Tag Archives: Principal Investigator

This is generally the UW faculty or staff member submitting the application.  You must have a Principal Investigator (PI) on your eGC1. For additional information on who can be a PI, review the UW Research Personnel page.

Note: The person you select to be the PI must have the SAGE ASTRA role of PI. If not, you will see a dialog warning message. Each department manages who may be a PI. The PI must have the role before you can route the application for approval.

In the case of career development applications there could be a difference in the eGC1 PI and the PI on the sponsor’s application. See the article on the Application PI for more details.

To add the PI, select Look Up Principal Investigator and use the Personnel Chooser to search for the PI. You can enter all or part of the person’s name, or search by their UW NetID or Employee ID (EID). Some individuals have more than one appointment. Use the Academic Appointment Type and Unit information to pick the appropriate one for the project.

Once you add a PI, the Change the Principal Investigator? link displays.

principal investigator section example

Note: If your eGC1 has a connected SAGE Budget, read the SAGE Budget and eGC1 Shared Access Data page to learn how PI information is displayed.

Data for the PI comes from the UW Directory and Workday academic appointment or position information.

  • Name (legal) and Employee ID Number
  • Selected unit: The unit associated with the academic appointment or position selected when choosing the PI.
  • Title: Based on the academic appointment or position selected.
  • Primary unit: The unit associated with the PI’s primary position.
  • UW box number: The UW box number for the PI’s primary position.
  • Phone, Fax: The PI’s office phone and fax numbers, if available from the directory.
  • Cell Phone, Pager: This information is optional.
  • Email: The PI’s full campus email address from the directory.

If your project has one or more multiple PIs, see the Multiple PIs article on how to designate them.

This form page is for listing the PD/PI and up to 99 Senior/Key Persons.

Project Director/Principal Investigator

The basic data for the PD/PI is populated for the person you selected in the Wizard. If you need to change the PI or edit some of the information, go to the eGC1’s PI, Personnel, & Organizations page.

If the PI for the eGC1 is different than the PI for the Grant Runner application, use the Application PI role type on the eGC1’s PI, Personnel, & Organizations page.  The Application PI’s information will then populate the Key Person Expanded form.

If the directory data is incorrect, please ask the PD/PI to log in to Workday to make any necessary changes.

The following table describes the editable fields for the PD/PI.

Field Description
Credential, e.g. agency login Enter the eRA Commons login for the PD/PI. This is a mandatory field for NIH submissions.
Degree Type Enter the highest academic or professional degree earned or other credentials (for example, RN) for the Principal Investigator.
Degree Year Enter the year the highest degree or other credential was obtained.
Biographical Sketch Provide a biographical sketch for PD/PI, being sure to format it as described in the sponsor application instructions. For general attachment information, see eGC1 and Grant Runner Attachments.
Current and Pending Support Note: Unless otherwise required in a specific FOA, do not include this attachment for NIH and other PHS agency submissions. This information is no longer required at the time of application submission.

Attach a list of all current and pending support for the PD/PI (even if they receive no salary support from the project(s)) for ongoing projects and pending applications. Be sure to format it as described in the sponsor application instructions.

Senior / Key Person Profiles

Use this section to include the additional researchers on the project. For each researcher, you will need to add the same information as for the PD/PI.

To Add a Person

  • Click on the Add New Senior/Key Person Profiles button.
    • UW Personnel: In the expanded accordion, you can use the Look Up Person in UW Directory button to easily populate the majority of the fields for any UW employee. You can modify the information as needed.
    • Non-UW Personnel: You will need to enter at least all of the required data for any non-UW researcher.
  • Project Role: If you select “Other Professional” or “Other (Specify)” for the Project Role, you must complete the Other Project Role Category field. If the person will be an additional PD/PI, NIH requires the Multiple PD/PI Leadership Plan attachment (on the Research Plan form). Also, see Multiple PIs for additional information about providing assurances. Roles are:
    • PD/PI
    • Co-PD/PI
    • Faculty
    • Post Doctoral
    • Post Doctoral Associate
    • Postdoctoral Scholar
    • Other Professional
    • Graduate Student
    • Undergraduate Student
    • Technician
    • Consultant
    • Co-Investigator
    • Other (Specify)
  • Add a Biographical Sketch (required) and Current & Pending Support (optional) attachments as appropriate for each researcher. For general attachment information, see eGC1 and Grant Runner Attachments
  • Click the Collapse link (top or bottom) to close the accordion for this person

You can click Cancel at any time to exit the process of adding a person.

Each person you have added will display in a table on the page, with a few pieces of data to easily identify them. The following image shows an example entry.

Key persons list

To Make Changes: Click on the Expand link on the right to view the details and make any changes to the data entered.

To Remove a Person: Use the Delete link on the far right to remove the person from the list.

Add Researchers Above the Maximum Number

Currently, the maximum number of researchers (PD/PI plus all others) is 100. If you have entered that many but still need to document more, you can use the section at the bottom of the page that displays once you reach the maximum.   Add an attachment for each additional person.

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