Budget Template - Personnel

Office of Sponsored Programs Author

08/14/2025 Added

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A walk through of the Personnel tab in the Sponsored Programs budget template

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[00:00:00.000]In this video, I'll walk
[00:00:04.230]through the personnel sheet.
[00:00:06.000]This sheet is where
[00:00:06.720]you'll enter all UNL personnel
[00:00:08.700]including faculty, postdocs,
[00:00:10.920]graduate students,
[00:00:11.880]undergraduate students, and any
[00:00:13.810]other personnel that will be
[00:00:15.390]involved in the
[00:00:16.320]project and are currently or
[00:00:18.490]will be employed by UNL. The
[00:00:20.810]personnel sheet is
[00:00:22.140]broken down into four different
[00:00:23.700]sections that we'll be going
[00:00:25.070]through in more
[00:00:25.880]detail. The first section is
[00:00:29.730]senior personnel. This section
[00:00:32.130]is generally for
[00:00:33.240]faculty involved in the project.
[00:00:35.520]The first step is to select a
[00:00:37.260]role from the
[00:00:38.120]blue drop-down cell. Roles
[00:00:40.550]include PI, co-PI, co-investigator,
[00:00:43.520]and other senior
[00:00:44.480]personnel. Once you select the
[00:00:46.760]role, you'll notice that
[00:00:48.620]another line is added.
[00:00:50.180]This template allows up to 20
[00:00:52.290]senior personnel. Once you
[00:00:54.420]select a role,
[00:00:55.580]you can add a name, suffix if
[00:00:57.790]desired, base salary, and
[00:01:00.130]appointment type, either
[00:01:02.000]9 or 12 months. Once the
[00:01:04.400]baseline information is added,
[00:01:06.710]you can enter the
[00:01:07.460]amount of effort in the
[00:01:08.550]appropriate column: calendar,
[00:01:10.640]academic, or summer
[00:01:12.080]months. If the person's
[00:01:13.860]appointment type is 12
[00:01:15.620]months, calendar would be the
[00:01:17.470]appropriate column. If the
[00:01:19.250]person's appointment type
[00:01:20.840]is nine months, effort would
[00:01:22.630]need to be either academic or
[00:01:24.350]summer months.
[00:01:25.280]We'll talk about the additional
[00:01:29.000]information to the right of the
[00:01:30.480]effort in
[00:01:30.980]just a little bit. The second
[00:01:32.830]section is other personnel,
[00:01:35.160]which allows up to 30
[00:01:36.320]lines. This section has a
[00:01:38.160]variety of roles included in it,
[00:01:40.230]including postdocs, secretarial,
[00:01:42.260]clerical, technician,
[00:01:44.030]programmer, and other. These
[00:01:46.280]roles are very important
[00:01:47.720]because what is selected
[00:01:48.920]here drives where they will be
[00:01:50.730]included in the output budgets.
[00:01:52.910]Again, you'll have a spot for a
[00:01:54.980]new job. If not known at the
[00:01:56.530]time of the proposal, you can
[00:01:57.880]put in TBD. Next, you'll
[00:02:00.560]need to fill in the base salary,
[00:02:02.450]appointment type, and effort as
[00:02:04.940]noted previously in the
[00:02:06.320]senior personnel section. The
[00:02:07.720]third section is for graduate
[00:02:10.400]research assistance, which
[00:02:11.900]allows
[00:02:12.200]up to 10 different GRA rates.
[00:02:14.020]Within this section, there are
[00:02:15.660]two roles. One is just
[00:02:17.600]GRA, and the second is GRA
[00:02:19.510]chemistry. The reason for this
[00:02:21.970]distinction is that UNL limits
[00:02:24.250]GRA
[00:02:24.680]effort to 0.49 FTE. The
[00:02:27.020]Department of Chemistry limits
[00:02:29.220]it further to 0.4 FTE. This
