The PI Dashboard first release was December 3, 2015. Since then we have added new features, while maintaining a firm focus on ease of use. We would like to thank our faculty advisors for helping us to define and prioritize features!
Many of the updates in the last release are based on feedback from our PI Dash users. Thank you for your continued collaboration!
- Log out to protect data. If you are using a public or shared computer, you can now log out of the PI Dash and then close your browser to protect private data. Click Logout and then remember to close your browser. (Closing the browser prevents anyone from re-opening the PI Dashboard.)
- Monthly update email now shows which accounts are included in Balances if you have changed the default list. By default, the PI Dashboard includes all open project accounts on which you are the account manager in the balances and charts. If you change the list of included accounts (either adding accounts you don't manage or removing some you do), the balances and charts including those sent in the monthly update email reflect that change. To help make the balances clear, the monthly update email now shows which accounts are included and which accounts you manage are excluded. We're interested to hear from you about this change. If you have feedback, please send it to firstname.lastname@example.org. For more information about the balances and your list of project accounts, see the Email page.
- Monthly update email shows distributions for personnel you paid on all accounts you manage, even if you've changed the default list. (The default list is described in the previous point.) Although you can change the list of accounts the PI Dash uses to calculate balances and display charts, the monthly update email sends you all of the personnel you've paid from all accounts you manage even if you've opted to exclude one of those accounts from the balances. This lets you track your personnel carefully and completely.
- OSP number or federally-appropriated account number added to the Personnel section of the monthly update email. If you have questions about an entry in the Personnel section, having the this number available may help the people who support you.
- Give your project documents a meaningful name. All of the documents associated with your project such as the final award agreement are available in the Documents tab of the Project Details panel. (These are the documents you'd find in the Sponsored Projects portal.) You can give these documents a meaningful name using the PI Dash's nickname feature. Just click a project row to see the Details panel. Click the Documents tab, and then click the blue pencil to change the name. If you want to revert back to the original name, just erase what you've typed.
- Search added to the list of non-research accounts to allow users who have many accounts to easily find the one they want.
- Color contrast for fonts in the monthly email update changed to improve readability and to meet accessibility standards.
- Many updates to improve the experience, including retaining the sort order of columns as you move from page to page, updating the Details panels to include all fields in the main page, and fixing several bugs.
Updated February 27, 2018
Roadmap for Future Releases
|Features||Estimated Release Date|
|Financial Forcasts and What-If Analysis — Allow PIs and RAs to see "spendable balances" that include the impact of Purchase Order encumbrances in KFS and anticipated labor costs including those not yet recorded in a central system. Allow Research Administrators (RAs) and faculty to create scenarios with anticipated labor (staff, GRA, etc.) expenses and review them; Scenarios can be edited, discarded, or merged with the forecast; Forecasted balance will be added to existing financial reports and graphs.
Additional releases will address: Variance analysis; Forecasting working budgets; Long term student planning; Send forecasts to Kuali for use by accounting dashboards; Send labor distribution revisions to Workday to save on duplicate data entry.
|Initial release 2018|
|Remediate PI Dashboard for RASS — Update the PI Dashboard to make use of data from the new Research Administration Support System (RASS).||RASS Release|
|Online Effort Certification — Allow PIs to complete Effort Certification online; Staff will be able to track status and complete pre-review using the PI Dashboard.||TBD|
|Action List — Display tasks that should be addressed by the viewer, optionally email the task list. Sources of tasks will eventually include: Tasks required to implement a forecast scenario (e.g.: hiring, labor distribution changes, purchases, etc. included in scenario); Approval requests from central systems (e.g.: approve travel reimbursments in Cynergy); Tasks identified by a rules engine (e.g.: upcoming project end and renewal dates, progress reports, protocol renewals, questionable transactions that should be reviewed, etc.)||TBD|
|Access Delegation — Allow PIs to delegate access for some or all of their data to others||TBD|
|RA Dashboard Relpacement — Provide support for research administrators currently provided by the RA Dashboard; Support the full accounting access model; Recreate the RA Dashboard reports.||TBD|
|Protocols, Proposals, and Award Negotiations — Show protocol summaries/personnel/status; pending proposal documents; and award negotiation status||TBD|
|Inventions — Invention disclosure and marketing status||TBD|
|Enhanced Pay Transaction Details — Adds names to each pay transaction; name search; salary distribution by month and year; and details retroactive adjustments||TBD|
|Training status — Display training assignments and completion status for PI and research group members||TBD|
|Facilities — Provide information for spaces assigned to PIs including some or all of the following: hazards, equipment, who has access, etc.||TBD|
If you want to know more about the PI Dashboard, you can dig into the presentations and stories from the Office of the Vice Provost for Research (OVPR) at Cornell about their PI Dashboard product.