Budget Parameters captures all budget filing and calculation details needed to create a budget. All budgets have a parameters page.

Unit Budget ID - Unit defined budget id. Field is not required.

Title - Descriptive title of budget. Field is required.

Sponsor - Budget sponsor. Sponsor can be validated using the lookup tool or freeform entry. If sponsor does not exist, a request to SIMSAdmin@psu.edu can be made for an addition. If sponsor has special calculation rules or rates, it must be validated. Field is required. Note: Some sponsors have special sponsor rules (ie: rates, salary cap, etc.). To trigger these updated rules the budget must be updated with the sponsor unvalidated and then updated again with the sponsor validated.

Prime Sponsor - Budget prime sponsor. Sponsor can be validated using the lookup tool or freform entry. If sponsor does not exist, a request to SIMSAdmin@psu.edu can be made for an addition. Field is not required.

Department/Subunit - Subunit budget is being processed through. Subunit must be validated. User can only use subunit in which they have access. Field is required.

Function - The type of function the budget will be performing (Research, Instruction, Outreach, Service).

Default Campus Rate - Determines if budget will use on or off campus rates. Field is required.

F&A Basis Calcuated On - Determines budget F&A calculation basis. Field is required.

Budget Calculation Type - Only appears if Sponsor has a modular rule. "Modular" option forces a module cap value for each period. Field is required, when available.

Budget Period - Sets the begin and end dates for budget. Modification of periods must be done from Budget Expolorer. Total Months will be calculated. Each period will be assigned 12 months by default. This can be edited in Budget Explorer. Field is required.

Start Salary Calculation Fiscal Year - Determines the fiscal year that the Cat I line item appointed salary cost-of-living will be calculated on. Defaults to first fiscal year of Budget Period.

Keep Budget Private? - Checking this box will make the budget private and only the owner will be able to access.

Notes - Free open field for budget notes. Field is not required.