This will bring you to the setup screen (see the screenshot below), where you can enter required and optional demographic and sponsor information about your budget. Enter the required information (indicated by an *), and fill in the optional information if you currently have it.
Additionally, you can attach any relevant documents to this budget from this screen. Some people use this feature to attach previous or draft versions of the budget to the current budget on which they are working (as a type of version control). You can add as many attachments as you wish.
To choose the appropriate PI, click on the “Find PI” button. This will bring up a list of all PIs that you currently have access to create budgets for.
You can search on a PI by name, partial name (for instance %mc% would return McAffe, McCabe, McCall, etc). When you find the PI you are looking for, click on the PI’s name and he/she will be automatically populated in your budget.
To find your sponsor, use the “Find Sponsor” button. A list of known sponsors will appear. Search through the list either by letter or by partial match (%Glax% will return GlaxoSmithKline, Glaxo Welcome, Boston Health Alliance (Glaxo Welcome), etc. If you can’t find your sponsor on the list, search for “Pending”. Use the sponsor of “Pending” as a place holder, contact the help desk at 617-424-4175, and we can add the sponsor for you.
Once you have completed choosing the PI and Sponsor and you have filled out all other information, click on the Save Button on the bottom of the screen. It is important that you save the budget whenever you make any changes. Once you have saved your budget, go on to the Staffing Tab by clicking on it.