Core Curriculum Post-Award

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

Core Curriculum: Post-Award

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

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

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.

Ethics and Accountability

Ethics and Accountability

Ethics and Accountability

Course description :In this dynamic workshop, you will explore the world of fiduciary responsibility and internal controls. Specifically, you will walk away with a clear understanding of your roles and responsibilities in protecting the University's resources while promoting an environment consistent with the University's values and objectives.

Some of the key points you will explore include:

  • Fiduciary Responsibility: what it means, why it is important, and how it applies to your everyday work activities
  • Internal Controls: what they are, why they are important, and how to achieve an effective control environment

Fraud and the Workplace

Fraud and the Workplace

Course description In its 2014 report on occupational fraud and abuse, the Association of Certified Fraud Examiners (ACFE) estimated that a typical organization loses 5% of revenues each year to fraud, representing a projected total global loss of almost $3.7 trillion. With FY14 operating revenue of $4.4 billion, Harvard is not immune to the risk of fraud, but is it a typical organization?

Using a combination of case studies, recent examples of fraud in the higher education sector and group discussion, this course seeks to raise awareness of the potential for fraud, to discuss the indicators of fraud and to outline the steps to take if you suspect fraud.

Whistleblowing Policy Course

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 and Tools Training

Concur for Approvers Training (online)

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.

Concur Training (online)

Concur Training

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

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 Basics and Requests

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)

WASABI Basics (online)


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

Systems & Tools


B2P Homepage  Buy-to-Pay (B2P) is now available to a limited number of schools/departments for Requisitioning, Payment Requests, and Non-Employee Reimbursements. B2P will become available to the rest of the Harvard Community in phases throughout 2020


Login to Concur  (Travel and Expense)

Find more information on Concur training and resources.


ecrt (Effort Certification Reporting Technology) is Harvard University’s web-based time and effort reporting system. Please go to the Office for Sponsored Programs/Effort Reporting web page for important dates on the current Period of Performance certifications.

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.

HART (formerly OBI)

Login to Harvard Analytics and Reporting Tool (HART)  (formerly OBI)

Find more information on HART (formerly OBI)--how to get access, training, security settings.


HCOM - Harvard's Procurement System

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.


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.