Cost Share 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 Cost Share 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
• Add internal or external Cost Share line item costs
• View a summary of the Cost Share 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 from the Admin Module.

Add 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 begin, 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

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

Add Costs for Budget Line Items

Before getting started, it’s important to note that any Research Team member displayed in the Research Team table will be automatically displayed in the internal Cost Share table, however, their Cost Share amount will not be editable. This amount will be pulled directly from the Research Team table. 

You may add, update or remove budget line items for Internal Cost Share and External Cost Share.

1. From the Internal Cost Share or External Cost Share section, click on Add line Item.
   
   
   
   
2. Complete the information for the new line item:
   • Use the drop down menus to select information for Line Item, Requirement, Unit and Type columns (line items only only be added or edited from the Budget Builder settings.
   • Add a numeric value for the Cost Share column
   • Add a checkmark in the Include F&A column to indicate the calculation should be included in salary and fringe values
     
     
3. Click Save.

Delete Cost Line Items

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

Please note: Research team member line items cannot be removed.

View Cost Share Totals

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