[00:02:32.180]will come into
[00:02:32.660]play later on in this series
[00:02:34.120]when we discuss the budget
[00:02:35.520]output options. Again, you'll
[00:02:39.200]have a spot
[00:02:39.620]for a name. If not known at the
[00:02:41.700]time of the proposal, you can
[00:02:43.700]put in TBD. The next cell is
[00:02:45.860]the
[00:02:46.100]annual salary. The effort for
[00:02:47.930]the GRAs is a little different.
[00:02:49.800]Here you'll enter the number of
[00:02:51.680]GRAs.
[00:02:52.280]One GRA is equivalent to a full
[00:02:54.380]GRAs is equivalent to a full
[00:02:54.380]year's salary. The next cell is
[00:02:54.380]the annual salary. The effort
[00:02:54.380]for the
[00:02:55.310]GRA appointment, typically 10
[00:02:56.570]or 12 months. If the GRA will
[00:03:00.020]not
[00:03:00.200]work on the project the full
[00:03:01.940]year, you can enter decimals in
[00:03:03.980]this cell. For example,
[00:03:05.900]if you'll have one GRA work the
[00:03:08.530]full year and a second working
[00:03:11.180]only one semester,
[00:03:12.440]you can enter 1.5 GRAs here.
[00:03:15.380]The fourth and final section in
[00:03:18.800]the
[00:03:18.920]personnel sheet is
[00:03:19.890]undergraduate students. Within
[00:03:21.710]this section, there are two
[00:03:23.160]roles: undergraduate
[00:03:24.080]student and undergraduate
[00:03:25.730]student summer. The difference
[00:03:27.830]between the two is the fringe
[00:03:29.600]benefit
[00:03:30.020]rate that is calculated. Full-time
[00:03:32.180]undergraduate students would
[00:03:33.940]not have any fringe benefits
[00:03:35.660]budgeted. If the students are
[00:03:37.560]not full-time, typical during
[00:03:39.450]summer appointments, then we
[00:03:42.200]would budget a small amount for
[00:03:44.320]benefits. Next is the spot for
[00:03:46.520]names. This would
[00:03:47.960]typically be TBD. The next cell
[00:03:50.050]is a little different because
[00:03:51.930]it is an hourly rate instead
[00:03:53.780]of salary. Next would be the
[00:03:56.110]effort. For these undergrads,
[00:03:58.760]we should list the effort as
[00:04:00.740]the
[00:04:01.040]number of hours per student and
[00:04:02.970]the number of students. This
[00:04:04.910]section allows up to five lines,
[00:04:06.800]and each can have a different
[00:04:08.410]hourly rate. To the right, we
[00:04:11.120]can see the option to include
[00:04:12.920]or remove the annual increase
[00:04:14.450]that was listed in the start
[00:04:15.850]here page.
[00:04:16.580]The default is to include the
[00:04:18.860]increase for all personnel, but
[00:04:21.510]you can enter "in" if you want
[00:04:23.480]to remove it for a specific
[00:04:25.520]line. Fringe rate fields
[00:04:27.650]default to standard UNL
[00:04:29.420]estimates. These
[00:04:30.980]are unlocked in case the
[00:04:32.440]sponsor limits it or the
[00:04:33.900]estimate is way off, but in
[00:04:35.950]general,
[00:04:36.860]these default estimates should
[00:04:38.650]be used. A little further to
[00:04:40.280]the right, you will see the totals
[00:04:42.320]for
[00:04:42.560]each person are listed by year,
[00:04:44.600]and the sum of each year is
[00:04:46.200]totaled at the bottom.
[00:04:47.900]I hope this was helpful for you.
[00:04:50.050]Check out the other videos in
[00:04:51.880]this series for in-depth
[00:04:53.180]instructions on other sheets,
[00:04:54.840]as well as general tips for
[00:04:56.210]using the budget template workbook.

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Budget Template - Personnel

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