UCSD Blink: Cost Sharing System: How to Establish a Non-Payroll Budget

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Cost Sharing System: How to Establish a Non-Payroll Budget

Summary: Find out how to establish a non-payroll budget in the Cost Sharing System (CSS). Within the parameters of the established budget, CSS will capture financial transactions as they occur.

What to do		How to do it
1	Go to the Establish NonPayroll Budget function in FinancialLink.	Go to the Cost Sharing System in FinancialLink. Go to the Reports screen. Choose the Cost Sharing Home Page option under Cost Sharing. Select Budget. Select Establish NonPayroll Budget. You must have a valid User ID and group identifier to access the Cost Sharing System. If you don't have a User ID or group identifier, contact your departmental security administrator (DSA) for assistance. Note: CSS is case-sensitive. Enter financial information in all caps.
2	Enter contract/ grant information requiring cost sharing.	Fund: The fund number is mandatory. Organization and Program: Organization and program numbers are optional unless the fund has multiple organization and programs and this budget spans all of them. Use the Find Fund/ Award/ Org/ Prog button to find information sorted by fund number. Use the Find Award/ Fund/ Org/ Prog button to find information sort by award number.
3	Enter budget information for the source of cost sharing.	Index No: Enter an index or a fund, organization, or program number. The index is preferred as it is more specific. SubAccount: Entering a sub-account is optional. If you don't enter a sub-account, all transactions for that index will be gathered. Direct Cost: This field is mandatory. Begin Date/ End Date: Enter the begin and end dates of the cost sharing period in MM/DD/CCYY format. Click the Retroactive? checkbox if the start date of cost sharing is earlier than the set-up date and there are transactions in earlier periods that should be included. Description: This field describes what is being cost-shared. Use the Find Index No. button to look up an index number.
4	Submit budget and check for errors.	Click Submit Form. If there were no errors: The green "NonPayroll Budget Added" message will display at the top. If the retroactive box was checked, the number of retroactive transactions added will display. The form is cleared and ready for a new entry. If there are errors: Error messages will show at the top of the screen in red. The data you entered will be on the screen for you to correct. To start over, click Clear Form. To review the budget you just set up, run a view award query.