PennERA Reference Materials

Resources to help you get started with PennERA

New Portal Training and Guides

A New PennERA Portal interface launched on Sunday, December 3rd 2023. The PennERA team has prepared the documentation below and a quick, 10 minute training via Workday Learning to help users prepare for the transition. All functionality within proposal records remains unchanged, but the navigation and features of the PennERA portal has been improved for user ease.


New Portal Implementation

The PennERA system implemented a new portal interface on December 3, 2023. The new PennERA Portal is a user-friendly, improved dashboard experience, ensuring the information most relevant to you is easily accessible.

The below documentation has been created or updated for the new portal. Please note that all PennERA system functionality within proposal records remains unchanged.

Frequently Asked Questions

Reference Materials

The PennERA team has prepared a robust set of documentation to support users of the Proposal Development module. If you have a question that is not answered in any of these resources, contact the PennERA team directly at

PennERA v15 Budget and Personnel Guides

PennERA Quick Reference Guides

The PennERA team has developed a series of quick reference guides to help you as you navigate the Proposal Development process. 

To see all available reference materials, visit the Forms and Documents library and filter for PennERA.

Visit Forms and Documents Library