August 14, 2024
SAGE Features & Prioritized Issues
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Updated August 14, 2024
Features Now Available
SAGE-to-Workday Integrations
Award Integration When an Advance Exists
- Status: Released 8/7/2024: When an Award Setup Request (ASR) is routed to GCA and an award in Advance Spend status already exists in Workday, SAGE now sends the remainder of the award setup data to Workday. This integration will reduce manual entry for GCA and expedite processing of new awards from an existing advance.
Allow GCA to Select Award Lines to Integrate to Workday
- Status: Released 8/7/2024: When transitioning from an award in Advance Spent status to a fully setup award in Workday, GCA may now use the associated ASR to select which SAGE Budget worksheets should integrate as award lines in Workday. This prevents duplicate lines from being set up when multiple award lines already exist. When an award in Advance Spend status does not already exist, all award lines will be integrated by default.
Note: This feature is visible within SAGE Central for OSP and GCA only.
SAGE Budget to Workday Award Plan
- Status: Released 2/29/2024 – To assist GCA with workflow and backlog reduction, the SAGE Budget data associated with an Award Setup Request now integrates to Workday Award Plans. This saves GCA time spent manually entering these details.
Advance Request Updates
Advance Request Layout Changes
- Status: Updated 8/7/2024: The Advance Request function has been updated to align its layout with the Award Setup and Modification Requests to improve the user experience and support future integrations.
Advance Request Miscellaneous Updates
- Status: Released 8/7/2024: GCA can now add attachments to the Advance Request
- Status: Released 8/7/2024: Help text has been added to the renewal advance to prompt users to add worktag related information to the request
Award Section Updates
Display Workday Budget Totals by Object Class and Ledger
- Status: Released 8/7/24: All ASR users can now see the object class, ledger names, and totals within the Budget and Lines section. This represents the amounts by object class that will be sent to Workday via integration to establish the Workday Award Plan. Users may also customize their display to view or hide the object class/ledger or award line details.
Label change to highlight the Filter by Principal Investigator in the Awards Request List
- Status: Updated 8/07/24: This filter label has been changed from “By Department/Cost Center” to “By Principal Investigator” since the PI filter is the only one available for this section at this time. Searches can be refined by selecting additional status filters.
ASR and MOD Character Limit Increase for Return Comments
- Status: Released 4/11/2024 – When reviewers return ASRs or MODs to campus, they now may enter up to 1,000 characters when adding comments for return reasons.
Award Email Notification Content Updates
- Status: Released 4/11/2024 – Notification formats for ADVs, ASRs, and MODs have been updated to provide clarity on when action is needed and by whom.
Various Fixes to Sync of Data between SAGE and Workday
- Status: Released 4/11/2024 – The sync of data between SAGE and Workday was updated to capture a more complete set of awards from Workday, and missing PIs and awards.
SAGE Budget Updates & Fixes
Budget Navigation & Snapshot Help Text Updates
- Status: Released 4/11/2024 – Within SAGE Budget, the left navigation menu text of an open budget has been updated from “History” to “Snapshots & History.” Once selected, additional help text clarifies the use of snapshots for Award Modifications.
Improved Performance on Large, Complex Budgets
- Status: Released 4/11/2024 – Technical improvements have been made to decrease the time it takes to load and save large, complex SAGE budgets, improving SAGE stability by reducing timeouts experienced by users.
Fix: Worksheet Custom F&A Saving Issue
- Status: Released 4/11/2024 – Users were at times experiencing long wait times when saving custom F&A settings. This issue has been resolved.
Performance Improvements
Subawards
- Status: Released 4/11/2024 – Subaward performance improvements have been implemented to decrease the processing time required to open and submit subawards.
Applications Tasklist
- Status: Released 3/18/2024 – The SAGE Central Applications Tasklist has been updated to improve performance and add to the SAGE stabilization efforts.
Miscellaneous Improvements
Fix: eGC1 Advanced Search – Personnel and Role Type search
- Status: Released 8/7/2024: Searching by personnel lookup and role type on the eGC1 Advance Search is now functioning as expected
Fix: SAGE Central Application Tasklist Column Sorting
- Status: Released 8/7/2024: OSP can now perform sorting of their application tasklist columns at the secondary and tertiary levels.
PI Escalation Remediated on eGC1
- Status: Released 4/11/2024 – When PI Escalation is selected on an eGC1 Certify & Route page, the reviewer for the Cost Center Receiving Funding is now able to approve the eGC1 on the PI’s behalf in their absence.
Preliminary Benefit Rates Updated
- Status: Released on 3/18/2024 – The new preliminary benefit rates are now available in SAGE Budget for use in proposal and award budgeting
New Features Coming Soon
New features and infrastructure improvements are coming to SAGE throughout 2024. Updates will be shared here and at MRAM on how the SAGE team is addressing the following priorities:
- Improving OSP and GCA’s workflow to reduce backlogs. Targets include:
- Automating OSP Assignments for eGC1 and award requests
- Improvements targeting reducing returns
- Modification request enhancements
- Subaward request enhancements to identify related Workday grant, ASR or MOD request links
- Grant Runner maintenance and FORMS-I
- Address high-priority support, maintenance, and remaining Finance Transformation remediation
Fixed Issues
For a full list of issues fixed since UW Finance Transformation, visit the SAGE Release Calendar.
Questions?
- For questions about SAGE, please contact sagehelp@uw.edu.
- For questions on award terms and conditions, budget extensions, award changes, subawards, and other sponsor-related questions, reach out to the Office of Sponsored Programs (OSP) at osp@uw.edu.
- For questions on award information in Workday or financial terms and conditions, contact Grant & Contract Accounting (GCA) at gcahelp@uw.edu.
- For full technical release notes, view the SAGE Release Calendar.