Worksheet Actions

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When viewing the worksheet for the main (parent) budget, or a sub budget, you will see a set of icons at the upper right of the sheet. They allow you to make adjustments to what you see on the worksheet, and to perform actions on the worksheet. The set of icons are shown in the following image, and are numbered left to right.

budget worksheet icons

The icons are:

  1. Full Screen Budget, and Close Full Screen Budget
  2. Show all sub-object budget lines, and Hide all sub-object budget lines
  3. Print Budget
  4. Export Budget to Excel
  5. Create a copy of this budget (does not display for subcontract sub budgets)
  6. Delete this budget (displays on parent worksheet only)

Display Full Screen

These icons allow you to choose how you view the worksheet within the browser window.

budget icons with the open and close fullscreen icons circled

The “magnifier with plus” icon (to the left) allows you to expand the worksheet to fill the whole browser window, allowing you to see more of the sheet details, rather than the SAGE and budget tabs.

The “magnifier  with minus” icon (to the right) returns you to the standard view.  When you’re in full screen mode, you can also use the Close Full Screen link in the upper-left corner of the screen.

Show All Sub-Object Budget Lines

You can use these icons to fully expand all of the line items in your budget.

budget icons with the expand and contact icons circled

The “plus” icon expands the worksheet, and displays the sub-object lines you have already entered and the Add buttons for each section.

The “minus” icon contracts the worksheet back to displaying just the object code summary lines.

Print the Budget

This icon displays a printable copy of your budget.

budget icons with print circled

A new browser window will appear with the budget data formatted for printing.

The output includes two different formats of the data: the first is line-by-line for all periods; the second is to help you complete the SR 424 (R&R) Detailed Budget used in Grants.gov submissions.

Export the Budget to Excel

This icon exports your budget as an Excel spreadsheet.

budget icons with export circled

You will be prompted to open Excel.

The output includes two different formats of the data: the first is line-by-line for all periods; the second is to help you complete the SR 424 (R&R) Detailed Budget used in Grants.gov submissions.

Note: only the values export, not the formulas.

Create a Copy of the Budget

This icon creates a copy of your budget. Everything from the original budget will copy except the budget history, any “notes” that you added and any connection to an eGC1.

budget icons with copy circled

When you click this icon, a dialog box, shown below, will open. It has a field for the New Budget Title, a Create Copy button, and a Cancel link.

budget copy dialog

By default, the new title will be the words “Copy of” followed by the title of the budget you are copying. For example, a copy of the budget named “Feline Health Insights” would be named “Copy of Feline Health Insights”. The new title will be highlighted, so if you want a different title, you can just start typing to replace the default text.

When you select the Create Copy button, the system will open a new tab/window and display the copy with its new title and number. The original budget will still be displayed in its tab/window.

When you copy a main (or parent) budget, the entire budget, including any sub budgets, is copied. When you make a copy of an Internal UW or Fabrication sub budget, the new budget becomes a main budget. You cannot copy a Subcontract type sub budget to a main budget.

If you want your copied sub budget to become a sub budget on a different main budget, open that main budget. Click the sub budgets tab, and then click the Import Existing Budget link, and import the copied sub budget. If you have copied a Fabrication sub budget, your new parent budget will not have any F&A data. You will need to provide F&A data before you can import it.

Note: The Preparer on the Access list for a copied budget will be the person who created the copy. If that person is someone other than the Preparer on the original, the original preparer will have assigned Read-Only access to the copy.

If you want to create a copy of an older version of your budget, click the History tab, click the Budget Edit Number for the version you want to copy, and then click the copy button. Everything from the original budget will copy except the budget history, the assigned access, any “notes” that you added, and the connection to the eGC1.

Delete the Budget

This icon allows you to delete your budget, if you are an owner (Budget Preparer, Contact, or Read/Write access).

budget icons with delete circled

Note: Only budgets that are not linked to eGC1s can be deleted. If your budget is linked to an eGC1, the delete icon will not display.

To complete the process, click OK in the confirmation pop-up window.

deletion confirmation dialog

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