PI Change - 31f

Purpose:  Use this document to change PI in an Award Profile.

Audience:  Finance Staff

Navigation:  Main Menu > Grants > Awards > Award Profile

  1. Select Business Unit - WAXXX
  2. Select the appropriate Award ID.
  3. Select Search.
Find an Existing Value tab

The Award Profile is displayed.

  1. In the Award PI field, select the new PI from the eligible PI list (use look up icon/magnifying glass if needed).
  2. Select the Additional Information hyperlink.

The Additional Information page is displayed

  1. Select the Return To Award Profile hyperlink.
  2. Select Save.
Return to Award Profile hyperlink
  1. Click Save.

Navigate to the Projects General page:  Grants > Award > Projects

  1. In the Business Unit field, select WAxxx (college number).
  2. Enter Project ID or use lookup.
  3. Select Search.
Find an Existing Value tab

The Project General Information page is displayed.

  1. Select the Project Team hyperlink at the bottom of the page.
General Information tab

The Project Team page is displayed.

Team tab

 

  1. Select the Team Detail tab.
  2. Uncheck the checkbox (Project Manager) associated with the original PI.
  3. End Date: change the end date for the original PI to the date the PI change took place.
  4. Plus sign (+): Select the Add a New Row icon to enter new employee records.
  5. Employee ID: Select the employee ID associated with the new PI.
  6. Project Role: Select a Project Role equal to PI.
  7. Project Manager: Check the Project Manager check box.
  8. Start Date: Enter the date when the PI change will take place.
  9. End Date: Enter the date when the project is scheduled to end.
  10. Select Save.

 

Note: Repeat from Step 1 for all projects in the Award if the PI has changed on all projects.

Team Detail tab

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