Curriculum: Award Management

Below are classes recommended for research administrators that are involved in oversight, administration and communication throughout the post-award life cycle.

Award Management

An Overview of Cost Sharing Policy (online)

An Overview of Cost Sharing

This course introduces the basics of Harvard University's Cost Sharing Policy as it applies to federal and non-federal funds.

An Overview of Effort Reporting (online)

An Overview of Effort Reporting (SPH - online)

This course provides an overview of the Harvard Chan School's effort reporting policy. Topics covered include:

  • Risks posed to Principal Investigators, faculty members, and the institution if federal effort reporting requirements are not met
  • How federal regulations drive the University's effort reporting policy and procedures
  • Committed effort and "reasonable estimates"
  • The responsibilities of administrators, PIs and faculty members, and researchers and lab staff with regards to effort reporting and certification

An Overview of the NIH Biosketch (video short)

An Overview of the NIH Biosketch  This video was developed for the Harvard T.H. Chan School of Public Health. The video will review the NIH Biosketch touching briefly on its function and format as well as sharing some common things to look for when reviewing the document.    
Audience: Anyone involved in drafting, formatting, or maintaining an NIH Biosketch
Course Length: 8 minutes

Chart of Accounts

Chart of Accounts is an introduction to the Harvard Chart of Accounts (CoA) course and provides a framework for understanding the basic University accounting structure.  It is also recommended (but not required) that people attend this class prior to taking classes on financial systems.

Cost Principles and Direct Costs on Sponsored Awards (online)

Cost Principles and Direct Costs on Sponsored Awards

This online course discusses the types of costs that may occur on sponsored projects and the principles in the OMB Uniform Guidance that govern those costs on federal awards. As a learner, you’ll also play the role o a grant manager in multiple scenarios throughout the course, gaining practice in applying these principles to evaluate specific costs proposed by a Principal Investigator. 

Federal Travel Regulations (online)

Federal Travel Regulations

This online course reviews key aspects of the federal travel regulations related to sponsored travel.

 

Financial Oversight of Sponsored Funding (online)

Financial Oversight of Sponsored Funding - What Researchers Need to Know/ (online)

This course discusses aspects of compliance related to spending sponsored funds, and highlights areas of oversight that can be challenging for researchers.

Harvard's Capital Equipment Policy (online)

Harvard's Capital Equipment Policy:  Primer on equipment management;  background on policy, ordering, receiving, disposition and physical inventory of equipment on sponsored awards.

International Collaboration & Activities Approval Training (online)

International Collaboration & Activities Approval Training  

In preparation for the implementation of new questions in GMAS to consolidate the collection of information related to international collaborations, activities, and resources, this training session is offered specifically to focus on the role of the Central Office Reviewer.  The objectives of the session are to provide Proposal Reviewers with the knowledge needed to: 

  • Recognize the importance of each international component 
  • Understand responsibilities as “Central Reviewer” in the overall process 
  • Advise clients with the identification and entry of internal components in GMAS

Introduction to Cost Transfers (online)

Introduction to Cost Transfers

This course introduces the topic of Cost Transfers. It includes discussions of what they are, why and how they should be avoided, Harvard's Cost Transfer Policy, how the OMB Uniform Guidance Cost Principles apply to cost transfers, and an introduction to Harvard's Cost Transfer procedures.

Introduction to Export Controls (online)

Introduction to Export Controls (online)

This 30-minute course provides administrators and researchers with an introduction to export control laws and regulations, and how they may impact University research activities. 

 

 

Introduction to ROPPA (online)

Introduction to ROPPA is an overview of Harvard’s policy on Responsibilities of Purchasers, Preparers, and Approvers (ROPPA).   It is mandatory for employees who purchase goods and supplies and approve these expenses on the University’s behalf.




 

Introduction to Sponsored Projects (online)

Introduction to Sponsored Projects

Provides a high-level overview of key concepts related to sponsored programs administration at Harvard.

Introduction to the Uniform Guidance (online)

Introduction to the Uniform Guidance This online course is intended as a primer on the OMB Uniform Guidance, including key changes in the Guidance and how Harvard is managing those changes.

Subrecipient Monitoring (online)

Subrecipient Monitoring (online) This course provides an introduction to subrecipient monitoring at Harvard University.

Subrecipient Monitoring: Informational Session (OSP)

Subrecipient Monitoring:  Informational Session and a Review of Available Resources 

Description: In this session we will provide an overview of subrecipient
monitoring at Harvard. Topics to be included are:

  • University Subrecipient Monitoring Policy
  • GMAS navigation for organization assessments
  • Resources in the Toolkit
  • Quarterly Review Process

REACH Foundations 102

REACH Foundations 102

Through discussion, critical thinking and active contribution, REACH Foundations 102 aims to teach research administrators the "why" behind their major activities in research administration by utilizing case studies.

