Budget Export to Excel

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You can export your budget data to Excel, so that you can easily share the information with colleagues. This article covers how to create an export, and then describes the three export options you can choose. Each option includes a tab for each period’s values and one for all period totals. The exported file is editable, and contains just labels and values. It doesn’t contain formulas.

On this page:

Create an Export

On the budget header, click on the “‘more options” menu icon at the far right (three blue vertical dots). Select Export Budget to Excel. A dialog will display with a list of choices, as shown in the following image.

export budget to Excel dialog

You can choose any one item. The choices are in the following order:

  • Budget Summary – selected by default
  • R&R Detailed Budget Format – matches the NIH R&R Detailed Budget form layout
  • The next item is the title of the primary worksheet
  • The remaining items, if any, are the titles of each additional worksheet in your budget

Select the item you want and click “Export” to generate the report as an Excel file (extension .xlsx). Depending on your settings, you may need to “enable editing” once you have opened the downloaded file.

To close the dialog without creating an export, select Cancel or the blue X in the upper-right corner, or click outside of the dialog.

Budget Summary (All Worksheets)

This Excel file has multiple tabs. The first one is the Budget Summary All Periods. Additional tabs show the details for each of the budget’s periods. These are labeled with the default value of Period 1, Period 2, and so forth. Click this link Summary Export Example  to download an example Excel spreadsheet.

Header

This section of the spreadsheet includes the following information, and is shown on every tab.

  • Budget Title and Number
  • Run Date – when the data was exported
  • The report title – either Summary by Period or the period description
  • Primary Org Receiving Funding – organization name and code
  • Principal Investigator – first and last name
  • Project Dates – budget start and end dates
  • Sponsor Salary Cap – the amount of the cap or “none”
  • Salary Cap note – the text of the optional note, if any

Budget Summary All Periods

The All Periods tab displays the totals for the budget by period. The period column headings include the start and end dates, and the period descriptions. For the row entries, the period columns display the total dollar amounts.

The Direct Costs section includes a row for Salaries and a row for Benefits, followed by the Total Personnel row. The following rows include values for each of the Other Cost object codes, followed by the Total Other Direct Costs row. Note: Every object code is listed, even if there is no expenditure for that code in the budget. The last row in this section is Total Direct Costs.

The Amount Subject to F&A section includes one row for the primary worksheet, and a row for each internal UW or subaward worksheet. The row label in the first column for the primary and internal worksheets includes the Base Type and the Activity Location. The label for a subaward is its worksheet title. The last row in this section is the Total Amount Subject to F&A.

The Facilities & Administrative (F&A) section includes corresponding rows for the primary worksheet, and any internal UW or subaward worksheets. The second column displays the F&A Rate for period 1, for each worksheet, as a reference point. The last row in this section is the Total Facilities & Administrative (F&A) Costs.

Budget Summary Specific Period

For a period, more detail is shown in the sections.  For Personnel, there is a row for each person, with the following data.

  • Name
  • Project Role
  • Starting Monthly Base
  • Inflation Rate
  • Adjusted Annual Base Salary
  • Effort Months
  • Effort Pct
  • Person Months
  • Period Salary
  • Benefit Rate
  • Benefit Amount
  • Total Salary + Benefits
  • Line Item Notes

Following the list of personnel are rows for Total Salary, Total Benefits, and Total Salary + Benefits.

Note: personnel on Internal UW worksheets are also listed in this section. Those on fabrication or subaward worksheets are part of the totals for 06 Equipment or 03 Other Contractual Services.

For Other Direct Costs, every object code is listed, even if there is no expenditure for that code in the worksheet. For example, 04 Travel. Following each object code are rows for each cost on the budget, with the sub-object code and the following values.

  • Unit Cost
  • Inflation Rate
  • Adjusted Unit Cost
  • Qty (for Quantity)
  • Aggregate Unit Cost
  • Period Costs
  • Line Item Notes

Costs from Internal UW worksheets are displayed in the corresponding object code areas. Values from Subaward sub-budgets are shown as a single row, under 03 Other Contractual Services, labeled with the sub-budget title. Values from Fabrication sub-budgets are shown as a single row, under 06 Equipment, labeled with the sub-budget title.

Following the list of costs are rows for Total Other Direct Costs, and Total Costs.

