Tag Archives: Connect

Once a budget is connected to an eCG1, what are the access rules for each item?

See the SAGE Budget and eGC1 Shared Access Data user guide article for details.

Any person with access to the eGC1 can view its connected budget, but users with access to the budget must be granted explicit permission to the eGC1 in order to view it.

A person’s ability to edit a connected budget is determined by the access they are granted to that budget. If a person with access to the eGC1 has not explicitly been assigned access to its connected budget, they will be able to open and review the budget from the eGC1, but they will not be able to edit it.

Anyone with access to the budget can verify their access to the eGC1 by looking on the History tab of the budget. At the bottom of the page, click the + sign to expand the pane for the Budget Period connected to the eGC1 you want to access, and then click View eGC1. If you do not see the View eGC1 link, it is because you do not have permission to view the connected eGC1.

Why is the budget period I’m trying to connect to my eGC1 unavailable?

See Connect Budget in the eGC1 Forms user guide for details.

There are three possible reasons why a budget period may not be available for connection:

  • It may already be connected to another eGC1. Each budget period can only be connected to one eGC1.
  • Budget periods must be connected to eGC1s in a linear fashion. You cannot connect a budget period to an eGC1 if any period following it has already been connected to an eGC1.
  • A previous budget period may already be connected to an eGC1, and that eGC1 may not yet have been approved by OSP. You must wait until OSP has approved the connected eGC1 before you can connect a subsequent budget period to a new eGC1.
How do I connect a budget I created in SAGE with my eGC1?

See Connect Budget in the eGC1 Forms user guide for details.

All the data from your budget worksheet and from any sub-budget worksheets will be imported to your eGC1 for the budget period you selected and will automatically overwrite any information you entered on the eGC1 Budget page. By default, the totals for your budget will also be included.

  1. On the eGC1’s Budget page, click Connect a Budget, enter the ID or Ref # for your budget, and then click Search.
  2. From the search results, Select the budget you want.
  3. Select the period of the budget you want to connect with your eGC1. Note: You can only connect one budget period with an eGC1.
  4. Click Apply to eGC1.

April 2012 SAGE Release

New Features

  • Budget and eGC1 Preparers, formerly known as Creators, may be updated by anyone with Read/Write access. This allows you control who gets notifications for an eGC1.
  • Users can enter or update access information once, and it will display on the centralized access page shared by both an eGC1 and its connected SAGE Budget.
  • Users with global edit access for an eGC1 will also have read/write access to the connected budget.

Fixes

  • A validation message will be displayed if a user attempts to add a person a second time on the eGC1 PI and Personnel page.
  • All new approval snapshots will be in PDF format; the HTML option has been removed.
  • Personnel from older eGC1s who showed up as duplicate owners will now be displayed once.