University of Washington

Import Existing Budgets into a Master Budget

Summary: 

In this lesson, you'll learn how to import an existing budget into another budget.

On large projects you will probably find it helpful to develop several budgets and then nest them within a larger budget. In SAGES’s terminology your project will have one parent budget and several sub budgets.

Before You Begin

Before you start the import process, you should make sure that the number of periods and their duration are the same in the import budget and the parent budget.

For example, suppose that the period durations in the import budget are shorter than the period durations in the parent budget. The import budget uses 9 month periods and the parent budget uses 12 month periods.

A staff member budgeted at  50% effort over nine months will be scheduled to work 4.5 months but in the 12 month parent budget they will be scheduled for 6 months.

To import an existing budget

1.    Open the budget that will become the parent budget.

2.    Click the Sub Budgets tab.

Sub Budgets Tab

3.    Click the Import Existing Budget link.

SAGE opens the Look Up Budget for Import window.

Look Up Budget for Import window.

4.    Enter the Budget ID number in the Search for: textbox. In this case, we’ll use B1291.

5.    Click the Search button.

Search button

SAGE displays the results of the search.

6.    Click the Import link.

Budget Search Results

SAGE then asks you to select the period in the parent budget when the child budget will start.

Since P1 is selected in the example below, both budgets will start on the same day.

Set Period

7.    Click the Finish Import button then click the Continue? button if you want SAGE to make the changes or the Cancel link to make them yourself.

Continue or Cancel

When you click the Continue? button, SAGE returns to the Sub Budgets tab and indicates it has made a copy of B1291 and renumbered it B1296

New Budget Number

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