• • Linking a SAGE Budget to a Modification Request

• Budget:  
  • F&A rate for industry sponsored clinical trials will now default to 35% where applicable, based on worksheet F&A settings.  
• Tech Necessary:
  • Certificate update for upcoming expiration
  • Angular upgrade (partial) for end of life software

• Award Setup Request:
  • Fix: Primary award lines were at times not showing in correct sort order
  • Fix: ASR return button was not showing at times for OSP and GCA
• Tech Necessary:
  • Improvements made to SAGE logout functionality for added data security

• Budget: PDC default rate updated to 33%
• Budget: Performance improvements for Other Costs in-line entry
• Budget: Manual calculation beta feature
  • Allows users to choose to initiate budget totals recalculation manually, thereby speeding of budget entry
• Award Setup Requests  
  • Fixed issues where some award lines were not selected for integration by default
  • Fixed issues where some period selection changes were not being retained when budgets were updated
• Subawards
  • Fixed issue where some grants were not returned in search results on requests

• Various infrastructure and configuration updates to improve system performance

SAGE Maintenance

• Fix: Advances with blank award preparers were not properly changing status to Processed. The system now looks only for presence of Advance Preparer at time of processing.
• Fix: eGC1 PI change error when the PI was already listed in personnel. Users will now see guiding message instead.

• Improved Grant Runner performance for applications with large connected budgets

Goal: Address High Priority Maintenance Needs

• Fix: Missing F&A details on SAGE Budget exports

• Fix for missing validation on ASR submit when the award preparer is blank

SAGE Stabilization

• Improvements to ASRs & ADV performance

• Update OSP Assignment routing to expedite eGC1 and award request processing

• Ongoing production support troubleshooting and updates to reduce occurrences of system outages
• Incremental improvements to performance in key areas reported by users to be problematic post-launch

• Information Added to Modification Request

Goal: Address High-Priority Maintenance Needs

• IBS Calculation Updates in SAGE Budget

Goal: Add Clarity and Reduce Returns for Campus

• New Award Setup Request Validations
• Award Setup Request Start & End Date Label Changes

Goal: Address High-Priority Maintenance Needs

• eGC1 Compliance Question Updates
• SAGE-to-Workday Integration
• Miscellaneous Maintenance

Goal: Improve Flow of Work for OSP & GCA

• Subaward Request Changes
• Auto-Assignment of ASRs and MODs to OSP Staff

Goal: Address High-Priority Maintenance Needs

• eGC1: New Link to MyResearch Training Transcript
• FIDS: Malign Foreign Talent Recruitment Program Attestation

Goal: Improve Flow of Work for OSP & GCA

• Request Amount Added to Modification Request
• Subcategory Selection Added to Modification Request

Goal: Address High-Priority Maintenance Needs

• eGC1 Reviewer Navigation to Contacts and Attachments
• Global Edit and SAGE Read-only Role Access to eGC1s through Approvals

Goal: Address High Priority Maintenance Needs

• Grant Runner: NIH Error-Checking and PDF Generation Restored
• Grant Runner: Forms-I Now Available

Goal: Add Clarity and Reduce Returns for Campus

• Improve Awards Search by Application

Goal: Improve Flow of Work for OSP & GCA

• Automation of OSP eGC1 Assignments

Goal: Add Clarity and Reduce Returns for Campus

• ASR: New Campus Validation for Sponsor Total and Budget Total Match

Goal: Address High Priority Maintenance Needs

• Fix: Missing Award List Items for Newly Added Contacts
• Fix: Missing Principal Investigators on Award Requests List
• Award Permissions Updates

Goal: Improve Flow of Work for OSP & GCA

• Integration: Update Periods on Award Corrections
• ASR: Add GCA Field Validations
• ASR: Display F&A Rate Agreement Base Type When Entering F&A Cost Rate Type

Goal: Add Clarity and Reduce Returns for Campus Users

• ASR: Improved Hint Text for Cost Center, F&A Cost Rate Type, and F&A Rate Agreement Fields
• SAGE Budget: Improved Hint Text for Cost Center and Security Grant Hierarchy Fields
• SAGE User Guides Revisions:
  • Awards Supporting Attachments
  • Awards Comments & History
  • ASR Budget & Award Lines

Goal: Address Critical Maintenance and Support

• Subawards Fix: Missing Sponsor Data on Subawards
• Advance & ASR Fix: Reviewer Difficulty Opening Advances When a Related ASR Exists

• SAGE-to-Workday Integrations
  • Award Integration When an Advance Exists
  • Allow GCA to Select Award Lines to Integrate to Workday
  • Display Message for GCA for Award Setup Requests for Advance Spend Awards
• Award Setup Requests
  • Display Workday Award Number in Header
  • Display Workday Budget Totals by Object Class and Ledger
  • Customize View for Budget and Award Lines Section
  • Fix: Erroneous Validation Messages on Award Setup Requests
• Advance Requests
  • Advance Request Form Changes
  • Renewal Advance Form Help Text Update
• Award Requests List
  • Label Update for Filter by Principal Investigator
• eGC1/Applications
  • Fix: Applications Tasklist Sort in SAGE Central Not Working Properly
  • Fix: Personnel and Role Type Search Not Working Properly in SAGE eGC1 Tasklist

