NEW PI Dashboard September 2017 New PI Dashboard

NEW PI Dashboard September 2017

New PI Dashboard Jackie Treschl Connect. Carolina Change Management Team

The new PI Dashboard Based on feedback from PIs Snapshot of financial activity for a PI’s grants Info pulled from Connect. Carolina Thoroughly tested 3

Four Things You’ll Like about the new PI Dashboard 1 2 3 4 You can see the same view your PI sees. The salary projections are accurate. The numbers come from the General Ledger so they’re more stable. OSR can see the same view you can. 4

Seeing the Same View Your PI sees MACTRAIN, MICHAEL 5

Reading the Dashboard MACTRAIN, MICHAEL 1. List of Current Awards with Financial Information 5190000 MACTRAIN, MICHAEL 5190001 MACTRAIN, MICHAEL Showing 1 to 3 of 3 entries MACTRAIN, MICHAEL TRAINWELL, JANA 5190000 5168523 5190000 Showing 1 to 3 of 3 entries 6

Reading the Dashboard MACTRAIN, MICHAEL 5190000 MACTRAIN, MICHAEL 5190001 MACTRAIN, MICHAEL Showing 1 to 3 of 3 entries MACTRAIN, MICHAEL TRAINWELL, JANA 2. List of Employees Paid by Projects 5190000 5168523 5190000 Showing 1 to 3 of 3 entries 7

Reading the Dashboard MACTRAIN, MICHAEL 5190000 MACTRAIN, MICHAEL 5190001 MACTRAIN, MICHAEL Showing 1 to 3 of 3 entries MACTRAIN, MICHAEL TRAINWELL, JANA 5190000 5168523 5190000 Showing 1 to 3 of 3 entries 3. List Programs and Cost Codes 8

Reading the Project Level Project Report 1. Information About the Project 5190000 MACTRAIN, MICHAEL 5190000 9

Reading the Project Level Project Report 5190000 MACTRAIN, MICHAEL 2. Summarized Financial Information MACTRAIN, MICHAEL 5190000 10

Reading the Project Level Project Report 5190000 MACTRAIN, MICHAEL 3. Employee Information MACTRAIN, MICHAEL 5190000 11

Salary Projections MACTRAIN, MICHAEL 5190000

Reading the Award Level Project Report 5190000, 5190001 MACTRAIN, MICHAEL Total Award Amount MACTRAIN, MICHAEL

Reading the Award Level Project Report 5190000, 5190001 MACTRAIN, MICHAEL Amounts That Make up the Total Award and the Effective Dates MACTRAIN, MICHAEL

Understanding the Information on the Dashboard

Understanding the Information on the Dashboard Direct Budget Direct Expenses Pre-Enc/ Encumbrance* Salary Projections Adjusted Direct Expense Direct Balance *Soft Encumbrances are included 16

Access to the Dashboard

Let’s Talk Access • Principal Investigators (PIs) – Automatically granted access if they are listed as the lead PI on an award – Co-PIs cannot get access to an award in the dashboard • Research Administrators – Can be granted access to the PIs they support – Done by Info. Porte Administrator 18

Help Requests

Supporting the Dashboard [email protected] edu Help. unc. edu Ccinfo. unc. edu 20