Required Principal Investigator Activities
Effective July 1, 2025, a new process has been developed to comply with OMB requirements for grant expense verification. The College of the Environment is in a pilot project for this new process, which involves specific departments and PIs. Once the pilot is completed, all PIs will use the new tool to verify expenses in partnership with Grant Managers. Please stay tuned for more updates.
Reports for Principal Investigators
One of the most simple ways to see the current budget and spend on your Grant is to simply type in the GR# of the grant in the search bar of workday and select the grant. There are four tabs (details, related worktags, roles, and “Grant Budget to Actuals”. This embedded report will show a PI their budget, spend, and encumbrances.
Dashboards for Principal Investigators
A short Video on setting up PI Dashboards
Important Links
Questions about SAGE? You can book appointments with experts:
SAGE Budget Appointments
General SAGE Help Appointments
SAGE Budget Appointments: https://outlook.office365.com/owa/calendar/ORISHelp1@cloud.washington.edu/bookings/s/NgtGGzrrJUa0nVyqE3PQlw2
General SAGE Help Appointments: https://outlook.office365.com/owa/calendar/ORISHelp1@cloud.washington.edu/bookings/s/O5gZ_riXuE2kR_tWbkE9Ew2