University of Washington

Budget Quick Start Guides

Budget Setup Wizard

This lesson describes how to set budget properties.

This lesson describes how to establish budget periods.

This lesson focuses on the third of the four steps for creating a budget: defining funding details.

This lesson focuses on the last of the four steps for creating a budget: allowing access to the budget.

Worksheet Object Codes

In this lesson, you'll see how to add personnel, including TBD personnel, and their % effort.

In this lesson, you'll see how to add merit or salary increases, change % effort during a project, adjust salary inflation rate for one period, cap monthly salaries, set % effort by academic or calendar year, add stipends, add a salary increase for a promotion between periods, and add a salary increase for a promotion during a period.

In this lesson, you'll see how to add UW Sub-Object code, quantity and price information for a service contract.

In this lesson, you'll see how to add UW Sub-Object code, location, quantity and price information for other contractual services.

In this lesson, you'll see how to add UW Sub-Object code, destination, quantity and price information for travel.  The (04) Travel code covers all expense for air fare, car rental, in- and out-of-state per diem, as well as international travel, and cash advance

In this lesson, you'll see how to add UW Sub-Object code, quantity and price information for supplies and materials.

In this lesson, you'll see how to add UW Sub-Object code, quantity and price information for equipment. The (06) Equipment code contains lines for computing equipment, library materials such as books, software, and serials subscription. In this lesson, you see how to add expenses for books to the budget.

In this lesson, you'll show how to view Benefit Type, Benefit Object Code, and Benefit % information for personnel

Add Sub-Object Code, number and dollar amount for stipends. Add Sub-Object Code, quarterly tuition rate, inflation increase %, and number of quarters of tuition.

Costs for the design and construction of buildings are included under (10) Capital Projects. These expenses include land acquisition, design, project management, and site work. They also include art work, fixed equipment, and furnishings.

In this lesson, you’ll see how to add expenses for an addition to a lab building.

In this lesson, you'll see how to add total amount of unallocated costs.  Any expense not covered by the other codes in the budget are added with the (38) Unallocated code.

Miscellaneous

Learn how to connect a budget with an eGC1.

In this lesson, you'll see how to add sub budgets to a parent, or master, budget.

In this lesson, you'll learn how to customize F&A rates and base types.

In this lesson, you'll learn how to import an existing budget into another budget.

Learn how to use Budget History to see different versions of your budget, status changes, and comments.

© 2014