Properties Tab


Budget Properties are part of Step 1 in the budget creation wizard. After you complete the budget setup, you can return to this page to modify these values at any time by clicking the Properties tab from the Worksheet page.

When you are creating a new budget, click Next to save the data you’ve entered and advance to Step 2. If you accessed this page by clicking the Properties tab, a Save icon will appear on the action bar. Selecting it will save any changes you have made, as will navigating away from the page.

For more information on preparing a budget, see OSP’s Budget Development page.

Budget Details Section

The Budget Details section provides basic information about the budget and presents an option to cascade data for non-salary items.

After you complete the budget setup, you can return to this page to modify these values at any time by clicking the Properties tab from the Worksheet page.

Field Description
Reference # The unique reference number assigned to a budget when it is created.
Current Status Values are:

  • Created: a new budget that has not completed all of the setup steps.
  • In Progress: a budget with all of the setup steps completed, but not linked to an eGC1.
  • Linked to eGC1: a budget with setup completed that is linked to an eGC1.
Budget Title The Working Title for the budget; limited to 50 characters in length. It has a default value of “New Budget”.

Note: the Working Title is not the same as the eGC1 Short Title (the name associated with the budget number).

UW Organization Code Receiving Funding Select Look Up Organization Code to open the Organization Chooser and find the 10-digit code. If you know your code, you can enter it directly in the text box. Select Verify to confirm the number is valid (optional).

Once you have chosen an Organization code, the name and code display, with a plus sign (+) to expand it. To change the code, use the Change the organization code receiving funding? link.

Sponsor Name Select Look Up Sponsor to open the Sponsor Chooser and find the sponsor.

Once you have chosen a Sponsor, the name displays. To choose a different sponsor, use the Change the sponsor? link.

Is there a flow through sponsor? (optional) Select Look Up Flow Through Sponsor to open the Sponsor Chooser.
Cascade entries on non-salary items By default, this choice is unchecked.

When you check it, all the values you enter for non-salary line items in one budget period automatically propagate to subsequent budget periods.

You also have the option to toggle the cascading feature on or off when you edit the line setup for any non-salary line item in your budget.

Rounding & Decimals Section

This section allows you to select how values are displayed, and if you want dollar values rounded.

After you complete the budget setup, you can return to this page to modify these values at any time by clicking the Properties tab from the Worksheet page.

How and when SAGE Budget rounds amounts

When you choose to round to whole dollars, SAGE Budget will round any value with 50 cents or more up to the next dollar. For example:

  • $27.63 rounds to $28.00
  • $52.38 rounds to $52.00
  • $33.50 rounds to $34.00

On an expense Period Update screen in SAGE Budget, when Round Expenses is set to either To Whole Dollar or To Cents, then

  • Dollar amounts display with two decimals except the Price field on non-salary entries.
  • The Price field for non-salary entries displays the value as you entered it.
  • Period totals are the only values that are rounded. They also display with 2 decimals, as $x,xxx.00 when To Whole Dollar rounding is selected.

When Rounding property is set to No Rounding then

  • All dollar amounts display with the number of decimals shown in the Decimal display for dollar amounts setting.

Note: For any sub budgets, this section of the Properties tab will always have the same settings as the parent budget, and will not be editable.

Rounding when Syncing a Budget to a Grant Runner eGC1

Because NIH wants the budget data in whole dollars, we recommend you select rounding to whole dollars.  If you don’t, you may see a very slight difference in some values.

Field Description
Round Expenses (Excludes unit prices) Choices:

  • To Whole Dollar – displays just dollars (default value)
  • To Cents – displays dollars and cents
  • Do Not Round – displays dollars and the number of decimals places you indicate in the “Decimals displayed for dollar amounts” field, but does not use rounded values in the calculations
Decimal display for dollar amounts This field only displays for the Do Not Round choice. Enter the number of decimal places you want displayed
Decimal display for percentages Enter the number of decimal places you want
Decimal display for general numbers Enter the number of decimal places you want

Note: On the Period Update screen for any line item, when you enter a decimal value into an entry field, the full number entered will be visible when you click in the cell, regardless of the Display Setting for decimals. When you click away from the cell, the value displayed will be based on the Decimal Setting you chose.

Inflation & Benefit Rates Section

The inflation rates apply to all appropriate fields for all budget periods.

  • Salary applies to all personnel; default value is 2.00%
  • Tuition applies to all personnel who have tuition line items; default value is 3.00%
  • General applies to all budget lines except salary and tuition; default value is 0.00%

To change the default values, just click in the field and enter the new number.

Benefit Rates

There are two choices for Benefit Rates:

  • Use preliminary benefit rates
  • Use only current benefit rates

By default, “Use preliminary benefit rates” is selected for a newly-created budget. This choice allows you to use preliminary rates when they are available. When no preliminary rates are available, then your budget will use the current rates.

When you choose preliminary rates, the start date of a given period determines the rate value used. For example, if you create your budget in April (current fiscal year) and your budget period starts in August (next fiscal year), then the preliminary rates apply to that period. If the period started in the same fiscal year, then current rate values apply.

The Update Benefit Rates link will update the rates for all personnel, across all periods. If you start your budget using one set of rates, then later new preliminary rates become available or the rates change, be sure to click the Update link to apply the change. When you click on this link, a confirmation prompt displays, followed by a notification when the update finishes. If you wish to switch between using preliminary and only current rates, select the other rate and then confirm the change. The rates will update globally for all personnel, for all periods.

After you complete the budget setup, you can return to this page to modify these values at any time by clicking the Properties tab from the Worksheet page.

Sea Pay & APL Section

Use this section to specify whether your Budget includes Sea Pay or Applied Physics Lab expenses.

The Sea Pay Calculation can accommodate up to an additional 44 hours per week for personnel at sea.

Field Description
Budget includes Sea Pay If checked, an “(01-86) Sea Pay” line is added to (01) Salary and Wages.
Budget includes Applied Physics Lab (APL)

This enables you to add APL line items, and PDC (Pro-rated Direct Costs) lines (if checked), to the budget.

Checking this box displays two additional fields:

  • PDC Rate (displays the current value)
  • Budget includes Fixed Fee.

The PDC Rate is used in determining the Pro-rated Direct Costs Value (PDCV), which equals the Pro-rated Direct Costs Rate (PDCR) multiplied by the sum of all MTDC values for each period.

The PDCV displays on the budget worksheet as read-only under the (19) APL section (object/sub object code 19-10)

PDCV = PDCR * (MTDC sum)

Note: APL PDC is considered an indirect cost by NIH, but a direct cost for SAGE Budget (and most other sponsors).

Checking Budget includes Fixed Fee displays the Fixed Fee Rate field.

This rate 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).