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Navigate: Advanced Budgeting II

Navigate: Advanced Budgeting II Pilot Course

Stay tuned for the next Navigate: Advanced Budgeting II course. 

The application process is closed.

Target Audience

The Navigate: Advanced Budgeting II pilot course is recommended for intermediate research administrators:

  • with two or more years of on-the-job experience 
  • who have been exposed to and regularly produce basic budgets for sponsored research proposals
  • are familiar with various appointment types typically used in sponsored project budgets, including faculty (U-year and 12-month), staff, and graduate students
  • are familiar with how to calculate common budget elements including indirect costs and modified total direct costs (MTDC)

Course Content

This course will be the second in a series of three that will move the learner through increasingly more advanced budgeting topics. It is designed to provide immersive complex budget development and preparation training to the learner engaged in research administration.

From class demonstrations and modeling, participants will apply budget techniques to build their own budgets including budget justifications, each with increasingly more complex elements and attributes. The learner will engage and participate in class walk-through demonstrations, discussion of budget-building and problem-solving strategies typical in the process of proposal submission, and then work through reinforcing budget-development homework assignments.

By the end of this course, the learner will have mastered the building of two moderately complex budgets and will keep the step-by-step documentation and Excel templates for use in developing similar budgets in their own positions. Budget attributes covered in this course include: 

  • Projects without a solicitation or guidelines,
  • Complex internally funded projects,
  • Internal cost share with PIs from multiple departments,
  • Department of Defense (DoD) budgets.

Schedule and Requirements

The Research Project Lifecycle

Attendees for this course will need to submit an application so that the course design team members can evaluate readiness for participating in class discussions, budget building exercises and homework. This course will be offered as three sessions, with at least a two-week break in between each session for completion of homework. Attendance is mandatory at all sessions since full completion of the course includes demonstration and homework. Completion of this course will require full submission of both budget homework assignments. The pilot course schedule is as follows:

Training Schedule
Location: Wolverine Tower 
Time: Varies

  • Day 1:  TBD
  • Day 2:  TBD
  • Day 3:  TBD


Students should have experience preparing general budgets for sponsored research in their current U-M positions, with two or more years of on-the-job experience. Alternatively, learners should have completed the Navigate: Fundamentals course, former RAIN modules, or equivalent coursework focused on budget preparation for sponsored research.

How to Apply

The application process is closed.

  • Submit a completed Course Application form.
  • There will be a limit of 15 participants.
  • Sessions will be held at Wolverine Tower.
Supervisor Requirements
  • Ensure the applicant/participant will be permitted time to attend all three instructor-led sessions.
  • Support the participant with tasks assigned in between sessions, including in-person meetings as necessary.
  • Participate in training evaluations.

Selected Participant Requirements

  • Attend all three instructor-led sessions.
  • Participants should bring a fully charged laptop each day.
  • Complete all assignments.
  • Participate in program evaluations.

Selection Process

  • Applications will be reviewed by the Navigate Training and Design Teams to ensure completeness.
  • The Navigate Training and Design Teams will review applications and select participants.
  • Applicants will receive a confirmation email to let them know whether they have been selected.
  • Up to 15 participants will be selected to attend the Navigate: Advanced Budgeting II (Pilot) course.

Course Resources / Materials

  • Canvas will be used to store documents (PowerPoint, job aids, handouts, templates), hold discussion board, post homework materials/assignments (when applicable).

Course Fee

  • There will be no cost to participate in this pilot course.



For questions on Navigate and other training initiatives, please contact the Training Team at