UW Research

June 14, 2022

Preparation for SAGE Budget Requirement

With the upcoming launch of UW Finance Transformation (UWFT) in July of 2023, many research administration processes will be streamlined as we move toward a single financial system of record in Workday.

In order to streamline the award setup process, SAGE Budget will be required at the time of award setup (SAGE Budget will not be required for proposal budgeting).

What are the benefits of using SAGE Budget?

Budget information is currently shared and updated in a variety of formats (email, attachments, Excel, within SAGE, etc.), making the process difficult for reviewers and often requiring calculation validations. The current process also requires manual re-entry of budget details into the finance system.

Centralizing and having a consistent budget format in SAGE will lead to:

  • Improved data quality
  • A simplified review process
  • Auto setup of budget data in Workday through future SAGE integrations
  • Quicker turn-around times

For more information on the benefits of using SAGE Budget, visit the SAGE website.

How do I get started using SAGE Budget?

Get started using SAGE Budget today! We hope the following resources will help you transition to using SAGE Budget without any disruptions to your work.

Attend a SAGE Budget Class

Register now to attend our next SAGE Budget class on August 25.

SAGE Budget classes are typically offered quarterly through CORE. Stay tuned as we will share additional class dates via email, the Monthly Research Administration Meeting (MRAM), and post to the UWFT for the Research Community webpage as they become available.

Review Online SAGE Budget Training Resources

  • SAGE Budget User Guide: In-depth documentation on all aspects of SAGE Budget. 
  • SAGE Budget Job Aid: A step-by-step guide on creating and managing budgets in SAGE.
  • SAGE Budget Training Site: The SAGE Budget training site offers a “sandbox” for you to explore and experiment with SAGE Budget without affecting production data. Once you are ready to create a real SAGE Budget for routing, visit the production site.

NOTE: SAGE Budget requires a UW NetID to log in and at least one authorized role. If you are new to using SAGE and need access, visit Accessing SAGE for more information.

Questions?

Questions and answers from the June MRAM, where we discussed the SAGE Budget requirement, will be shared via the MRAM mailing list and published to the UWFT for the Research Community webpage later this week.

If you have questions or concerns about SAGE Budget usability, please reach out to us at sagehelp@uw.edu.

Stay tuned for more information!

We will share more information about UWFT and SAGE Award Setup at an upcoming MRAM this fall.