Tag Archives: Update Periods

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Line Setup

The setup window for Tuition and Fees is used to add a new line item to your budget. Enter an appropriate description for the tuition and fees. The specific sub-object code for Tuition and Fees (08-05) automatically pre-populates for you.

For more information about sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS).

The Cascade Entries checkbox will be checked if you chose “Cascade entries on non-salary items” on the Properties tab. If not, you can choose to use it for this specific line item.

You can use the optional Note field to add any relevant information for this entry.

Update Periods

When you have finished the setup, click the Update Periods button.

The Quarterly Tuition Rate and Number of Quarters fields default to the value of zero (0). The Increase % field will display the Tuition Inflation Rate as set in the Global Attributes section of the Properties page. You can adjust it as needed.

Values entered in the setup step for the Description and UW Sub-Object Code display here for reference.

The name of the period and its date range will display on the menu bar so you can easily tell which period you’re working on.

You will need to enter values for these fields for each period:

  • Quarterly Tuition Rate is the dollar amount for this period.
  • Number of Quarters is the number of quarters for this period.

The Total Tuition will recalculate when you click the Save icon.

  • Total Tuition = Quarterly Tuition Rate times Increase % times Number of Quarters

At this point you do either one of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet.
  • Select Line Setup link to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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This line item is used for expenditures related to the Applied Physics Lab (APL).

Line Setup

Clicking the (19) APL link and then the Add APL button will open the setup modal.

The Setup modal displays with the Description and UW Sub-Object Code fields populated with default values.

Enter a description for this line item and then select the appropriate UW Sub-Object code from the drop down menu.

You can use the optional Note field to add any relevant information for this entry.

Select Update Periods to display the item entry modal.

Note: if you selected the Budget includes Applied Physics Lab (APL) checkbox in the Global Attributes section of the Properties page (step 1 of the budget creation wizard), then a line item for (19-10) Prorated Direct Costs will also display under this summary line. The information is read-only.

Update Periods

This item-entry screen appears for (19-00) New APL items created by clicking the Add APL button and for the (19-10) Prorated Direct Costs line.

The Prorated Direct Costs line item (19-10) appears on your budget worksheet if you checked the box for Budget includes Applied Physics Lab (APL) in the Advanced Settings section of the Properties page. The current PDR rate will display when you check its box. The value for each period on the worksheet is equal to the PDC rate multiplied by the total amount for Salaries and Wages less any amount for Sea Pay. These values are read-only.

Values entered in the setup step for the Description and UW Sub-Object Code are displayed here for reference.

The name of the period and its date range will display at the top of the period column.

For 19-00 (Dept. Admin. Overhead) and 19-20 (Accrued VAC/SL) lines, enter the total amount for each period.

Note: the (19-40) Department Fixed Fee line will appear as the last line item of your budget if you checked the box for Budget includes Fixed Fee in the Global Attributes section of the Properties page. The default rate (currently 5.7%) is used to determine the Fixed Fee Value (FFV), which is equal to the Fixed Fee Rate (FFR) multiplied by the sum of the Facilities and Administrative Costs (F&A) and the Total Direct Costs (TDC).

FFV = FFR * (F&A + TDC)

The FFV is then added to the sum of the TDC and F&A to calculate the Total Project Cost (TPC).

TPC = FFV + F&A + TDC

At this point you can do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet
  • Select Line Setup to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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Line Setup

The setup window for Stipends is used to add a new budget line item. Enter an appropriate description for the stipend.

Note: Stipends are not associated with a specific student.

The specific sub-object code for Stipends (08-02) automatically prepopulates for you.

Use the optional Note field to add any relevant information.

For more information about sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS).

Note: If you enabled Targets & Limits and are establishing Student Aid as an Auto-Adjusting line, you will see additional fields on its page in place of the Cascade Entries box.

  • Period Minimum defines the minimum allowable sum for this budget line item.
  • Period Maximum defines the maximum allowable sum for this budget line item.
  • Priority defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.

Update Periods

When you have finished the setup, selecting Update Periods will display the Update Periods modal.

The # of Stipends and Stipend Amount Rate fields default to the value of zero (0). The General Inflation Rate (%) field will display the General Inflation Rate as set in the Global Attributes section of the Properties page. You can adjust it as needed.

The name of the period and its date range will display at the top of the period column.

Values entered in the setup step for the Description and UW Sub-Object Code display here for reference.

You will need to enter values for these fields for each period:

  • # of Stipends is the number for this period.
  • Stipend Amount is the dollar amount for this period.

The Period Subtotal and Total will recalculate when you click the Save button or the Next Period button.

  • Period Subtotal = Number of Stipends times Stipend Amount
  • Total = Period Subtotal plus (General Inflation Rate (%) times Period Subtotal)

At this point you do either one of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet.
  • Select Line Setup link to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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This line item is used for any expense not covered by the other codes in the budget.