Whistleblowing Policy Course (online)

Whistleblowing Policy Course  This course provides a general overview of the University's Whistleblowing policy as well as links to related policies and resources.

Systems & Systems Training

ecrt Basics Training

ecrt Basics Training

This course will introduce department administrators to effort reporting and the electronic effort reporting and certification system (ecrt), which allows Principal Investigators and Faculty to certify their effort on federally-sponsored projects.  The course will cover the following: 

  • Introduction to effort and effort reporting ecrt roles and responsibilities 
  • Workflow for certification by Principal Investigators and/or Faculty 
  • Workflow for Grants Managers to review and monitor and overall management of certifications during certification periods 
  • Best practices during the pre-certification review period
  • Workflow for Primary Effort Coordinators to monitor the process of certifications in their departments and assign roles and overrides as needed

*Please note that this session will include system demos that will first cover Grant Manger responsibilities. The last 30 mins of the session will be devoted to Primary Effort Coordinators and will cover the additional aspects of the systems their role needs to utilize. Intended

Audience: ecrt Basics training is intended for Grant Managers with responsibility for assisting their faculty during the effort reporting process as well as anyone in the Primary Effort Coordinator role. This is a great opportunity for new ecrt users as well as for existing users who want a refresher.

GMAS - Grants Management Application Suite

GMAS (Grants Management Applications Suite) A university-wide, web-based system for managing sponsored funding. GMAS is used to maintain proposal, award and subcontract data, activate accounts and monitor spending and approvals. It is also an online repository for storing grant-related documents.  For more help, please consult GMAS User Resources.

GMAS Basics and Requests (Training)

GMAS Basics and Requests

Course description : The GMAS Basics and Requests training is intended for individuals in departments who are responsible for creating or reviewing proposals for routing to central sponsored submitting offices, and individuals from central offices who are responsible for entering or reviewing proposal data in GMAS.Audience: Staff who create or review proposals for routing to central sponsored submitting offices, and staff from central offices who enter or review proposal data in GMAS.
Pre-Requisites: Access to GMAS (Grants Management Application Suite)

 
 

HART/OBI Tools Training (online)

OBI Tools Training (online)

Course description : Oracle Business Intelligence, also referred to as OBI, is an interactive data analysis tool that allows users to navigate, drill down, sort, filter, aggregate and display data in different formats within a web browser. In the course, learners are provided an overview of the tools navigation and functionality using demonstrations.

NOTE:  OBI has been renamed to Harvard Analytics and Reporting Tool (HART)

PI Dashboard

Login to PI Dashboard

The PI Dashboard is a post award management and projections tool. It provides summary information and also allows users to create and save projections, monitor spending, print reports, and manage a PIs full portfolio of funding.

Find more information on how to get access and training, visit PI Dashboard and the HCSRA Info page.

Wasabi

WASABI – A Harvard T.H. Chan School of Public Health custom application designed for detailed budgeting of sponsored accounts, journal transactions and creation and approval of payroll actions. The Wasabi Basics class is required for all new SPH Wasabi users. Wasabi Hands-on Lab sessions ae also available to demonstrate features of Wasabi modules.

Please register for Wasabi class on the Harvard Training Portal.  Search for "wasabi" to see a listing of all classes.

WASABI Basics (online)

WASABI Basic

This online class is an overview of the Wasabi system that covers the modules, reports and resources. It is mandatory for all new users of Wasabi. In order to get a completion status for this class, you must complete the quiz at the end of the sessions. The sessions are broken down into approx. 10 min. segments, so that you can review a segment, take a break and then go back to the class. The total time to complete all segments and the quiz is approx. 1 hour, 10 minutes

Accounts Payable, B2P, Travel

Buy-to-Pay Gettting Started

Getting Started with Buy-to-Pay

This course provides an overview of Buy-to-Pay benefits, navigation and profile maintenance and user roles and responsibilities.

Audience: This course is intended for any B2P user.

Course Length: 20 minutes

 

Buy-to-Pay Approver Workshop

Buy-to-Pay Approver Workshop The Buy-to-Pay Approver Workshop provides an opportunity to review Approver capabilities, view demonstrations and complete hands-on exercises.  Topics covered include:

• Approver Overview and Navigation
• Approval Management
• Queue Management
• Assign and Approve a Requisition*
• Returning a Requisition*
• Change Requests
• Approval Actions
*hands-on lab available
Audience: This course is intended for any Buy-to-Pay Approver.
Pre-Requisites: The 30-minute online course “Buy-to-Pay Approver Essentials” is a suggested pre-requisite. Participants should already understand basic B2P navigation and Approver concepts for the best workshop experience. 

