Sponsor Costs Tab in SP 4.0

Once you have opened the Budget Builder from within a Proposal or Award form, you can begin editing the tabs.

From the Sponsor Costs tab, you can:

• Add or remove unnamed Research Team members (existing Research Team members are included automatically from the Research Team form object)
• Set salary information for existing or unnamed Research Team members
• Configure whether F&A rates should be included for the Research Team and line item costs
• Input costs for existing line items
• Add subaward line items
• View a summary of the Sponsor Cost Totals

Before getting started, please note:

• Existing Research Team members are included in the table automatically.
• Appointment months information is pulled from the Admin module and cannot be edited in the Sponsor Costs tab.
• If a user has an Academic and/or Summer appointment type, the Academic and/or Summer appointment months will be displayed on separate lines in the Research Team table.
• At this time, Salary information is not pulled in from the Admin Module.

Add Unnamed Team Members and Salary Information

To appropriately plan for allocation, unnamed team members can be added. Once the Research Team is finalized, the following steps need to be taken:

• An SP System Administrator must add new team members to the Research Team form object.
• Remove allocated unnamed team members from Budget Builder (see below).

1. To get started, select the desired time period from the Details for period dropdown menu
   
   
   
   
2. Click on Add Person.
   
   
   
   
3. Complete details on the Add Person screen.
   
   
   
   • Select a Role from the drop down menu
   • Select an Internal Association from the drop down menu
   • Identify one of the following Appointment types only
     • Calendar Appointment
     • Academic Appointment/Summer Appointment (these must be combined and cannot be used individually)
   • Fill in the following fields for the desired Appointment type: Appointment Months, Salary and Fringe Rate
   • Click Add to save the newly created person

Fill in or edit additional salary details. Click Save.

Remove Unnamed Research Team Members

Unnamed Research Team members can be removed by following the steps below. Existing Research Team members cannot be removed.

1. To remove a team member, click Edit.
   
   
   
   
2. Click on the trash can icon for the line you wish to remove.
   
   
   
   
3. Click Save.

Include F&A in Salary and Fringe Values 

1. Click on Edit.
   
   
   
   
2. Click one or both boxes to include F&A calculations in the Salary and/or Fringe totals.
   
   
   
   
3. Click Save.
   
   

To remove the F&A rate from being included in Salary and Fringe values, simply remove the checkmark from the box and click Save.

Input Cost for Existing Line Items

1. Select Edit in the Line Items section.
   
   
   
   
2. Expand or contract line items by clicking on the black triangle next to the line item.
   
   
   
   
3. Once you are in edit mode, you can:
   • Add or update numeric values in the Direct Cost column
   • Add or remove a check mark in the Include F&A column (applies to all line items in that category)
     
     
4. Click Save once edits are complete.

Please note: Line items cannot be added in the Budget Builder. SP System Administrators must add line items from the Budget Settings.

Add Subaward Line Items

1. Select Edit in the Line Items section.
   
   
   
   
2. Scroll to the Subawards section.
   
   

• Click on the blue plus sign
• Select an organization from the drop down menu
• Add a Direct Cost dollar amount
• Put a checkmark in the F&A box if you want to include it
• Click Save.

View Sponsor Costs Totals

The Sponsor Cost totals will automatically calculate and can be viewed on the bottom section of this tab.