The Facilities & Administration (F&A) section, like the summary, includes one row for the primary worksheet, and a row for each Internal UW or subaward worksheet. The row label, in the first column, for the primary and internal worksheets includes the Base Type and the Activity Location. The label for a subaward is its worksheet title. The values displayed in this section are:

  • F&A Rate
  • Amt Subject to F&A
  • Period Costs

The last row in this section is the Total Facilities & Administration Costs.

The final row for a period tab is Total Period Costs.

R&R Detailed Budget Format

This Excel file has multiple tabs. The first tabs show the details for each of the budget’s periods. These are labeled as Period 1, Period 2, and so forth. The last tab is the Cumulative Rollup. Click this link SF424 RR Detailed Budget Format Example to download an example Excel spreadsheet.

Header

This section of the sheet appears, with a few variations, on every tab. On the left-hand side is the following information:

  • The type of export: SF 424 (R&R) Detailed Budget Format
  • Budget Title and Number followed by the word “Report”
  • Either the period description followed by the word “Details” or “Cumulative Budget (All Periods)”
  • Primary Org Receiving Funding – organization name and code
  • Principal Investigator – first and last name
  • Project Dates – budget start and end dates
  • Sponsor Salary Cap – the amount of the cap or “none”
  • Salary Cap note – the text of the optional note, if any

On the right, is this information:

  • Run Date – the date you created this export
  • For the period tabs:
    • Period Start Date
    • Period End Date
    • Months in Period
    • eGC1 number, if this budget is linked to one
  • A link to the SAGE User Guide article Budget Mapping Default Object Code Table explaining how the object codes map to the Detailed Budget form

Budget Specific Period

For the period tabs, there are details for each of the sections on the R&R Detailed Budget form.

A. Senior/Key Personnel

In this section, there is a row for each person, with the following data.

  • Prefix
  • First Name
  • Last Name
  • Suffix
  • Title
  • Project Role
  • Base Annual Salary ($)
  • Cal. Months
  • Acad. Months
  • Sum. Months
  • Requested Salary ($)
  • Fringe Benefits ($)
  • Funds Requested ($)

Following the list of personnel is a row displaying Total Senior/Key Personnel Funds Requested.

B. Other Personnel

This section includes a row for each Project Role. No prefix, first name, last name, suffix, or title values display. In the column to the right of Project Role is the Number of Personnel. The remaining columns are the same as for A. Senior/Key Personnel.

The last row in this section displays Total Other Personnel Funds Requested.

Following that is the overall personnel total row: Total Salary, Wages, and Fringe Benefits (A+B).

C. Equipment

This section includes a row for each equipment cost from the primary worksheet and any internal worksheets.  The item description is its object/sub-object code number and the sub-object code description, followed by any user entered description.

If the budget contains any fabrication worksheets, each will display on its own row with its title and total costs.

The last row in this section displays Total Equipment Costs.

D. Travel

This section includes two rows: 1. Domestic Travel Costs and 2. Foreign Travel Costs.

The last row in this section displays Total Travel Costs.

E. Participating/Trainee Support Costs

Note: SAGE Budget does not have indicators for participant support costs. You may need to move items from other categories and manually recalculate.

The rows in this section are:

  • 1. Tuition/Fees/Health Insurance
  • 2. Stipends
  • 3. Travel
  • 4. Subsistence
  • 5. Other

The last row in this section is labeled Total Participating/Trainee Support Costs.

F. Other Direct Costs

This section includes the following defined rows:

  • 1. Materials and Supplies
  • 2. Publication Costs
  • 3. Consultant Services
  • 4. ADP/Computer Services
  • 5. Subawards/Consortium/Contractual Costs
  • 6. Equipment or Facility Rental/User Fees
  • 7. Alterations and Renovations

Refer to the SAGE User Guide article Budget Mapping Default Object Code Table for details on which costs map to these rows.

Any SAGE Budget sub-object codes not included in each Grants.gov defined category will be listed in a separate row below F.7. You may need to move items and manually recalculate.

The additional rows will include the object/sub-object code number and the sub-object code description, followed by any user entered description.

The last row in this section displays Total Other Direct Costs.

G. Direct Costs

The one row in this section displays Total Direct Costs (A thru F).

H. Indirect Costs (F&A)

This section includes a row for an indirect cost rate used in your budget.

The columns for this section are:

  • Indirect Cost Type – displays the Base Type and Activity Location
  • Indirect Cost Rate % – the F&A rate for this period
  • Indirect Cost Base Amount $ – the amount subject to F&A
  • Indirect Funds Requested – the F&A amount, which equals Indirect Cost Rate * Indirect Cost Base Amount

The last row in this section displays Total Indirect Costs.