Line Setup

Use the setup window for Unallocated Funds to add a new line item for unallocated budget. Enter a description for the default sub-object code 38-00.

Note: If you enabled Targets & Limits and are establishing Unallocated Funds as an Auto-Adjusting line, you will see additional fields.

  • Period Minimum: Defines the minimum allowable sum for this budget line item.
  • Period Maximum: Defines the maximum allowable sum for this budget line item.
  • Priority: Defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.

Update Periods

When you have finished the setup, selecting Update Period will display the Update Periods modal. The Amount field is defaults to the value of zero (0).

The value entered in the setup step for the Description is displayed here for reference.

The name of the period and its date range will display at the top of the period column.

Enter the amount for this line item for the appropriate period(s). The totals will recalculate when you click the Save icon.

At this point you do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet.
  • Select Line Setup link to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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This line item is used for costs for the design and construction of buildings. These expenses include land acquisition, design, project management, and site work. They also include art work, fixed equipment, and furnishings.

Line Setup

Clicking the (10) Capital Projects link and then the Add Capital Project button will open the setup modal.

The setup modal displays with the Description and UW Sub-Object Code populated with default values.

The Cascade Entries checkbox will be checked if you chose “Cascade entries on non-salary items” on the Properties tab. If not, you can choose to use it for this specific line item.

Enter a Description for the project, and then select an appropriate Sub-Object Code from the drop-down menu.

You can use the optional Note field to add any relevant information for this entry.

For a complete list of UW Sub-Object Codes while in SAGE, click the F&A tab on the worksheet then click the Show read-only F&A object codes link at the bottom of the page. For guidance on sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS).

Note: If you enabled Targets & Limits and are establishing Travel as an Auto-Adjusting line, you will see additional fields in place of the Cascade Entries box.

  • Period Minimum defines the minimum allowable sum for this budget line item.
  • Period Maximum defines the maximum allowable sum for this budget line item.
  • Priority defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.

Update Periods

When you have finished the setup, selecting Update Periods will display the Update Periods modal. The Quantity and Price fields default to the value of zero (0).

The name of the period and its date range will display at the top of the period column.

Values entered in the setup step for the Description and UW Sub-Object Code are displayed here for reference.

Enter your quantity and price information for the appropriate period(s). For example, 4 items at $1,500 each. The totals will recalculate when you click the Save icon.

At this point you can do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet
  • Select Line Setup to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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This line item is used for consultant travel, freight charges, or membership dues.

Line Setup

To add research subject reimbursement or technical research services, use the (02) Service Contracts line.
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Clicking the (03) Other Contractual Services link and then the Add Other Contractual Services button will open the setup modal.

The Setup modal displays with the Description and UW Sub-Object fields populated with default values.

The Cascade Entries checkbox will be checked if you chose “Cascade entries on non-salary items” on the Properties tab. If not, you can choose to use it for this specific line item.

Enter a description of the service to be provided and select the appropriate sub-object code. For guidance on sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS).

Note: If you enabled Targets & Limits and established Other  Contractual Services as an Auto-Adjusting line, you will see additional fields on its page in place of the Cascade Entries box.

  • Period Minimum: Defines the minimum allowable sum for this budget line item.
  • Period Maximum: Defines the maximum allowable sum for this budget line item.
  • Priority: Defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.

Update Periods

When you have finished the setup, selecting Update Periods will display the Update Periods modal.

Values entered in the setup step for Description and UW Sub-Object Code are displayed here for reference.

The name of the period and its date range will display at the top of the period column.

The Quantity and Price fields default to the value of zero (0).

Enter your quantity and price information for this line item for the appropriate period(s). For example, 40 items at $35 each. The totals will recalculate when you click the Save icon.

At this point you can do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet.
  • Select Line Setup link to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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This line item is used for research subject reimbursement or technical research services.

Line Setup

To add consultant travel, freight charges, or membership dues, use the (03) Other Contractual Service line.

Clicking the (02) Service Contracts link and then the Add Service Contract button will open the setup modal.

The Setup modal displays with the Description and UW Sub-Object Code fields populated with default values.

The Cascade Entries checkbox will be checked if you chose “Cascade entries on non-salary items” on the Properties tab. If not, you can choose to use it for this specific line item.

Enter a description of the service to be provided and select the appropriate sub-object code. For guidance on sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS).

Note: If you enabled Targets & Limits and established Service Contracts as an Auto-Adjusting line, you will see  additional fields on this page.

  • Period Minimum: Defines the minimum allowable sum for this budget line item.
  • Period Maximum: Defines the maximum allowable sum for this budget line item.
  • Priority: Defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.

Update Periods

When you have finished the setup, selecting Update Periods will display the Update Period modal.

Values entered in the setup step for the Description, and UW Sub-Object Code display here for reference.

The name of the period and its date range will display at the top of the period column.

The Quantity and Price fields default to the value of zero (0).

