Sponsor Budget Map: (01) Salaries and Wages
This article covers the following:
- Overview
- Section A. Senior/Key Persons
- Mapping Rules
- Drag to Re-Order feature
- Additional Senior Key Persons attachment
- Section B. Other Personnel
- Mapping Rules
- Create a Customized Role
- RR Detailed Budget Personnel Data Sources
Overview
You can use the Sponsor Budget Map page to understand how your SAGE Budget personnel data will initially flow to the RR Detailed Budget form.
In the (01) Salary and Wages section on the Sponsor Budget Map page, you will see one row for each person on your parent budget and any internal sub budgets.
Based on the Project Role you selected for each person in SAGE Budget, each person will map to either the RR Detailed Budget Section A. Senior/Key Person or Section B. Other Personnel.
The columns in this section of the Sponsor Budget Map are:
- From SAGE Budget: displaying its Expense Type and Project Role
- To RR Detailed Budget: displaying its Category and Project Role
- Personnel Order: displaying the relative position in the Section A list for this person. Note: this column is unique to the 01 section.
Initially, you will see the personnel listed in the same Project Role order as on your SAGE Budget. Any personnel from internal sub budgets will display just after those on the parent budget, within each role.
You can adjust the default RR Detailed Budget Project Roles, except for the person who is the PD/PI. In some cases, you can change the default RR Detailed Budget Category (Section A or B).
Optionally, you can change the Personnel Order for those mapped to the RR Detailed Budget Section A by using the “Drag to Re-Order” feature (described below).
For personnel in Section B, in addition to the four default Project Roles, you can create customized ones.
Section A. Senior/Key Persons
When you first view the Sponsor Budget Map page, you will see the personnel listed in the same Project Role order as on your SAGE Budget. Any personnel from internal sub budgets will display just after those from the parent budget, within each role.
Mapping Rules
The following table defines the initial mapping rules and indicates whether the default value can be edited (changed).
| SAGE Budget Project Role | RR Detailed Budget Project Role | Can the Role Be Edited? |
|---|---|---|
| Principal Investigator | PD/PI; if there is also an Applicant PI, then this role defaults to Faculty | Only if “Faculty” role |
| Application PI | PD/PI | No |
| Co-Investigator | Co-Investigator | No |
| Multiple PI | PD/PI | No |
| Key Personnel | Depends on the 01 sub-object code selected; defined below | Yes |
| Mentor | Faculty | Yes. Note: You can map this person to Section B, if appropriate |
| Faculty | Faculty | No |
If you selected Key Personnel for someone’s project role on your SAGE Budget, their sub-object code will determine the default role on the RR Detailed Budget.
| 01 Sub-Object Codes | Project Role on Detailed Budget |
|---|---|
| 10-14 Instruction & Research Faculty | Co-Investigator |
| 20-24 Auxiliary Teaching Staff | Other Professional |
| 30-34 Graduate School Student Appointments – Teaching | Graduate Student |
| 40-44 Graduate School Student Appointments – Non-Teaching | Graduate Student |
| 50-54 Postdoctoral Research Trainee | Post Doctoral Associates |
| 60-64 Classified Staff | Other Professional |
| 70-74 Professional Staff | Other Professional |
| 80-87 Temporary Staff | Other Professional |
| 88-89 Hourly | Undergraduate Students |
| 90-94 Graduate Stipends | Graduate Students |
As needed, you can change the role. Project Role choices for the RR Detailed Budget form are:
- Co-PD/PI
- Faculty
- Post Doctoral
- Post Doctoral Associates
- Post Doctoral Scholar
- Other Professional
- Graduate Students
- Undergraduate Students
- Technician
- Consultant
- Co-Investigator
Drag to Re-Order Feature
You can use this feature to adjust the order of the personnel mapped to Section A of the RR Detailed Budget. The Personnel Order column displays the text “RR Detailed Budget Position” followed by a number, indicating that person’s place in the order.
The Application PI (if present) will display on the first row. If your budget does not include an Application PI, then the Principal Investigator will be listed first.
After the PD/PI or Application PI (if present), the default order of the personnel entries is by Category (Section A or B) and, within each category, by Project Role with Parent Budget and Sub-Budget personnel grouped together. For example:
- Multiple PI (parent)
- Multiple PI (sub budget)
- Co-Investigator (parent)
- Co-Investigator (sub-budget)
- Key Personnel (parent)
- Key Personnel (sub-budget)
You can use your mouse, or the keyboard, to choose a person’s row to re-order. Move the row up or down to update the position number for that person. Note that the form can list up to eight individuals. Any additional personnel are included in the Additional Senior Key Persons attachment, described below. The PD/PI must be one of the initial eight people listed.
Personnel mapped to Section B will have the note “Not applicable” in the Personnel Order column. You can drag them to a different position on the mapping page, but the next time you view the mapping page, the order will have returned to the Section A personnel followed by those mapped to Section B.
