You will see the Assign/Confirm Budget Number link on the left navigation menu. This step allows you to either assign a new budget number to the action, or confirm the budget number automatically assumed by SAGE, based on related items.
When you click the link, a pop-up window displays. The set of read-only fields provides information about the action you are working on.
- Admin Action or Funding Action Number
- Current Status
- Short Title
- Principal Investigator
- Budget Number
- Budget Biennium
The following image shows this dialog.
The editable fields are:
|Type of Budget||Select the appropriate budget category from the drop-down menu. Even if the action already has a Budget Number, the type will not display.|
|Budget Number||When you select the Type of Budget, the system will automatically populate the Budget Number field with the next available budget number of that type. If the action already has a Budget Number, it will display.|
|Budget Biennium||Once the Budget Number is populated, the system will display the Biennium value. If the action already has a Budget Biennium, it will display.|
Click the Save button to complete the process, or the Cancel link to return to the action without making any changes.
After you add a budget number, the Notify Campus link will appear on the left navigation menu, and the system will set the Last Action Taken to “Budget # Assigned/Confirmed.”
Note: When an item is returned to OSP after the Budget Number Assign/Confirmed step, you will have to repeat this step once OSP re-sends it.