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FAQ

SAGE Budget: Creating, Editing

How do I use the preliminary benefit rates that will be in effect when my proposal is awarded?

SAGE Budget recognizes the approved benefit rates for the current fiscal year and the preliminary rates for the next fiscal year when they are available.

When creating your budget, you can choose to use

  • only current rates.
  • preliminary rates when available and current rates otherwise.

The system will use the appropriate rate based on the starting date of each period.

Once the preliminary rates are officially approved and available, you can easily update the benefit rates in your budget.

Review the Data & Calculations section of the Budget Settings user guide article.

How do I ensure the right salary and benefit rates are applied when a person changes positions during a project?

If a person will hold two different positions over the life of the project, you need to add the person twice to your budget.  Select the appropriate UW Sub-Object Code for each position. Be sure to adjust the % effort appropriately for each period. The correct benefit rate will automatically be applied according to each position’s Sub-Object Code.

Does SAGE Budget enforce salary caps?

You can set a salary cap in SAGE Budget. Review the Budget Settings user guide article.

Will SAGE Budget automatically add the clinical salary of personnel to my budget?

Yes. When you add a clinician to the Salaries and Benefit Costs section of your budget, both the UW Monthly Salary and Clinical Monthly Salary are included in the Monthly Base Salary.

How do I turn Targets & Limits on within my budget?

Review the Spending Targets section of the Budget Settings user guide article.

How do I add tuition to the budget for one of my graduate students?

SAGE will automatically add tuition lines when appropriate. Review the Linked Tuition Entries article for full details.

How do I use a different benefit rate for a subcontractor at a different institution?

Add a subaward type worksheet to your budget, using the Add Worksheet link in the left navigation menu.

You can then edit the benefit rate for any added personnel.

How do I budget for a subcontract in SAGE Budget and set the correct F&A rate?

Add a subaward type worksheet to your budget. Use the F&A section of the worksheet’s settings to enter the appropriate values.

Refer to your sponsor documentation to make sure you are applying F&A according to their specifications.

How do I create a custom F&A rate?
Will SAGE Budget accommodate split F&A rates for my budget?

You can apply two or more F&A rates to your budget by using subaward worksheets. Include all the items to which the standard F&A rate applies in your primary worksheet (main budget). Then create an Internal UW subaward worksheet for any part of your proposal that requires a different F&A rate. See the Sub Budgets Overview article in the user guide to get started.