Updating Principal Investigator (PI), Pre Award Administrator, or Post Award Administrator Professional Data:
Purpose: An employee must be designated as a Principal Investigator, Pre Award Administrator or Post Award Administrator on the Professional Data page before they can be selected on the Proposal and Award Profile. Employees designated as Principal Investigator are available for both the Proposal and Award Profile. Employees designated as Pre-Award Administrator are available on the Proposal, and employees designated as Post Award Administrators are available on the Award Profile.
The Grants Approver role has access to update the Professional Data information.
The system does not allow a user to update their own data.
Step 1: On the Financials homepage, click on the Grants tile.
Step 2: In the left pane, click the Professional Name & Address link.
Step 3: On the Find Existing Value tab, enter the Empl ID (user ID/DSW number) of the person you’d like to update and click Search.
Step 4: Under the Misc. Info section, select Eligible PI, Pre Award Administrator, and/or Post Award Administrator to make the employee eligible for selection on the corresponding fields on the Proposals and Award Profiles. Click Save.
Audience: Grants Approvers
Author: Camille Beaulieu
Version: v2