Entering and Maintaining Major Goals Information
ANYONE with an active SU Net ID can run the SeRA Current and Pending Support (General Format) Report) and enter directly within the report Major Goals Information for any Active projects and Pending Proposals.
Alternatively, Investigators can enter Major Goals information from their SeRA My Projects page where the investigator is the Principal Investigator (PI) on the project or proposal.
Additionally, Administrators with SeRA department level authority can from their SeRA My Dashboard landing page click on My Investigators and view by either single or multiple investigators the same information the selected investigator(s) see(s) on their My Projects page(s) including viewing and managing Major Goals Information for sponsored projects where the selected investigator(s) is/are the Principal Investigator(s) (PI(s)).
A. From your SeRA landing page click on My Projects (investigators) or My Investigators (administrators with SeRA department level authority) from the left-hand navigation panel.


B. Administrators with SeRA department level authority: Type in the name or SU Net ID of one of your PIs in the PI field. Once selected the page will refresh with that PI’s My Project page

From a PI’s My Projects page you can enter and save Major Goals information for active projects under Active Awarded Projects and for submitted proposals under Pending Proposals.
- Updating Major Goals for Active Projects
- From the My Project page click on Active Awarded Projects
- The screen will refresh with a list of active SPOs for your faculty. Click on the Major Goals icon for the SPO you would like to update.
- Enter/edit the Major Goals information and click Save when done.

- Updating Major Goals for Submitted Proposals
- From the My Project page click on Pending Proposals
- The screen will refresh with a list of pending proposals for your faculty. Click on the Major Goals icon for the SPO you would like to update.
- Enter/edit the Major Goals information and click Save when done.

When you run the SeRA Current and Pending Support (General Format) Report) for this investigator you will see the stored Major Goals information.
Need further SeRA assistance? Have questions, feedback, or experiencing other issues? Please submit a HelpSU ticket to the SeRA Support Team and a SeRA Support Analyst will contact you shortly.