I. Total Direct and Indirect Costs

The one row in this section displays Total Direct and Indirect Costs.

J. Fee

The one row in this section displays Total Fee.

K. Total Costs and Fee

The one row in this section displays Total Costs and Fee (I+J).

Budget Cumulative Rollup

For the cumulative rollup, the section information is primarily high-level totals.

There are three columns: Description, an untitled column for sub-totals, and a column for Totals $.

The following rows display:

  • Section A, Senior/Key Personnel total
  • Section B, Other Personnel total
    • sub-total row for Total Number Other Personnel
  • Total Salary, Wages, and Fringe Benefits (A+B).
  • Section C, Equipment total
  • Section D, Travel total
    • Sub-total rows for Domestic and for Foreign
  • Section E, Participating/Trainee Support Costs total
    • Sub-total rows for each of the sub-categories, and Number of Participants/Trainees
  • Section F, Other Direct Costs total
    • Sub-total rows for each of the sub-categories, and up to 3 “Other” entries
  • Section G, Direct Costs (A thru F) total
  • Section H, Indirect Costs total
  • Section I, Total Direct and Indirect Costs (G+ H) total
  • Section J, Fee total
  • Section K, Total Costs and Fee (I + J) total

Individual Worksheet: primary or added

This Excel file has multiple tabs. The first one is the All Periods Summary. Additional tabs show the details for each of the budget’s periods. These are labeled as Period 1, Period 2, and so forth. Click this link Primary Worksheet Export Example to download an example Excel spreadsheet.

Header

This section of the sheet includes the following information, and is shown on every tab.

  • Worksheet Title and Number
  • Run Date – when the data was exported (on the far right)
  • The report title – either Summary by Period or the period description followed by the word “Detail”
  • Fiscally Responsible Organization – organization name and code
  • Project Title – the title of the budget
  • Principal Investigator – first and last name
  • Project Dates – budget start and end dates
  • Primary Org Receiving Funding
  • Sponsor Salary Cap – the amount of the cap or “none”
  • Salary Cap note – the text of the optional note, if any

Worksheet All Periods Summary

The All Periods Summary tab displays the totals for the worksheet, by period. The period column headings include the start and end dates, and the period descriptions. For the row entries, the period columns display the total dollar amounts.

The Direct Costs section includes a row for Salaries and a row for Benefits, followed by the Total Personnel row. The following rows include values for each of the Other Cost object codes, followed by the Total Other Direct Costs row. Note: Every object code is listed, even if there is no expenditure for that code in the worksheet. The last row in this section is Total Direct Costs.

The next row gives the totals for the Amount Subject to F&A.

The Facilities & Administrative (F&A) section has a row for the F&A Rate for each period. The next row displays the Base Type and Location, with the dollar amount of calculated F&A for each period.

The last row in this section is the Total Facilities & Administrative (F&A) Costs.

Worksheet Specific Period

For the period, more detail is shown in the sections.  For Personnel Costs, there is a section for 01 Salaries, with a row for each person, with the following data.

  • Name
  • Project Role
  • Starting Monthly Base
  • Inflation Rate
  • Adjusted Annual Base Salary
  • Effort Months
  • Effort Pct
  • Person Months
  • Period Salary
  • Benefit Rate
  • Benefit Amount
  • Total Salary + Benefits
  • Line Item Notes

Following the list of personnel is a row for Total Salary

The 07 Benefits section has rows for Total Benefits and Total Salary + Benefits.

For Other Direct Costs, there is always a row for each object code with its number and description. For example, 04 Travel. Following each object code are rows for each cost on the budget, with the sub-object code and the following values.

  • Unit Cost
  • Inflation Rate
  • Adjusted Unit Cost
  • Qty (for Quantity)
  • Aggregate Unit Cost
  • Period Costs
  • Line Item Notes

Costs are displayed in the corresponding object code areas, in order by sub-object code and user-entered description.

Following the list of costs are rows for Total Other Direct Costs, and Total Direct Costs.

The Facilities & Administration (F&A) section, like the summary, includes the Base Type and the Activity Location. The values displayed in this section are:

  • F&A Rate
  • Amt Subject to F&A
  • Period Costs

The last row in this section is the Total Facilities and Administration Costs.

The final row for a period tab is Total Period Costs.

Example Export Files

Select a link to download an example Excel spreadsheet.

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