9.2 PI Change
Purpose: Use this document to change PI in an Award Profile.
Audience: Finance/Grant Fiscal Staff.
You must have at least one of these local college managed security roles:
- ZC Awards Processing
- ZZ Awards Processing
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
PI Change
PI stands for 'Principal Investigator' which is the person who is responsible for the design, conduct, and reporting of grant activities, also known as a grant program manager. If you need to add a new Grant PI ID, please submit a ctcLink Service Ticket with the PI's first and last name, and EMPLID number. If the PI is new to your college, please ensure the individual is set up as an employee in ctcLink before requesting they be set up as a grant PI.
Change PI for an Award
Navigation: NavBar > Navigator > Grants > Awards > Award Profile
- On the Find an Existing Value tab of the Award Profile search page, enter or select the Business Unit.
- Enter or select the appropriate Award ID.
- Select Search. The Award Profile page is displayed.
- On the Award Profile page select the looking glass next to the Award PI field to select the new PI from the eligible PI list.
- Select the Additional Information link. The Additional Information page will display.
- On the Additional Information page, enter an appropriate comment in the Comments field. This example uses PI Change.
- Select the Return To Award Profile hyperlink.
- Select Save.
Change PI for a Project
Note: Repeat this section for all projects in the Award if the PI has changed for all projects.
Navigation: NavBar > Navigator > Grants > Awards > Project
- On the Find an Existing Value tab of the Project General search page, enter or select the Business Unit.
- Enter or select the appropriate Project.
- Select Search. The Project General Information will display.
- On the General Information tab of the Project General Information page, select the Project Team link. The Project Team page will display.
- On the Project Team page, select the Team tab.
- Select the EmplID link for the current PI. The Team Detail tab will display for this employee.
- On the Team Detail tab, uncheck the Project Manager checkbox associated with the original PI.
- Change the End Date for the original PI to the date the PI change took place.
- Select Save.
- Select the Team tab.
- On the Team tab, select the plus sign [+] to add a new row. The Team Detail tab will display again.
- Select the Employee ID associated with the new PI.
- Select a Project Role equal to PI.
- Select the Project Manager checkbox.
- Enter the Start Date when the PI change will take place.
- Enter the End Date when the project is scheduled to end.
- Select Save.
- Select the Team tab.
- Review the new employee record for the new PI and insure that the Project Manager checkbox is checked.
- Note that the Project Manager checkbox for the former PI is NOT checked.
- Complete the Change PI for a Project section of this QRG for each project in the award that has a new PI.
- Process complete.
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