Ongoing Training

Below are research administration classes offered by Harvard University and outside sources. 

University-Wide Training

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.

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 activitiesInternal Controls: what they are, why they are important, and how to achieve an effective control environment


Fraud and Whistleblowing Policy

Harvard University Fraud Policy

The Harvard University Fraud Policy was developed to define roles and responsibilities for detecting and presenting fraud, reinforce personal responsibility and accountability, and detail the procedures for reporting and investigating suspected fraud.

For questions, or to report fraudulent activity, you should contact:

  • your supervisor
  • your HR partner
  • the HCSPH Controller (Vicki Johnson, 617-432-3527), or
  • the University compliance Hotline (877-694-2275)

If someone has reported fraudulent activity to you, contact the HCSPH controller (Vicki Johnson at 617-432-3527).

Overview of Sponsored Projects Administration

Sponsored Programs Administration Overview:   Provides a high-level overview of key concepts related to sponsored program administration at Harvard.

REACH Foundations 101

REACH Foundations 101

Provides a comprehensive understanding of the administration of sponsored research projects at Harvard from proposal to closeout, and introduces key resources for the further development of participant knowledge and expertise.

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.

Systems Training

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.

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)


WASABI Basic (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

University-wide Online Classes

An Overview of Cost Sharing Policy (online)

An Overview of Cost Sharing Policy (online)

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 (online)

Cost Principles

This online course is an introduction to the OMB Uniform Guidance cost principles, the rules governing how federal funds may be spent on sponsored projects.

Direct Cost (online)

Direct Costs

This online course focuses on the most common types of direct costs that are incurred on sponsored projects at Harvard.

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 Training (online)

Harvard's Capital Equipment Policy (HTP)

Course Description:  This course offers a primer on Harvard's Sponsored Equipment Management Policy, including:

  • Policy background: including the definition of sponsored capital equipment, why we have a policy, and roles and responsibilities
  • Ordering Equipment on a Sponsored Award: including purchasing equipment with sponsored funds, fabrications, GFP, and equipment transfers
  • Equipment Management: including receiving sponsored capital equipment, equipment movement and disposition, and physical inventory


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 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.

Subrecipient Monitoring (online training)

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

Travel and Reimbursement Overview (online)

Travel and Reimbursement Overview (online)

This course provides a general overview of Harvard's travel policy. It covers the more common travel guidelines along with some scenario-based examples to assist the learner in understanding the types of business expenses that are eligible for reimbursement.

Other Sponsored Administration Learning Opportunities

Emmanuel College Programs

Emmanuel College Programs in Research Administration

National Council for University Research Administrators (NCURA)

National Council for University Research Administrators (NCURA) seminars, workshops, and conferences

NCURA Region 1: Research Administration Discussion Group (RADG)

Research Administration Discussion Group (RADG)  Focused quarterly discussions in Boston on current research administration topics

Society for RA Seminars

Society for Research Administrators (SRA) seminars, workshops and conferences