Budget List and Create

When you log in to SAGE Budget, you will see your budget list. From there you can do the following:

If your budget list has no items, you’ll see a piggy bank image with the text “Start your first budget! SAGE Budget helps you glide through the process of preparing accurate budgets that comply with complicated sponsor guidelines.”  Use the New Budget button below the piggy bank image to create a budget.

Create a New Budget

Budget Format Transition Period

  • While in the transition period, which started June 25, 2020, you will have the option to either
    • create budgets in the new “current” budget format
    • or continue to create budgets in the old “legacy” format
  • Note: The option of creating a “legacy” format budget will be available for a limited time. For help with creating legacy budgets, see the Create a New Budget : Overview article in the legacy budget section of this user guide.

To create a budget, select the New Budget button on the upper left. The following image shows the button and its drop-down menu.

new budget button with expanded menu

From the menu, choose either Current Budget Format or Legacy Budget Format for your budget.

  • Current Budget Format creates a budget with the new design features
  • Legacy Budget Format creates a budget in the old format.

When you select the current format, your new budget will open and display the Budget Settings section for adding periods. Once you add a Budget Start Date, you can begin entering costs or move to any other part of the budget.

View Your List of Existing Budgets

Your budget list includes any budget that you have permission to edit or to view. The following information is displayed for each budget on your list:

  • Title – the title of your budget; click on the title to open your budget in the same tab or right-click to open in a new tab
  • Principal Investigator – the first and last name of the person designated as the PI on the budget’s primary worksheet
  • Budget Number – the unique, system-generated number for your budget
  • Active Linked Application – the most recently linked application for this budget, if there is one; click the link to open the application in a new tab
  • Last Edited – the date this budget was last edited, and the person who did the editing
  • Format – Current or Legacy

The budgets are in order by the Last Edited date, with the most recently edited one at the top. The following image shows an example budget list.

budget list example

By default, there are 10 budgets listed on the page. The pagination tool at the bottom right of the list allows you to set the number of budgets shown on the page to 10, 25, or 50. When you change the number per page, the list will re-display from the top.

When you have more budgets than can display on a page, you can click on the arrows to move up or down the list. As you move through the list you will see an indication of where you are. For example, 26-50 of 221 indicates 25 budgets display on a page, and that you are on the second page of a list with a total of 221 budgets. The following image display this example.

budget list pagination example

To quickly find a budget, you can use the type-ahead search feature at the top, right of the page.

Click in the box and enter a search term. You can search by budget title, number, or the Principal Investigator’s name. When you pause in typing, a results list will appear. Click on an item in the list to open that budget. Changing the text in the search box will start a new search.

The following image shows a search term and results list.

budget list search example