Any changes you make on your connected SAGE Budget or the Sponsor Budget Map page will be reflected on the RR Detailed Budget form when you view it. The ordering of Personnel on both the Sponsor Budget Map page and the RR Detailed Budget form will match the last ordered sequence you created and saved on the Sponsor Budget map page. Any newly entered Personnel, after the initial synchronization, will sort to the bottom of the Sponsor Budget Map page order by default.
Additional Senior Key Persons Attachment on RR Detailed Budget
Section A can display up to eight individuals on the RR Detailed Budget form. You must list any additional personnel in an attachment to the form. When you initially connect your SAGE Budget and Grant Runner application, SAGE will automatically generate and attach the PDF file listing any additional personnel. The file will be named to reflect the budget period. For example, the attachment for Period 3 of your budget will be named “Period_3_Personnel.pdf”. In addition, the system will calculate the Total Funds for Attached Persons value and display it.
Any time you add or remove Section A personnel from your SAGE Budget, or change their order on the Sponsor Budget Map page, the PDF attachment will automatically be recreated to reflect those changes, if necessary.
Section B. Other Personnel
Personnel that map to Section B are combined into the appropriate rows, with their data values totaled.
Mapping Rules
If you select one of these SAGE Budget Project Roles, the individual will be added to the corresponding role in Section B:
- Post Doctoral Associates
- Graduate Students
- Undergraduate Students
- Secretarial / Clerical
On the Sponsor Budget Map page, you can shift personnel with the Post Doctoral Associate role to the A: Senior/Key Persons section. You cannot edit the other project roles from the Sponsor Budget Map page. You would change them on your SAGE Budget.
If you select Other for someone’s project role on your SAGE Budget, that person’s sub-object code will determine the default role on the RR Detailed Budget.
| SAGE Budget Personnel Sub-Object Code | RR Detailed Budget Project Role Default Value |
|---|---|
| 10-14 – Instruction & Research Faculty | Select… |
| 20-24 – Auxiliary Teaching Staff | Select… |
| 30-34 – Graduate School Student Appointments – Teaching | Graduate Students |
| 40-44 – Graduate School Student Appointments – Non-Teaching | Graduate Students |
| 50-54 – Postdoctoral Research Trainee | Post Doctoral Associates |
| 60-64 – Classified Staff | Secretarial / Clerical |
| 70-74 – Professional Staff | Select… |
| 80-87 – Temporary Staff | Select… |
| 88, 89 – Hourly | Undergraduate Students |
| 90-94 – Graduate Stipends | Graduate Students |
When “Select…” displays, you can choose one of the four existing Section B roles listed above, or you create up to six different, customized roles.
Create a Customized Personnel Project Role
Click on “Select…” in the drop-down menu and choose “Other…”
A dialog will display where you can enter the customized name of your project role for Section B. Click Save to return to the Sponsor Budget Map page. The new project role will appear, followed by an Edit link.
Once you have added a customized role, it will appear in the drop-down so that you can choose it for additional personnel. If you edit the customized role, your changes will apply to all personnel with that role.
RR Detailed Budget Personnel Data Sources
Section A. Senior/Key Persons
The following table describes the source data for each RR Detailed Budget field in Section A.
| RR Detailed Budget Field | Data Source |
|---|---|
| Name | SAGE Budget: First, Middle and Last Name |
| Project Role | Sponsor Budget Map: Project Role |
| Base Salary ($) | SAGE Budget: Line Setup Starting Monthly Salary * 12 (annualized) * the inflation rate for the period |
| Calendar Months | SAGE Budget: if Calendar is checked on Line Setup; from Update Periods: Person Months |
| Academic Months | SAGE Budget: if Academic/Summer is checked on Line Setup; from Update Periods: Academic Person Months |
| Summer Months | SAGE Budget: if Academic/Summer is checked on Line Setup; from Update Periods: Summer Person Months |
| Requested Salary ($) | SAGE Budget: from Worksheet (01 item) period amount or Update Periods: Period Total Salary |
| Fringe Benefits ($) | SAGE Budget: from Worksheet (07 item) period amount or Update Periods: Total Benefits |
| Funds Requested ($) | System calculated: Requested Salary plus Fringe Benefits |
Section B. Other Personnel
The source data for each RR Detailed Budget field in Section B is the same as that for Section A. In this section, the values for a given row are a sum of the values for all personnel with that specific Project Role:
- Number of Personnel: the total number of personnel with the specific Project Role
- Project Role: the first four rows are the fixed project roles; any custom roles you create will appear below these. There is a maximum of 6 custom roles.
- Calendar, Academic, Summer Months: the sums of each type of person months for personnel with the specific Project Role.
- Requested Salary ($): the sum of all Requested Salaries for personnel with this Project Role
- Fringe Benefits ($): the sum of all Total Benefits for personnel with this Project Role
- Funds Requested ($): System calculated: Requested Salary plus Fringe Benefits