ORIS-SIMS: How to use Budget Export - IAF Account Setup tab (SIMBA-related)

The primary purpose of this article is to demonstrate how to use the Budget Export feature which exports the data into the SIMBA GM transaction templates, specifically the Commonwealth of PA GM Budget Upload Template and Standard (non ARL) GM Budget Upload Template.  The line items in a budget are rolled up to the respective Sponsored Class (SIMBA GM Sponsored Class Listing) based on documentation provided by the SIMBA Grants Management team.

The export uses the budget linked to an IAF. The “Budget Upload Template” is then manually reviewed and updated and then used to import a budget into SIMBA.

An export is possible from the IAF Account Setup tab when a General Ledger (GL) budget is linked to an IAF that has proceeded to Award stage.  Once an IAF is marked as Account Setup complete by Research Accounting on the dashboard, the “Export Budget” button will appear in the upper right corner of the Account Setup tab.

When the Export Budget button is clicked the “SIMBA Budget Upload Template Export” window appears.  A selection must be made for the Budget Export file to be generated by selecting one of the two options.  The two options available are: “Standard Sponsored Class (Non-ARL) Template” and the “Commonwealth of PA (COP) Master Agreement Template.”

The line items in a budget are rolled up to the respective Sponsored Class (SIMBA GM Sponsored Class Listing) based on documentation provided by the SIMBA Grants Management team. 

Below is an example of both template options and were created from the following budget:

Standard Sponsored Class (Non-ARL) Template:

Commonwealth of PA (COP) Master Agreement Template:

The line items in a budget are rolled up to the respective Sponsored Class (SIMBA GM Sponsored Class Listing) based on documentation provided by the SIMBA Grants Management team.

Additional Information regarding data exported:

• GM Document Type: Unreleased (U1) version of the budget will be generated along with a copy of those same rows indicated as Released (B1).
• Header Description: Will use first 40 characters of budget titled and be appended by “Unreleased” or “Released.”
• GM Posting Date:  will be populated with the Award Start Date from the Statement of Award
• Internal Order: Only the Default IO that is present on the IAF will be entered here. If another IO is needed for certain line items, it will need to be manually updated.
• Sponsored Class: GL line items included on Budget will be rolled up to the respective Sponsored Class.
• Commitment Item: This corresponds to the associated Sponsored Class.
• Amount: Total of GL amounts associated to Sponsored Class.
• If the budget being exported contains a GL account that does NOT have a mapped sponsored class for the template selected, the GL is identified in the file by:
  
  • Rows will be highlighted to draw end user’s attention to review
  • Text column contains GL and the short description of the GL
  • User will need to review and determine what sponsored class the amounts should be included with or choose another GL that is mapped for the sponsored class and update budget.
• Templates can be found:  SIMBA Templates and Tools

For more information, please contact:

SIMS - simsadmin@psu.edu

Related Links:

SIMBA GM Sponsored Class Listing

SIMBA GM Sponsored Class Listing