Enter your quantity and price information for this line item for the appropriate period(s). For example, 2 contracts at $1,500 each. The totals will recalculate when you click the Save icon.

At this point you can do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet.
  • Select Line Setup to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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This line item is used for computing equipment, library materials such as books, software, and serials subscriptions.

Line Setup

Clicking the (06) Equipment link and then the Add Equipment button will open the setup modal.

The Setup modal displays with the Description and UW Sub-Object Code fields populated with default values.

The Cascade Entries checkbox will be checked if you chose “Cascade entries on non-salary items” on the Properties tab. If not, you can choose to use it for this specific line item.

Enter a Description for the equipment you plan to purchase, and then select an appropriate Sub-Object Code from the drop-down menu.

You can use the optional Note field to add any relevant information for this entry.

For guidance on sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS)

Note: If you enabled Targets & Limits and are establishing Equipment as an Auto-Adjusting line, you will see additional fields in place of the Cascade Entries box.

  • Period Minimum defines the minimum allowable sum for this budget line item.
  • Period Maximum defines the maximum allowable sum for this budget line item.
  • Priority defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.

Update Periods

When you have finished the setup, selecting Update Periods button will display the Update Periods modal. The Quantity and Price fields default to the value of zero (0).

Values entered in the setup step for the Description and UW Sub-Object Code are displayed here for reference.

The name of the period and its date range will display at the top of the period column..

Enter your quantity and price information for this line item for the appropriate period(s). For example, 5 items at $1,500 each.  The Period Subtotal and Total will recalculate when you click the Save icon.

At this point you can do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet
  • Select Line Setup to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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This line item is used for supplies and materials, such as book, chemicals, office supplies, and non-capitalized equipment.

Line Setup

The setup window for Supplies and Materials is used to add a new budget line item.

Clicking the (05) Supplies and Materials link and then the Add Supply or Material button will open the setup modal.

The Setup modal displays with the Description and UW Sub-Object Code fields populated with default values.

The Cascade Entries checkbox will be checked if you chose “Cascade entries on non-salary items” on the Properties tab. If not, you can choose to use it for this specific line item.

Enter a Description for the supplies you plan to purchase, and then select an appropriate Sub-Object Code from the drop-down menu.

You can use the optional Note field to add any relevant information for this entry

For guidance on sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS)

Note: If you enabled Targets & Limits and are establishing Supplies and Materials as an Auto-Adjusting line, you will see additional fields in place of the Cascade Entries box.

  • Period Minimum defines the minimum allowable sum for this budget line item.
  • Period Maximum defines the maximum allowable sum for this budget line item.
  • Priority defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.

Update Periods

When you have finished the setup, selecting Update Periods will display the Update Period modal. The Quantity and Price fields default to the value of zero (0).

The name of the period and its date range will display at the top of the period column.

Values entered in the setup step for the Description and UW Sub-Object Code are displayed here for reference.

Enter your quantity and price information for this line item for the appropriate period(s). For example, 100 books at $90 each. The Period Subtotal and Total will recalculate when you click the Save icon.

At this point you can do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet.
  • Select Line Setup to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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This line item is used for air fare, car rental, in- and out-of-state per diem, as well as international travel, and cash advance expenses.

Line Setup

Click the (04) Travel link and then the Add Travel button to open the setup modal.

The Setup modal displays with the Description, UW Sub-Object Code, and Destination fields populated with default values.

The Cascade Entries checkbox will be checked if you chose “Cascade entries on non-salary items” on the Properties tab. If not, you can choose to use it for this specific line item.

Enter a Description for the planned travel, and then select an appropriate Sub-Object Code from the drop-down menu.

Choose Domestic or Foreign from the Destination drop-down menu.

You can use the optional Note field to add any relevant information for this entry.

For guidance on sub-object codes, see Object Codes for Expenditures (For the Financial Accounting System–FAS).

Note: If you enabled Targets & Limits and are establishing Travel as an Auto-Adjusting line, you will see additional fields in place of the Cascade Entries box.

  • Period Minimum defines the minimum allowable sum for this budget line item.
  • Period Maximum defines the maximum allowable sum for this budget line item.
  • Priority defines the order in which funds will be allocated across line items based on your budget target, with funds going to Priority 1 items first.

On the worksheet, a TL icon, in place of the Delete Line button, identifies these line items.

Update Periods

When you have finished the setup, selecting Update Periods will display the Update Period modal.

Values entered in the setup step for the DescriptionUW Sub-Object Code, and Destination are displayed here for reference.

The name of the period and its date range will display at the top of the period column.

The Quantity and Price fields for each period will default to the value of zero (0).

Enter your quantity and price information for this line item for the appropriate period(s). For example, 2 trips at $1,500 each. The Period Subtotal and Total will recalculate when you click the Save icon.

At this point you can do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet
  • Select Line Setup to save your data and return to the Line Setup modal where you can edit any of the values, as needed.