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Navigate: Advanced Budgeting II

Navigate: Advanced Budgeting II Course

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

The application process is now closed.

Advanced Budgeting II - Navigating Research Administration at the University of Michigan

Target Audience

The Navigate: Advanced Budgeting II 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 participant through increasingly more advanced budgeting topics. It is designed to provide immersive complex budget development and preparation training to the participant engaged in research administration.

Based on class demonstrations and modeling, participants will apply techniques to build their own budgets and justifications, each with increasingly more complex elements and attributes. The participant will engage 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, participants will master 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 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, homework, and review. 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, participants 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.
  • Bring a fully charged laptop computer to each day of class.
  • 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

The course fee is $150 per participant and includes:

  • Three full-day, instructor-led sessions.
  • Course materials
  • Refreshments will be served

Note: The fee is payable in advance using a shortcode.



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