Thank you to everyone still testing the new portal. Everything below comes from what you've told us since Transaction Details on Their Own Pages.

From your feedback

Faster project lists

• Sponsored projects show up right away. Before, the Sponsored Projects table waited until every project's clinical trial balance had loaded. For investigators with a lot of projects, that took 20 to 30 seconds. Now the list appears as soon as the projects are known. A small spinner sits in each Balance cell until that project's balance arrives. Industry clinical trials move into their own table as they're identified.
• Fewer "Error while loading page" messages on the Projects page. For investigators with many projects, loading the clinical trial balances could run long enough for the page to give up. It now loads in steps that stay within the time limit.

More on the screen

• Pages are more compact. Spacing was the thing you told us about most often. Table rows, project details, and page headings now take less room, so more fits on the screen without scrolling. On a typical desktop screen, the Investigators list shows 10 rows before you need to scroll, instead of 7, and the sponsored project details fit above the fold.

Getting around

• Go to Project is on every page for staff. A Go to Project button in the top bar opens a box where you can type a sponsored project ID and jump straight to that project. Quick Access is still there for your favorites and recently viewed projects.
• Your "per page" choice on Home is remembered. Home now keeps the number of rows per page you last picked, even after you sign out and back in.
• Investigators no longer see their own NetID and Employee ID. Those details at the top of an investigator's pages are there so staff can confirm whose profile they're on. Staff still see them. Investigators now see their name and their download buttons.

Non-sponsored projects

• Project Details and the Financial Overview always show the same fiscal year. Before, Project Details could show last year while the table below showed this year. Two buttons in the Financial Overview, Fiscal Year to Date and Previous Fiscal Year, now switch both together. The Fiscal Year line spells out the dates it covers.
• Encumbrances have the same sign in the overview and in the details. When the Financial Overview shows an encumbrance as a negative number, its transaction details now show it as negative too, on screen and in the download. Actual transactions are unchanged.

Sponsored projects

• "New Projection" is now "Clear Entries." It does the same thing: it clears the projected expenses you've typed but haven't saved. Saved projections are not affected.
• Subcontract payments show their voucher number. Each payment under a subcontract's purchase order now has a Voucher Number column.

Downloads

• Transaction Date is a real date in Excel. In the Transactions download, Transaction Date used to arrive as text like 2026-10-21T00:00:00.000000000. It's now an Excel date shown as MM/DD/YYYY, so you can change its format the way you could in the old portal.