 

Buy-to-Pay Requestor Workshop

Buy-to-Pay Requestor  Workshop  The Buy-to-Pay Requestor Workshop provides an opportunity to review Requestor capabilities, view demonstrations and complete hands-on exercises.  Topics covered include:

• Catalogs and Punchouts: Overview and Searches*
• Non-Catalog Search
• Payment Request
• Non-Employee Reimbursement*
• Cart Management
• PO Process*
• Invoice Process
• Change Requests
*hands-on lab available
Audience: This course is intended for any Buy-to-Pay Requestor.
Pre-Requisites: The 45-minute online course “Buy-to-Pay Requestor Essentials” is a suggested pre-requisite. Participants should already understand basic B2P navigation and shopper concepts for the best workshop experience. 

 

Buy-to-Pay Document Search

Buy-to-Pay Document Search This course covers how to access and use document search, save searches and use default B2P reports.  
Audience: This course is intended for any user who will perform searches in B2P.

Course Length: 20 minutes

 

Buy-to-Pay Approver Essentials

Buy-to-Pay Approver Essentials.  This course covers key activities and support resources for the B2P Approver role.  Topics include roles and responsibilities and how to use B2P to evaluate, manage and approve requests. 
Audience: Required for B2P users to be granted an Approver role.
Course Length: 30 minutes

Buy-to-Pay Shopper Essentials

Buy-to-Pay Shopper Essentials This course provides an overview of the shopping experience in Buy-to-Pay, including preparing and assigning carts and monitoring order
status.

Audience: This course is intended for any B2P user who will prepare and assign a cart for submission.

Course Length: 30 minutes

Buy-to-Pay Shopper Workshop

Buy-to-Pay Shopper Workshop  The Buy-to-Pay Shopper Workshop provides an opportunity to review shopping capabilities, view demonstrations and complete hands-on exercises.  Topics covered include:

• Catalogs and Punchouts: Overview and Searches*
• Non-Catalog Search
• Payment Request
• Non-Employee Reimbursement*
• Monitoring Approval Workflow
• Receiving
• Receipts*
*hands-on lab available
Audience: This course is intended for any Buy-to-Pay Shopper.  
Pre-Requisites: The 30-minute online course “Buy-to-Pay Shopper Essentials” is a suggested pre-requisite. Participants should already understand basic B2P navigation and Shopper concepts for the best workshop experience. 

 

Buy-to-Pay Supplier Portal Overview

Buy-to-Pay Supplier Portal Overview 
This 40-minute online course covers the basic functions of the Supplier Portal module of the Buy to Pay system. It includes an overview of how the Supplier Portal is used at Harvard and how to access and navigate the system. It also includes guides to common tasks in the system, such as Searching for Suppliers, Onboarding Suppliers, and Maintaining Supplier Profiles.
Audience: All
Course Length: 40 Minutes
 

Concur (link to Concur)

Login to Concur  (Travel and Expense)

Find more information on Concur training and resources.

Concur Training

Concur Training

This Concur website includes a list of training presentations, online tutorials, online approver class, quick references, job aids, and other support materials.

Concur for Approvers Training

Concur for Approvers Training This 15-minute online course supplements the main “Processing Reimbursements with Concur” class with additional information for Concur Approvers, such as: reviewing the notifications that approvers will receive, showing how to review and modify expense reports that have been submitted for approval, the different approval options, and how to assign other users to approve on your behalf.

Fixed Assets - AP Adjustments

Fixed Assets - AP Adjustments

This course provides an overview of how to AP Adjustments for managing fixed assess in Oracle.

Audience: Roles responsible managing fixed assets at their school/unit.

HCOM Reports (online training)

HCOM Reports  In the HCOM Reports course, you will:

  • Learn how to search for HCOM Order, Invoice & Payment Information.
  • Review the standard reports available within HCOM and how to run them.

Audience: HCOM Users

 

Introduction to Processing Reimbursements

Introduction to Processing Reimbursements  This course provides an overview of how to process reimbursements for both employees and non-employees.

Web-Based (at your desk)

20 minutes

PCard Overview

PCard Overview:  This mandatory training is designed for employees who use Harvard's Purchasing Card (PCard) and/or are responsible for the administration and/or reconciliation of the card. This course will instruct users on the proper use and reconciliation of the PCard.

Web-based

Time:  30 minutes

Preparing an AP Adjustment Form

Travel and Reimbursement Overview

Travel and Reimbursement Overview:  This course provides a general overview of Harvard's travel policy. It covers the more common travel guidelines to assist the learner in understanding the types of business expenses that are eligible for reimbursement.
Audience: This course is for those who travel on University business.
Course Length: 20minutes.