See the user guide for details.
- For a current budget, read Budget Copy and Delete.
- For a legacy budget, read Create a Copy of the Budget.
See the user guide for details.
Yes. To create a “template” eGC1, start with a newly created eGC1 and fill in just the data values that you commonly use. This might include:
Give the eGC1 a title that indicates it’s a template, and then save it, leaving it in Composing status. When you need to create a new eGC1, open the template eGC1 and make a copy of it.
It is possible to Copy an Existing eGC1. However, if it is a Grant Runner application, only the standard part of an eGC1 is copied, not the Grant Runner forms. Details about what will be copied are given on the page which displays when you start the copy process, and in the linked article above.
To copy an eGC1, click the Copy icon in the top right corner of your eGC1 window. After you review the instructional information, click Confirm Copy.
When viewing the worksheet for the main (parent) budget, or a sub budget, you will see a set of icons at the upper right of the sheet. They allow you to make adjustments to what you see on the worksheet, and to perform actions on the worksheet. The set of icons are shown in the following image, and are numbered left to right.
The icons are:
These icons allow you to choose how you view the worksheet within the browser window.
The “magnifier with plus” icon (to the left) allows you to expand the worksheet to fill the whole browser window, allowing you to see more of the sheet details, rather than the SAGE and budget tabs.
The “magnifier with minus” icon (to the right) returns you to the standard view. When you’re in full screen mode, you can also use the Close Full Screen link in the upper-left corner of the screen.
You can use these icons to fully expand all of the line items in your budget.
The “plus” icon expands the worksheet, and displays the sub-object lines you have already entered and the Add buttons for each section.
The “minus” icon contracts the worksheet back to displaying just the object code summary lines.
This icon displays a printable copy of your budget.
A new browser window will appear with the budget data formatted for printing.
The output includes two different formats of the data: the first is line-by-line for all periods; the second is to help you complete the SR 424 (R&R) Detailed Budget used in Grants.gov submissions.
This icon exports your budget as an Excel spreadsheet.
You will be prompted to open Excel.
The output includes two different formats of the data: the first is line-by-line for all periods; the second is to help you complete the SR 424 (R&R) Detailed Budget used in Grants.gov submissions.
Note: only the values export, not the formulas.
This icon creates a copy of your budget. Everything from the original budget will copy except the budget history, any “notes” that you added and any connection to an eGC1.
When you click this icon, a dialog box, shown below, will open. It has a field for the New Budget Title, a Create Copy button, and a Cancel link.
By default, the new title will be the words “Copy of” followed by the title of the budget you are copying. For example, a copy of the budget named “Feline Health Insights” would be named “Copy of Feline Health Insights”. The new title will be highlighted, so if you want a different title, you can just start typing to replace the default text.
When you select the Create Copy button, the system will open a new tab/window and display the copy with its new title and number. The original budget will still be displayed in its tab/window.
When you copy a main (or parent) budget, the entire budget, including any sub budgets, is copied. When you make a copy of an Internal UW or Fabrication sub budget, the new budget becomes a main budget. You cannot copy a Subcontract type sub budget to a main budget.
If you want your copied sub budget to become a sub budget on a different main budget, open that main budget. Click the sub budgets tab, and then click the Import Existing Budget link, and import the copied sub budget. If you have copied a Fabrication sub budget, your new parent budget will not have any F&A data. You will need to provide F&A data before you can import it.
Note: The Preparer on the Access list for a copied budget will be the person who created the copy. If that person is someone other than the Preparer on the original, the original preparer will have assigned Read-Only access to the copy.
If you want to create a copy of an older version of your budget, click the History tab, click the Budget Edit Number for the version you want to copy, and then click the copy button. Everything from the original budget will copy except the budget history, the assigned access, any “notes” that you added, and the connection to the eGC1.
This icon allows you to delete your budget, if you are an owner (Budget Preparer, Contact, or Read/Write access).
Note: Only budgets that are not linked to eGC1s can be deleted. If your budget is linked to an eGC1, the delete icon will not display.
To complete the process, click OK in the confirmation pop-up window.
You can make a copy of any standard eGC1 that you have access to by clicking on the Copy icon in the top, right corner of the eGC1 page.
Note: When you copy a Grant Runner eGC1, the new eGC1 will be a standard one.
When you select the Copy icon, you will see an information page listing what data is not copied. This information is also detailed below.
Click the Confirm Copy button to complete the process. The page will refresh and will display the Details page of the new eGC1.
You also have the option to Cancel the copy process, or to Print a basic version of the information page for reference.
You may find it useful to copy an eGC1 when you want to:
Data NOT copied from the original eGC1:
New Features
Grant Runner Detailed Budget Implementation
The Grants.Gov RR Detailed Project Budget form will be made available in Grant Runner. This form supports the NIH SF 424 research opportunities where funding greater than $250,000 per period is being requested. With the addition of this form, users will be able to utilize Grant Runner for a much wider range of opportunities, taking advantage of the streamlining and time savings that Grant Runner is known for.
Key Features Include:
This feature is available for Modular, Detailed, and Subaward budgets on a Grant Runner eGC1.
Once you have entered one new period on your budget, the next time you click the Add New Budget Period button, you will have to option to copy the prior existing period.
The reference in the dialog Note to “subtotals related to attachments” applies to just the Detailed and Subaward budgets.
The Start and End Dates for the period created by copying will default to the same dates as a new, non-copied period. The start date will be one day after the previous period’s end date, and the end date will be one year after the start date.
For example, if the period you are copying has the dates: July 1, 2015 to June 30, 2016
then the newly created period will have the dates: July 1, 2016 to June 30, 2017
New Features
SAGE eGC1 copy feature expanded to copy all sponsor info
As requested by campus in the ORIS Survey, the SAGE eGC1 copy feature will be expanded to also copy the sponsor address and contact information (if the sponsor on the original eGC1 is still active). Users will need to review the information to ensure it is up to date and accurate, but this change should reduce their data entry efforts.
SAGE Search Enhancements: Personnel look up added to eGC1s search
The PI Name field has been replaced with a more general Personnel field which allows users to search for any person listed on the PI & Personnel page. Once they have selected a person, they can refine their search by using the Role Type (Principal Investigator, Fellow, etc.) drop-down menu. They can also combine this search with the new Search Scope feature to find all the eGC1s a researcher is named on.
SAGE Search: Show all results beyond access
Users now have the option of expanding searches to include all eGC1s. The search results will display all eGC1s that match the specified criteria. This enhancement will allow users to more easily find proposals that include personnel they’re responsible for. Previously, search results were limited to only those eGC1s that users could access. They will still only be able to open eGC1s they have access to. However, the research results now display a new column containing a link to the eGC1 contacts so users may contact them to ask questions and/or to request access.
Addition of Seattle Cancer Care Alliance to Locations list
Research administrators for clinical trials have indicated an increase in work performed at the Seattle Cancer Care Alliance, and therefore requested to see this site added to the Locations drop down list in the compliance explanations section (FG-2). They will no longer need to select “other” and manually enter an address for SCCA with this change. SCCA is considered off-campus.
New Features
Fixes