FA/PAC: Assign/Confirm Budget Number

You will see the Assign/Confirm Budget Number link on the left navigation menu. This step allows you to either assign a new budget number to the action, or confirm the budget number automatically assumed by SAGE, based on related items.

When you click the link, a pop-up window displays. The set of read-only fields provides information about the action you are working on.

  • Admin Action or Funding Action Number
  • Current Status
  • Short Title
  • Principal Investigator
  • Sponsor
  • Budget Number
  • Budget Biennium

The following image shows this dialog.

assign confirm budget number dialog

The editable fields are:

Field Description
Type of Budget Select the appropriate budget category from the drop-down menu. Even if the action already has a Budget Number, the type will not display.
Budget Number When you select the Type of Budget, the system will automatically populate the Budget Number field with the next available budget number of that type. If the action already has a Budget Number, it will display.
Budget Biennium Once the Budget Number is populated, the system will display the Biennium value. If the action already has a Budget Biennium, it will display.

Click the Save button to complete the process, or the Cancel link to return to the action without making any changes.

After you add a budget number, the Notify Campus link will appear on the left navigation menu, and the system will set the Last Action Taken to “Budget # Assigned/Confirmed.”

Note: When an item is returned to OSP after the Budget Number Assign/Confirmed step, you will have to repeat this step once OSP re-sends it.