Help – Add Change of PI Award

  • Navigate to the Personnel Tab under the Submissions section in PT
    • Type in the name of the new PI name
    • Role = PD/PI
    • Save

  • Using the radio buttons beside the personnel, choose the new PI
    • A pop up window will appear asking for which periods you wish to change the PI
    • Unclick any previous periods in which the new PI was not active
    • Save
      • The banner across the top of the record should now reflect the new PI name

  • Navigate to the budget period(s) in which the PI was changed
    • Click in the Detail of the new PI and adjust the effort for the new person
    • Remove the old PI from the period(s)

  • Navigate to the Awards tab in PT and add a New Modification
  • In the New Modification pop-up box enter the parameters below:
    • Award Status = See AT
    • Submission Type = Non-competing continuation/Incremental
    • Start Date = The start date of the current active budget period
    • End Date = New extended end date
    • Enter Award Date
      • Do NOT copy any of the budget periods
    • Save

  • On the resulting Summary Screen, navigate to the increment just added by
    • Click on the blue increment number

  • Enter the Award Number
    • Copy the “AWD” number auto-populated by the project
    • Add a suffix of 3 digits at the end
    • Save
      • The funding increment tab will save with the new award number in the name

          • Navigate to the AT module by clicking on the “Award AWD-XX-XXXX” tab

          • On the Award Summary page
            • Click on the Edit icon under the Award increment section

          • Change the award type to Personnel Change
            • Save

          • Change the PI in AT by navigating to the Personnel tab
            • Click Add Personnel under the Principle Investigator section

            • Find the new PI > Save
            • On the personnel page, choose the new PI with the radio buttons > Save

           

          • After award routing takes place, the fund number can be assigned to the record and the Award Increment Status should be changed to Posted to Banner

          NOTE: Allocation of credit can be corrected manually at the project level in the budget of the Awards Summary tab in the PT record.

          • See “Closing out the record” training document