duke’s post-award responsibilities. Institutional practices are examples; the sources do not prescribe this exact forecast or establish its compliance.