Configuring Budget Builder Settings in SP 4.0

As a Cayuse SP System Administrator, you will need to complete the following steps before Budget Builder is enabled for your users:

1. Submit a Cayuse Support ticket requesting Budget Builder to be enabled at your organization.
2. Configure your organization’s initial Budget Settings (steps below).
3. Add the Budget Summary Form Object into forms.

Configuring Budget Settings

From the Sponsored Projects homepage, click More and then click Budget Settings.

You are ready to edit your Budget Settings from the page that opens.

Subaward F&A Costs Cap Amount

Once updated, this value will be applied on all budget records. Existing records will update to use the latest value indicated on the settings page.

When a subaward’s direct cost value exceeds the cap, no additional F&A costs will be calculated even if the include F&A checkbox is selected. 

To set the Subaward F&A Costs Cap Amount from the Budget Settings page, click Edit, then enter the Subaward F&A Costs Cap Amount (numeric only). Click Save.

Sponsor Cost Categories and Line Items

The budget categories and line items in this section define the budget template used in proposals and awards. You can configure the template by doing the following:

• Add new categories/line items
• Edit existing categories/line items
• Re-order categories/line items
• Remove unused categories/line items (cannot remove categories/line items already used in a proposal or award record).

Please Note: Research Team and F&A Costs categories cannot be reordered, edited, removed, or made inactive. Subaward categories cannot be reordered, edited, or removed, however, can be made inactive.

After changes are saved in this section, all new SP Proposals and Awards will use the updated template (existing records cannot be updated). Changes to the template will not impact existing records.

Editing Budget Categories

1. Click Edit.
   
   
   
   
2. After clicking Edit, the following actions can be taken:

• Rearrange Categories or Line Items: Hover your mouse over the six dots next to the category Name and drag and drop the line item to another location.. 
• Edit Object Code:  Enter or update the Object Code defined by your organization for the specified category line item.
• Update Active Status: Toggle the button to Active to activate the category within the template. Toggle it off to inactive the category within the template.
• Delete Category or Line Item: If a category/line item has not been used yet, it can be deleted by clicking on the trash can icon to the far right of the row.

When your updates are complete, click Save.

Adding a New Budget Category

1. Click Add New.
   
   
   
   
2. From the pop-up box, click Add a new category. Then click Add.
   
   
   
   
3. Your new category line will appear in the Budget Category list. Fill out the category Name and Object Code details, and then click Save.
   
   

Adding a New Line Item to an Existing Category

1. Click Add New.
   
   
   
   
2. From the pop-up box, click Add new line item to an existing category. Select a category from the dropdown list to house the new subcategory and then click Add.
   
   
   
   
3. Your new subcategory will appear in the Budget Category list underneath the selected category. Fill out the category Name and Object Code details, and then click Save.
   
   

Your settings are configured and you are ready to add the Budget Summary Form Object into your Award and/or Proposal forms.