Description

Key Business Questions

The dashboard included here summarize all project proposals or awards for a specific researcher in the role of Principal Investigator or Collaborator; or in one or more Department(s) or Responsibility Center(s). Use these dashboards to answer questions such as:

• How many awards and award dollars has Researcher X brought in over the last 3 years?

• How many proposals has Researcher X been listed as a collaborator on?

• What kinds of research projects (using keywords) does Researcher X lead?

• What kinds of research projects (based on keywords) come out of Department Y?

• Who are researchers working on projects related to keyword Z?

Basic Usage

There are three dashboard tabs described on this page:

All dashboards include a detail table that includes information about the Project Title, Principal Investigator, Submitting Department, and several project dollar amounts, which include:

• 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.

PI Exploration

This view summarizes all project proposal (or award) information associated with a selected Principal Investigator (PI). Visualizations show a summary total number of project proposals/awards 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

Open

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). Filter settings that are set below can be saved using a custom view for faster access. 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 icon next to the researcher of interest in the table

• Use the Search for a Specific Researcher by Name box or the Or by Dept box to narrow the list in the table to a specific person or researchers within a specific Department.

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

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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.

Open

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). Filter settings that are set below can be saved using a custom view for faster access. 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)

• To update the selected collaborator by clicking on the icon next to the name of the researcher of interest in the main table on this tab.

• Use the Search for a Specific Researcher by Name box or the Or by Dept box to narrow the list in the table to a specific person or researchers within a specific Department.

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

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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 dollar amounts.

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). Filter settings that are set below can be saved using a custom view for faster access. 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

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What is the source of this information?

This dashboard is built upon data in the PERIS MyFunding system. Data are refreshed against PERIS system on a daily refresh schedule, and each dashboard show the latest update for user reference.

How do I get access?

Contact your designated RC approver to request access. If you are unsure of the approver, you can use the list here below to find points-of-contact for each Responsibility Center.