University of Washington

Creating Internal UW Sub Budgets

In this lesson, you'll learn how to create internal UW subbudgets, fabrication subbudgets, and subcontract subbudgets.

SAGE supports the following three types of sub budgets:

·       Internal UW Budgets

·       Fabrication Budgets

·       Subcontract Budgets

Each of them serves a different purpose but the process for creating them is almost identical:

1.    Click the parent budget’s Working Title on the My Budgets page.

2.    Click the Sub Budgets tab.

3.    Click the Add Sub Budget link.

4.    Enter a new Working Title for the sub budget.

5.    Select the appropriate Budget Type.

6.    Click Save.

The only difference in the process is found in step 5: selecting the appropriate sub budget type from the Budget Type dropdown menu on theAdd Sub Budget window.

List of Budget types.

WARNING  Once you have selected a sub budget type you cannot change it.

Even though the budgets are created using the same process, each of them interacts with the parent budget differently.

·       The Internal UW sub budget type is the same as a normal parent and it inherits all of the parent’s UW business rules, benefit rates, and F&A settings.

·       The Fabrication sub budget type rolls up to a single line on the parent under the (06) Equipment category.

·       The Subcontract sub budget type rolls up to a single line on the parent under the (03) Other Contractual Service category.

Subcontracts also differ from the other two types. Subcontracts support custom external F&A rates and external benefit rates.

Create an Internal UW Sub Budget

In this example, you’ll see how to add a sub budget, named NIH Grant Sub Budget to a parent budget named NIH Master Budget. You’ll also see how to toggle between them.

To create a sub budget

1.     On the My Budgets page, click the name of the master budget. In this case, click “NIH Master Budget.”

My Budgets NIH Master.bmp

SAGE displays the worksheet for “NIH Master Budget | B1235.”

NIH Master Worksheet

 2.     Next, click the Sub Budgets tab.

Sub Budget Add Sub Budget

3.    Click the Add Sub Budget link.

SAGE displays the Add Sub Budget detail window with a Working Title of New Sub Budget and a Budget Type of Internal UW Budget.

Add sub Budget Title and Type window

4.     Change the name of the working title to  “NIH Grant Sub Budget” and accept the default budget type.

Add Sub Budget window with new Working title

5.     Finally click the Save button.

SAGE returns to the NIH Master Budget page with the Sub Budgets tab selected, the sub budget list displayed, and the new sub budget added.

NIH Master sub budgets list with new budget added 

SAGE displays the Ref# -- B1327 -- that it assigned to the budget, the budget type, its working title and the origin of the sub budget: “Sub budget created as a direct child of B1325.”

To toggle between the sub budget and its parent,

1.     Click the Worksheet tab.

SAGE returns you to the “NIH Master Budget | 1325 worksheet.”

NIH Master Budget worksheet

2.     Click the Sub Budgets tab.

SAGE displays the list of sub budgets for the “NIH MASTER | B1325” master budget.

NIH Master Budget with Sub Budget list displayed

3.     Click the Ref# of the sub budget link you want. In this example, SAGE opens the “NIH Grant Sub Budget | 1327” worksheet.

NIH Grant Sub Budget  B1327

You will also find a list of the sub budgets at the bottom of the parent worksheet.

List of Sub Budgets

The Properties and F&A tabs also offer you important functionality. For Internal budgets, the F&A tab allows you to get split rates between different areas, for example, the On Campus vs the APL (Applied Physics Lab) rate. The Properties tab allows you to go into that budget and assign unique elements such as switching APL controls on or off.

Properties Tag



SAGE supports the following three types of sub budgets:

·       Internal UW Budgets

·       Fabrication Budgets

·       Subcontract Budgets

Each of them serves a different purpose but the process for creating them is almost identical:

1.    Click the parent budget’s Working Title on the My Budgets page.

2.    Click the Sub Budgets tab.

3.    Click the Add Sub Budget link.

4.    Enter a new Working Title for the sub budget.

5.    Select the appropriate Budget Type.

6.    Click Save.

The only difference in the process is found in step 5: selecting the appropriate sub budget type from the Budget Type dropdown menu on theAdd Sub Budget window.

List of Budget types.

WARNING  Once you have selected a sub budget type you cannot change it.

Even though the budgets are created using the same process, each of them interacts with the parent budget differently.

·       The Internal UW sub budget type is the same as a normal parent and it inherits all of the parent’s UW business rules, benefit rates, and F&A settings.

·       The Fabrication sub budget type rolls up to a single line on the parent under the (06) Equipment category.

·       The Subcontract sub budget type rolls up to a single line on the parent under the (03) Other Contractual Service category.

Subcontracts also differ from the other two types. Subcontracts support custom external F&A rates and external benefit rates.

Create an Internal UW Sub Budget

In this example, you’ll see how to add a sub budget, named NIH Grant Sub Budget to a parent budget named NIH Master Budget. You’ll also see how to toggle between them.

To create a sub budget

1.     On the My Budgets page, click the name of the master budget. In this case, click “NIH Master Budget.”

My Budgets NIH Master.bmp

SAGE displays the worksheet for “NIH Master Budget | B1235.”

NIH Master Worksheet

 2.     Next, click the Sub Budgets tab.

Sub Budget Add Sub Budget

3.    Click the Add Sub Budget link.

SAGE displays the Add Sub Budget detail window with a Working Title of New Sub Budget and a Budget Type of Internal UW Budget.

Add sub Budget Title and Type window

4.     Change the name of the working title to  “NIH Grant Sub Budget” and accept the default budget type.

Add Sub Budget window with new Working title

5.     Finally click the Save button.

SAGE returns to the NIH Master Budget page with the Sub Budgets tab selected, the sub budget list displayed, and the new sub budget added.

NIH Master sub budgets list with new budget added 

SAGE displays the Ref# -- B1327 -- that it assigned to the budget, the budget type, its working title and the origin of the sub budget: “Sub budget created as a direct child of B1325.”

To toggle between the sub budget and its parent,

1.     Click the Worksheet tab.

SAGE returns you to the “NIH Master Budget | 1325 worksheet.”

NIH Master Budget worksheet

2.     Click the Sub Budgets tab.

SAGE displays the list of sub budgets for the “NIH MASTER | B1325” master budget.

NIH Master Budget with Sub Budget list displayed

3.     Click the Ref# of the sub budget link you want. In this example, SAGE opens the “NIH Grant Sub Budget | 1327” worksheet.

NIH Grant Sub Budget  B1327

You will also find a list of the sub budgets at the bottom of the parent worksheet.

List of Sub Budgets

The Properties and F&A tabs also offer you important functionality. For Internal budgets, the F&A tab allows you to get split rates between different areas, for example, the On Campus vs the APL (Applied Physics Lab) rate. The Properties tab allows you to go into that budget and assign unique elements such as switching APL controls on or off.

Properties Tag



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