SAGE Budget: When a line item is deleted from the budget worksheet, the page refreshes to reflect the change. However, if a budget has Targets & Limits enabled, the F&A values displayed are not immediately updated. The next time the page is refreshed, the displayed F&A values will be correct, and the Total Project Costs will include the F&A change.
The Student Aid (08-00) line item links directly to personnel setup in the (01) Salaries and Wages section of the budget. You may use it for specific personnel sub-object codes (33, 34, 43, 44, 51-54, 91-94).
This page presents the information for all of the periods for the chosen person. The values are from the Salary and Wages section.
The information displayed here is not directly editable.
The Sea Pay line item appears when you select the Budget includes Sea Pay checkbox on the Properties Tab (step 1 of the budget creation wizard). Use it to include additional work hours above a standard 40 hour work week when personnel are at sea.
The Sea Pay Calculation (used by APL primarily) accommodates up to an additional 44 hours per week for personnel at sea.
Click in any period to open the Sea Pay Personnel List.
| Field | Description |
| Name | Shows the name of the individual or TBD person added, followed by their Title. |
| Monthly ($) | For salaried personnel, this value is derived from the “Monthly Base Salary” plus any salary inflation rate increases for a period. For hourly personnel, this value is the “Rate/Hour” value plus any salary inflation rate increases for a period multiplied by 173.3 (hours per average month). |
| Hourly Rate ($) | For salaried personnel, this value is the Monthly value divided by 173.3 (hours per average month). For hourly personnel, this value is the “Rate/Hour” value plus any salary inflation rate increases for a period. |
| Hours | Enter the value that represents the actual “Sea Pay” hours worked for each period. |
| Period Total ($) | Equal to Hourly Rate times Hours. |
For the Salary and Wages object code, you can add specific individuals or add a “role” for a person To Be Determined (TBD) later.
For existing budgets created prior to the Workday release (6/27/2017), you can convert personnel salary information from HEPPS to Workday, as needed.
This is similar to the Add Personnel feature except the system does not import UW Sub Object Code and Salary information into the budget.
Use the Add TBD Personnel feature when personnel are not set up in the source systems, or if other needs require a person be set up without using source system data.
Clicking the Add TBD Personnel button will take you directly to the setup page.
If you need to work on a budget that was created prior to Workday (6/27/2017), you may need to “convert” the salary information for the budget’s personnel.
When you view the Salary and Wages line items, you will see an “H” indicator next to those line items that are based on data from HEPPS. In order to make changes to these personnel lint items, you will need to convert the salary data to Workday data.
Note: If there is no “H” indicator, the salary information came from Workday or was already converted.
To convert the salary information, select the line item for the existing salary entry to open the Line Setup modal. Scroll down to the Salary, Wages and Stipends section. Below the list of earnings, you will see a Convert link. Select this link, then OK in the confirmation pop-up dialog. SAGE will remove all HEPPS lines, and re-add the person with their latest salary lines from Workday across all of the budget’s periods.
This section indicates the specific object, and sub-object, codes that are included in the F&A base being used. Budget values for this period will display for included object codes. The Amount Subject to Base, Base & Rate, and Total F&A values for this period are also displayed.
Use the plus sign (+) to fully expand the list and display all of the sub-object codes. The minus sign (-) will contract the entire list. You can expand, and then contract, an individual object code by clicking on it.
Use this page to search for budgets that you can access using any combination of the search criteria. More specific searches will return fewer results. The following image shows the Advanced Budget Search page. The criteria are described below.
The search criteria are:
| Field | Description |
| Budget Ref # | Enter the entire reference number of a specific budget (with or without the “B”). |
| Working Title | Enter any of the words or string of letters contained in the Working Title. You must enter at least 3 characters. |
| PI Last Name | Enter at least the first two characters of the name. |
| PI First Name | Enter at least the first two characters of the name. Use this field when searching for TBD personnel. |
| Sponsor Name | Enter any of the words or string of letters contained in the sponsor name. You must enter at least 2 characters. Optionally, use the Look Up Sponsor link to fill in the search box. |
| Org Code Receiving Funds | Enter at least the first three numbers of the code. Optionally, use the Look Up Organization link to fill in the search box. |
| Date Filter | Select the date field to be searched: Last Modified, or Created. |
| From | Enter a valid date (mm/dd/yyyy) and the results will be restricted to any budget modified/created on or since that date. |
| To | Enter a valid date (mm/dd/yyyy) and the results will be restricted to any budget modified/created earler than that date. |
Click the Search button to display all matching results below the criteria section. The number of results will appear at the top right of the list.
If there are more than 10 results, the list will have more than one page.
To open a budget, click on its working title.
