Skip to content
CSDE News & Events

UWFT for Principal Investigators

Posted: 5/30/2023 ()

As you are all well aware, UW is making the transition to a new financial management system – fondly called UWFT!  The Office of Research has worked closely with the UWFT team to put together some guidance for Principal Investigators.  In what follows, you can see some of the highlights, links to resources, and key dates that you should know.

As the transition to Workday Finance approaches in July, here are some new, and not so new, processes and systems for the work of Principal Investigators.  UWFT for Principal Investigators offers an overview of changes and new systems.  Included on that page are PI Training Resources, along with guidance on when/whether to take specific courses within Bridge LMS.

 

For the most part, faculty activity and effort will not fundamentally change.  However, PIs should be aware of the following changes taking effect in early July 2023:

  • SAGE Budget will be required at the time of the award.  Award preparers can create Award Setup Requests and monitor these requests via the new SAGE Awards feature.
  • eFECS and the Grant and and Contract Certification Report (GCCR) are both being replaced by the Employee Compensation Compliance (ECC) system.
  • PIs will need to approve sub recipient invoices on a bi-monthly basis using Workday.
  • PIs, along with Grant Managers, will need to identify specific funding sources to meet cost share, including faculty effort cost share, at the time of award.

Important grants-related dates coming up:

  • 5/31: submit Advance Budget Request for awards anticipated with start date between 6/09 and 8/01 to minimize impact of transition delays
  • First Week of June: Purchasing requests needed for this fiscal year.
  • 06/07: The last day to submit Advance Extension Requests and No-Cost Extension or Temporary Budget Extension Requests for awards that end between 6/09 and 8/01.
  • 6/09-7/06: No new awards ill be setup; award set-up through July ill be slow.
  • 6/13: Last day to submit Advance Budget Requests to GCA.
  • 6/05-7/0: Temporary process for sub award requests or modifications.
  • 6/13-7/7: Subaward invoices received in Ariba will need to be re-entered into Workday after 7/7.  Reach out to suppliers for invoices in advance, and close Blanket Purchase Orders (BPOs) no longer needed.