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December 20, 2023 SAGE Suite Release Notes

December 20, 2023

Contents

Features and Fixes

SAGE Awards

New Data in the Award Request List

The following data has been added to the Award Requests List, for quick, at-a-glance context around each request:

  • Short title (added for Modifications; already exists for Awards)
  • eGC1 (added for Modifications; already exists for Awards)
  • Cost Center ID (added for Award Setup Requests; may not appear for Modifications)
  • Principal Investigator
  • Workday Award ID
  • Sponsor Name
  • Prime/Originating Sponsor Name

Filter Enhancements in the Award Requests List

The following enhancements for filtering the Award Requests List improve performance and provide more filter-by options:

  1. Award Filter Buttons
    • To improve performance when selecting award filters, users now need to select the new “Apply Filters” button at the top of the Filter Requests sidebar in order for the filtered results to display. Users can also remove all filters by selecting the new “Clear Filters” button
    • awards filter apply and clear buttons
  2. Filter by Award ID
    • Users can now filter the Award Requests List by Workday Award ID to see all Award Setup, Modification, or Advance Requests (ASRs, MODs, and ADVs) for a given award. This is helpful in confirming if a request has already been started, or to quickly monitor outstanding items for a particular award.
    • Note: When filtering by Award ID, users will only see items that they have permissions to view per the “Access and Roles” section. When searching for a given award, users will see all results, though they will only be able to view items they have access to.
    • Note: There is a known bug where recently processed ASRs may not display the Workday Award ID in the Award Requests List.
  3. Filter by Principal Investigator (PI)
    • Users can now filter the Award Requests List by PI. This allows users to view all requests (ASRs, MODs, and ADVs) for the selected PI.

filter by award id or principal investigator

Workday Awards Now Sync to SAGE

Workday awards are immediately available in SAGE for users to create subaward and MOD requests once the new ASR or ADV is processed in SAGE. The data sync also backfills data from converted awards and awards processed prior to this release.

SAGE Advances

Update: Status Filter for Processed Advances is Reactivated

The “Processed” status filter found on the Advance Tasklist is now reactivated for users. To protect system stability, the filter had been temporarily deactivated while performance improvements were pending.

SAGE Budget

Budget Export Fields Added

Cost Center, Security Grant Hierarchy, and worksheet-level Principal Investigators have been added to SAGE Budget exports. When budget exports are attached to MODs, these details will help GCA with the required setup in Workday.