Tag Archives: Tasklist


This page displays subawards on which you are

  • Subaward Preparer
  • Financial Contact
  • UW Principal Investigator
  • Assigned Read/Write access

The list displays the subawards from newest to oldest.

You can filter the list based on the status of the overall subaward or the latest subaward request.

You can also search for and view a subaward if

  • you have assigned Read Only access to the subaward
  • you are an owner (PI, contact, preparer) of the associated Funding Action’s parent eGC1
  • you have assigned read-write or read-only access to that parent eGC1.

my subawards search, status filter check boxes, and create new subaward button

The fields displayed are:

Field Description
Subaward Number System-assigned unique number; select to open the subaward
Subrecipient Name Institution receiving the outgoing subaward
Last Request Status Current status of the most recently created request. The arrow icon  arrow icon  appears if the request is in Withdrawn or Returned status.
Subaward Status Current status for the subaward
Subaward Start Date Starting date for the subaward
Subaward End Date Calculated end date of the overall subaward based on all requests in Active or Expired status
Total Subaward Amount Calculated amount of the overall subaward based on all requests in Active or Expired status
UW PI UW Principal Investigator’s Name
BPO Number The most recent purchase order number for this subaward request
FA Org Code (Funding Action) Organization associated with the award
eGC1 Number Application associated with the subaward
eGC1 Short Title Associated application’s short title

Filter the list

Use the filter check boxes to limit the list to subawards with the selected statuses. Your list will include any subaward whose latest subaward request status or subaward status matches the selected ones.

my subaward page status filters

The first set of check boxes are for the status of the latest request. By default, the system selects all of these check boxes.

The second set is for the subaward’s status. By default, the system selects just Active and Expired.

You can use the Select All and De-Select All links for each status set to easily adjust your list. See the Subaward and Subaward Request Statuses article for status definitions.

Search for Subawards

Use Search to quickly find a subaward. Enter a search term in the text box, use the drop-down menu to include All Subawards or just My Subawards, and then click Search.

You must enter at least one character to search.

search box, my or all choice, search button, clear search link

The results will include any subaward with a value that matches your search term for these columns:

  • Subaward Number
  • Subrecipient Name
  • Subaward Start and End Date (MM/DD/YYYY)
  • Total Subaward Amount (matches exact amount)
  • UW PI
  • BPO Number (only the most recent value is searched)
  • FA Org Code
  • eGC1 Number
  • eGC1 Short Title

For example, if you search for “555” your results would include Subawards with a Subaward Number of SC555 or SC12555, or an FA Org Code or eGC1 Number that included the value.

The Subaward Number is a clickable link depending on your permissions to access that subaward.

Note: the status check boxes selected also affect the search results.

Select the Clear Search link to refresh the tasklist and display only your subawards.

Create New Subaward

Select the Create New Subaward button, on the upper right of the page, to start the process of creating a new subaward.


You can locate budgets to which you have direct access, as an owner, or with read-only or read-write access permissions, on the My Budgets page. The following image shows the My Budgets tab with several features numbered, which are described below.

My Budgets page tasklist

From this page, you can

  1. Filter the list.
  2. Sort the list by any single column.
  3. Do an Advanced Search.
  4. Create a New Budget.

By default, the most recently modified budgets appear at the top of the list.

The information displayed for each budget includes:

Field Description
Working Title The name of the budget (entered in Step 1 of the creation process). Click on the name to open the budget.

Note: the Working Title is not the same as the eGC1 Short Title, which is the name associated with the budget number.

Ref # The unique reference number assigned by the system to the budget when you create it. Budget numbers begin with the letter B.
PI The person you have designated as the Principal Investigator (PI) for this budget. This column will be blank if you have not designated a PI.
Budget Status There are three possible values:

  • Created – you started the budget creation wizard, but didn’t complete it. When you open the budget, it will display Step 1 of the wizard. Any data you had entered previously will display.
  • In Progress – you completed the budget creation wizard. When you open the budget, the worksheet will display.
  • Linked to eGC1 – you completed the budget creation wizard. When you open the budget, the worksheet will display, and the eGC1 number will display for the linked period.
Created The creation date of the budget.
Modified The date when the budget was last changed.
Last Modified By The person who made the most recent changes to the budget.
eGC1# The number(s) of the eGC1(s) which are linked to this budget. You can link a budget to multiple eGC1s.

Only 10 budgets display per page. When you have more than 10 budgets on the list, page navigation numbers appear at the lower right. Click a page number to see the items on that page.

Filter the List

You can use the Select Budget where feature to temporarily filter your list of budgets. For example, you could list just those budgets with NEH as the Sponsor.

filtering the tasklist

Select a criterion from the drop-down menu and then enter a search value in the contains box. Click the Search button to display the results of the search.

Choices on the drop-down menu are:

Field Description
Budget Ref # Enter the entire reference number of a specific budget (with or without the “B”).
PI Last Name Enter at least the first two characters of the name.
PI First Name Enter at least the first two characters of the name. Use this field when searching for TBD personnel.
Working Title Enter at least three characters in the title.
Sponsor Name Enter at least three characters in the title.
Org Code Receiving Funds Enter at least the first three numbers of the code.
Created After (date) Enter a valid date (mm/dd/yyyy)
Created Before (date) Enter a valid date (mm/dd/yyyy)
Modified After (date) Enter a valid date (mm/dd/yyyy)
Modified Before (date) Enter a valid date (mm/dd/yyyy)

Once the results are returned, Clear search criteria link will appear to the right of the Advanced Search link. Click this link to remove the search criterion and re-display the full list of budgets.

clear search criteria on tasklist

To search for budgets by more than one criterion, use the Advanced Search.