• SAGE eGC1
  • PI Escalation Process Remediated
• SAGE Budget
  • Budget Navigation & Snapshot Help Text Updates
  • Improved Performance on Complex Budgets
  • Fix: Worksheet Custom F&A Saving Issues
• SAGE Awards
  • Character Limit for Return Comments Increased
  • Fix: Missing Workday Awards Synced to SAGE
  • Fix: Award PI Not Displaying on the Award Requests List
  • Fix: Changing the Award Preparer Blocks ASR Resubmissions
  • Fix: Ad Hoc Award Reviewer Events and Comments Not Saving
• SAGE Subawards
  • Subaward Performance Improvements
• SAGE Central
  • Funding Entity Name Default in Admin Actions
• Email Notifications
  • Award Notifications Updated
• Miscellaneous Maintenance
  • SAGE No Longer Sends $0 Rows to Workday Plans
  • Error Handling Updated for Dependent Services
  • Required Security Updates

• SAGE eGC1
  • Updated Routing Rules for eGC1 Approvals
• SAGE Budget
  • FY2025 Preliminary Benefit Rates Available
• SAGE Advances
  • Workday Award ID Added to Advance Request Header
• SAGE Central
  • Tasklist Performance Improvements (Released 3/11/24)
  • Royalty Research Fund (RRF) Application Scoring Updates
• Miscellaneous Maintenance
  • Load Reduction on HRP Web Service

• Help text updates for ASR supporting attachments
• SAGE Budget integration to Workday Award Plans
• Award Setup and Modification Request label updates for clarity and guidance
• SAGE Budget alerts for subawards and various fixes
• SAGE Central (OSP & GCA only)
  • Award Setup Requests display of Workday ledger, object class for budget details
• Admin Actions fixes (OSP)

• SAGE
  • Award Request List Filters
  • Award Search Update
  • Budget Alert & Validation for 03-62 (subaward) Line Entries

•  SAGE
  • Additional data available in the Award Requests List
  • Added filter by Award ID and filter by PI
  • Sync of current and past Workday awards to SAGE
  • “Processed” status filter for Advances reactivated
  • Additional fields added to SAGE Budget export
• SAGE Central
  • Changing sponsor on non-award agreements issue fixed

• Fixes and Features
  • SAGE Awards
  • SAGE Advances
  • SAGE Budgets
• Infrastructure Improvements

• Help text updates for PI data in SAGE Budget
• Award Lookup in Subawards
• Holds on Award Setup (ASR) and Modification (MOD) Requests
• Required Fields on Award and Budget Setup
• Miscellaneous Maintenance
• User Interface Design Component Updates

• Search in Award Requests List
• Change the Linked SAGE Budget from an Award Setup Request
• Grant Runner Updated with FORMS-H
• Additional Maintenance and Fixes

• SAGE users can delete modification request when created in SAGE in Composing status, but not modification requests created by OSP in SAGE Central and sent to Campus to complete (even though status is in Composing).
• OSP can delete modification requests when created in SAGE Central in OSP Setup status.
• Ability to change an incorrectly connected eGC1 or Budget on Award Setup Requests
• Campus users will not be able to delete a SAGE Budget that is connected to an ASR
• Modification requests will display in the Award Request List based on the Award
  Application (eGC1) Contacts & Access page.
• Ad hoc reviewers of Award Setup Requests (ASRs) can now view, open and approve ASRs in their request list
• SAGE Budget rounding error correction

• Modification Request Validations: The following validations have been added to Modifications to ensure the form is completed correctly:
  • A message will display on the “Review & Submit” section to confirm the Award Preparer is added to the “Access & Roles” section.
  • A gray check mark will display next to each section of the Modification that has been completed.
• Users Able to Approve Advances: Previously, campus approvers were unable to approve advances when a newly created eGC1 included only the Cost Center, and the Organization Code (Org Code) did not exist. This fix allows these Advances to be approved by department approvers.
• Approval Workflow Now Generates Correctly When Award Preparer Is Added: Approval workflows for Award Setup Requests and Modifications were not generating correctly when an award preparer was added to the eGC1 after the Office of Sponsored Programs (OSP) had created the Award Setup Request or Modification. Campus users can now refresh the Approvals page to generate the correct approval workflow so that the Award Setup Request or Modification can be submitted.
• Deletion of OSP-Initiated Award Setup Requests: As noted in a previous announcement, Award Setup Requests initiated by OSP cannot be deleted by campus users in order to prevent accidental loss of OSP work.
• eGC1 Search Fix: When searching eGC1s in advanced search, duplicate eGC1 search results have been removed.
• Advance Budget Extension Request End Dates: An issue with Advance Budget Extension requests where the end date was not calculating correctly has been fixed.
• Budget Display for Award Setup Requests: When searching for budgets to connect to an Award Setup Request, SAGE will display only budgets that are not already connected to an eGC1 or Award Setup Request.

• Award Modifications (MODs): Campus and OSP can create and route Award Modification Requests
• SAGE Central: Filter Award Request List by OSP and GCA individual and/or team assignments

• Award Setup Requests
• Cost Centers
• SAGE Central
• UW Centralized Sponsor & Donor Data

• HR/Payroll Web Service Update
• FCOI Label Updates in FIDS

• Grants.gov Cipher and Cloud Migration Transition
• Adjustments to Financial Conflict of Interest (FCOI) Labels

• A technical infrastructure release only to upgrade the .NET Framework to version 4.8, across the SAGE Suite.
• This update is necessary to keep the infrastructure stable, secure, and covered under Microsoft support plans.