Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2025-05-16
Create Spend Restrictions

Create Spend Restrictions

Security:
  • Set Up: Fund
     domain in the Common Financial Management functional area.
  • Set Up: Fund Accounting
     domain in the Common Financial Management functional area.
  • Set Up: Grants
     domain in the Grants Management functional area.
  • Set Up: Funding Sources
     domain in the Financial Accounting functional area.
  • Set Up: Spend Restrictions
     domain in the Financial Accounting functional area.
You can create spend restrictions to specify expenditure categories you want to fund by sources or grants.
You can restrict spending by
Spend Category and Pay Component Group
 or
Object Class
. You can only apply spend restrictions that are restricted by pay component groups to projects with multiple funding sources, not to grants.
  1. Access the
    Create Spend Restriction
     task.
  2. As you complete the task, consider:
    Option Description
    Entry Type
    Select
    Allowable Costs
     to avoid specifying a large number of spend categories that you don’t want to fund.
    Select
    Unallowable Costs
     to avoid specifying a large number of spend categories that you want to fund.
    Restricted By
    To restrict spending for expenditures or payroll, select
    Spend Category and Pay Component Group
    .
    To restrict spending only for grants, select
    Object Class
    .
    Restrictions
    If restricting by
    Spend Category and Pay Component
    , you must select at least 1 restriction.
    If restricting by
    Object Class
    , you must select at least 1 of the
    Object Classes
    .
  1. (Optional) Access the
    View Spend Restriction
     report to review the parameters of a spend restriction.
  2. (Optional) Access the
    Award Spend Restriction Audit Report
     to verify that transactions are applied accurately for grants.