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Basic Usage

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PI Exploration

This view summarizes all project proposal (or award) information associated with a selected Principal Investigator (PI). Visualizations show a summary

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total number

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of project proposals/awards

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and dollar amounts. Additional visualizations show keywords, collaborators and departments associated with those projects. The view also includes a list of project proposals/awards where the selected researcher is listed as the primary PI. To change the selected PI, click on the magnifying class to open the search menu. Dollar definitions

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titleView Settings and Filters (Magnifying Glass Icon)

To change settings of the view, click on the magnifying glass icon in the upper right of the window to select filters (to maximize the display, the filter options are hidden). Options include:

  • Show All: This option controls whether the display includes All Submitted Proposals or only successfully Awarded Proposals

    • Submitted Proposals - proposals submitted within the selected data range (determined by the MyFunding submission date, and excluding withdrawn proposals) and associated values

    • Awarded Proposals - awards records created within the data range (determined by the MyFunding award creation date and do not include awards with the status of completed or withdrawn) and associated values

  • Submitted: Select the date range for proposals (for awards is the award creation date range)

  • Update the selected PI by clicking on the (info) icon next to the name of the researcher of interest.

  • Use the Search for a Specific Researcher by Name box or the Or by Dept box to look for a specific person or people within a specific Department.

  • Click on the 'X' in the upper right corner to close the window

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titleDefinitions of Dollar Values Shown in Report Table
  • Total Requested: Requested total project costs

  • Project Total: The estimated total of the award value over life of award, at the time the award is initially created.  It is manually calculated when the user enters estimated total direct and indirect costs on award setup and is often not updated if there is a net change. 

  • Total Obligated to Date: The total funding amount officially authorized by the sponsor through the current date.  The dollars are not calculated as authorized in the database until the budget reconciliation step is completed.  Until the award is Active, the funding amount can be adjusted as the award moves through the approval and review process.

  • Total Obligated in Year 1: The total dollars initially funded by the award for the first award budget period; the initial period can be any date range, not necessarily a one-year period.  It is the calculated total of the authorized dollars assigned to period number 1 in the award budget allocations. Until the award is Active, the funding amount can be adjusted as the award moves through the approval and review process.

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Collaborator Exploration

Use this dashboard to view, for a given researcher, all of the proposals and awards they are a named collaborator on and not the Principal Investigator.  This includes all possible roles the researcher has been assigned to within the Personnel sections in MyFunding proposals and awards (PI, Co-I, Faculty, Consultant, etc.).  The view includes the number and dollar amounts, RC/Departments responsible for the submission, keyword frequency, role, IDs, status, project title.

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Expand
titleView Settings and Filters (Magnifying Glass Icon)

To change settings of the view, click on the magnifying glass icon in the upper right of the window to select filters (to maximize the display, the filter options are hidden).

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Options include:

  • Show All: This option controls whether the display includes All Submitted Proposals or only successfully Awarded Proposals

    • Submitted Proposals - proposals submitted within the selected data range (determined by the MyFunding submission date, and excluding withdrawn proposals) and associated values

    • Awarded Proposals - awards records created within the data range (determined by the MyFunding award creation date and do not include awards with the status of completed or withdrawn) and associated values

  • Submitted: Select the date range for proposals (for awards is the award creation date range)

  • Update the selected PI by clicking on the (info) icon next to the name of the researcher of interest.

  • Use the Search for a Specific Researcher by Name box or the Or by Dept box to look for a specific person or people within a specific Department.

  • Click on the 'X' in the upper right corner to close the window

Expand
titleDefinitions of Dollar Values Shown in Report Table
  • Total Requested: Requested total project costs

  • Project Total: The estimated total of the award value over life of award, at the time the award is initially created.  It is manually calculated when the user enters estimated total direct and indirect costs on award setup and is often not updated if there is a net change. 

  • Total Obligated to Date: The total funding amount officially authorized by the sponsor through the current date.  The dollars are not calculated as authorized in the database until the budget reconciliation step is completed.  Until the award is Active, the funding amount can be adjusted as the award moves through the approval and review process.

  • Total Obligated in Year 1: The total dollars initially funded by the award for the first award budget period; the initial period can be any date range, not necessarily a one-year period.  It is the calculated total of the authorized dollars assigned to period number 1 in the award budget allocations. Until the award is Active, the funding amount can be adjusted as the award moves through the approval and review process.

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RC Exploration

This dashboard provides a summary of project proposals (or awards) for one or more Responsibility Center(s) and Department(s), and/or Keyword(s). Click on the magnifying glass to select the desired Departments/RCs and/or type-in a wildcard search on Project Title or Keyword. Other visualizations show collaborating departments and PIs, as well as specific information on requested

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dollar amounts.

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Expand
titleView Settings and Filters (Magnifying Glass Icon)

To change settings of the view, click on the magnifying glass icon in the upper right of the window to select filters (to maximize the display, the filter options are hidden). Options include:

  • Show All: This option controls whether the display includes All Submitted Proposals or only successfully Awarded Proposals

    • Submitted Proposals - proposals submitted within the selected data range (determined by the MyFunding submission date, and excluding withdrawn proposals) and associated values

    • Awarded Proposals - awards records created within the data range (determined by the MyFunding award creation date and do not include awards with the status of completed or withdrawn) and associated values

  • Submitted: Select the date range for proposals (for awards is the award creation date range)

  • School/RC: enter/search for the name of the RC or School primary unit responsible for the proposal/award; click on the returned name, and then click the ‘Apply’ button to change the filter

  • Department: enter/search for the name of the primary department responsible for the proposal/award, click on the returned name, and then click the ‘Apply’ button to change the filter

  • Keyword/Project Title: enter a desired keyword. This will search through both the keywords and project titles to return proposal/awards with matching text

  • Word Cloud Shows the top # Keyword: controls how may values to return in the word cloud

  • Once the options have been selected, the filter options can be closed using the 'X' in the upper right

Expand
titleDefinitions of Dollar Values Shown in Report Table
  • Total Requested: Requested total project costs

  • Project Total: The estimated total of the award value over life of award, at the time the award is initially created.  It is manually calculated when the user enters estimated total direct and indirect costs on award setup and is often not updated if there is a net change. 

  • Total Obligated to Date: The total funding amount officially authorized by the sponsor through the current date.  The dollars are not calculated as authorized in the database until the budget reconciliation step is completed.  Until the award is Active, the funding amount can be adjusted as the award moves through the approval and review process.

  • Total Obligated in Year 1: The total dollars initially funded by the award for the first award budget period; the initial period can be any date range, not necessarily a one-year period.  It is the calculated total of the authorized dollars assigned to period number 1 in the award budget allocations. Until the award is Active, the funding amount can be adjusted as the award moves through the approval and review process.

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What is the source of this information?

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