Sort the List

To temporarily sort your list of budgets by the values in one of the displayed columns, click on the column heading, such as Budget Status. The list will sort in ascending (A to Z) order. If you click on the heading a second time, the sort will reverse (Z to A).


The My eGC1s page displays those eGC1s to which you have direct access either as an owner or through read-only or read-write permissions. The eGC1s are listed in order by Date Created with the newest one first.

My e g c ones page

The fields displayed in the list are:

  • eGC1 # – system assigned unique number – click this to open the eGC1
  • PI – Principal Investigator’s Name
  • Full Application Title
  • Sponsor Name
  • eGC1 Status – this field is linked, if the application is in other than Composing status.
    • When the status is Routing, In OSP, Withdrawn, Returned or Permanently Withdrawn, clicking the link will open the Approval Flow Graph for the application
    • When the status is Approved, Awarded, or Denied by Sponsor, clicking the link take you to the MyResearch funding page for the application
  • Date Created
  • OSP Need By Date
  • Application Type
  • Ready To Submit
  • Budget Number – number of the connected SAGE Budget, if there is one; selecting this number will open the budget in a new browser tab or window.

From the My eGC1s page, you can find and open an eGC1 by its number, filter the list by status, link to an Advanced Search and create new eGC1s.

Find and Open an eGC1 by Number

quick open by e g c 1 number

To use this feature, enter the number of the specific eGC1 (with or without the “A”) in the text box and click Open. The page will refresh and display the eGC1.

Filter the eGC1 List by Status

You can use the status checkboxes to select which items appear on your list. The list will be updated each time you check or uncheck one of the status boxes. For status definitions, see eGC1 Statuses.

The Select Composing, Select Routing, and Select All links will reset the status checkboxes to show only those items that match your choice.

e g c 1 status checkboxes

When you first display the My eGC1s page, only items in Composing status are displayed. If you don’t currently have any eGC1s in Composing status, you’ll see this version of the page.

page with no items in composing status

You can use the quick find-and-open feature, choose to view Routing items or all items, go to the Advanced Search page or create a new eGC1.

Link to an Advanced Search

Click the Advanced Search link to display a search page you can use to find eGC1s by various criteria.

Create a New eGC1

Click the Create New eGC1 button to open the wizard for creating a new eGC1 application.


The My Advance Requests page displays your existing advance requests. Your list will include only those advances where you have direct access as owner, or have read-only or read-write permissions.

By default, just those in “Composing” status display. You can adjust what appears on the list. The following image shows the My Advance Requests page.

my advance requests page

The advance requests display in descending order by Date Created, so the newest one is at the top of the list. To open an advance, click on its number.

You can use the status check boxes to select which item statuses you want to appear on the list. Statuses are Composing, Routing, In GCA, and Processed. There are also “select” links to easily adjust the list: Select Composing, Select Routing, or Select All.

Permission to access an Advanced Budget Request initially originates from the parent eGC1.

  • If you are an owner of the parent eGC1 or you have assigned access, you can open an Advance Budget Request for that eGC1.
  • If you are a Global Editor, you first need to have direct access to the eGC1 to create an Advance Budget Request. On the Approval Flow page, click on the View eGC1 link to open the eGC1. Then, on the Contacts & Assign Access page, use the Add Another User link in the Access section to add yourself with Read Write access.

The statuses for an advance request are as follows:

Status Description
Composing An advance request that was created, but not yet “Completed.”
Routing An advance request that has been “Completed” and is waiting to be reviewed by the office of Grant and Contract Accounting (GCA). The review will occur when GCA receives the signed paper copy of the advance.
In GCA An advance request that is being processed by GCA.
Processed An advance request that GCA has finished processing and assigned a budget number.

When GCA establishes an Advance Budget Number for a project, the system sends an email notification to the PI, eGC1 Administrative Contact, eGC1 Pre‐Award Budget Contact, and the Advance Administrative Contact. The budget number will also display in the column at the far right of the My Advances tasklist.

You can use the Advanced Search link to find advance requests that match specific criteria.

The Create New Advance button starts the process of creating a new advance request.


As a reviewer, once you have logged into SAGE, click on the Approvals tab to display the My Approvals page, which lists eGC1s that require your review and/or approval.

my approvals page

By default, the list displays all of the applications waiting for your approval or for you to mark as watched. You can change which statuses display by selecting additional check boxes, or the “Select Waiting” or “Select All” links.

The list is sorted with the newest (highest number) application first. To sort the My Approvals list by a specific column’s data, click on the column heading (for example: eGC1 Number or PI). Click again to reverse the sort.

To do a quick search, enter the eGC1 Number and click Open. If you have access to the application, it will automatically open to the Approval Flow Graph.

To search for applications using a combination of criteria, click the Advanced Search link.

The following fields displayed on the My Approvals page.

Field Description
eGC1 Number Select this to open the eGC1’s Approval Flow.
Icons A page icon indicates the eGC1 has attachments; an arrow icon indicates a Grant Runner eGC1.
PI The Principal Investigator for the application.
Short Title Identifies the project within the UW financial system (maximum of 22 characters).
My Approval Status Indicates where an eGC1 is in the routing process relative to you or your role.
My Approval Date The date that you or your role approved this eGC1.
Sponsor Deadline The deadline date for the Sponsor.
eGC1 Status Indicates where an eGC1 is in the routing process relative to the entire UW routing status. To filter the list by this status, click the View by eGC1 Status link.
Ready to Submit The response to the “Ready to Submit” question on the Certify & Route page of the eGC1.