Dash(board)ing Through The Snow
UPDATE 9/9/15: though the below references how to find Dashboard through our old Pipeline system, the rest is still applicable! To find Dashboard in the Academica system, look under “WSU Resources” and “Research Resources” in the left-side column:
Do you ever find yourself annoyed by the necessary pace of finding award information in Banner and Cognos? Perhaps it’s time to consider the usefulness of Researcher’s Dashboard (a.k.a. just plain ol’ Dashboard). When you use Dashboard, the awards within departments are initially sorted by the name of the PI.
Dashboard is a portal interface available to all PIs and administrators through the Pipeline system. One you’ve logged into Pipeline, you should see a tab four spaces from the left called “Research”:
Simply click on the tab, and you will find yourself presented with options for information regarding your department’s proposals, contracts and awards. To find anything you need for post-award management, choose the “Unit Awards” link on the left side of your screen:
This will take you to a screen which offers you choices of all of the departments to which you have access. In this case, Internal Medicine is the example:
Once you have clicked on your department name, you will be presented with a list of PIs with active awards in your department. Choose the PI on the grant for which you desire information, and a list of that PI’s awards will populate:
Choose the award you need from the populated list. You will then see a summary screen for your award information:
Any text appearing in blue is a link to drill down in the category for more resources or information. The links from this page will deliver the following information upon clicking:
- Expense Accounts: Takes you to a page that shows the budget expenditures by category (Salaries and Wages, General Expenditures, Travel and Entertainment, etc). These categories are all in blue as well and clicking on any of them will take you to any subcategories and allow you to see the detailed transaction activity in each category, including Doc Code information.
- Revenue Accounts: Will show you all payments activity, including Doc Code information.
- All Paid People: Shows salary and fringe information of all people that have been paid off of the grant since it’s inception. Drilling down into the amounts shows all payroll transactions and amounts, including Doc code information.
- Committed Effort: Yields each paid person’s percent effort as CURRENTLY being charged to the grant.
- Current Labor Distribution: Presents the percent effort of all persons being paid on the grant AND any associated accounts, including cost sharing.
- Imaged Documents: Shows all documents associated with the project that have been scanned and uploaded into the system. These may include GFAs, original budgets, notices of grant awards, award modifications, purchase orders, important email correspondence, etc. NOTE: if there is a mystery as to why certain transactions appear on your account, the Imaged Documents screen is a great place to start!
Speaking of cost sharing, if there is more than one account associated with the project, you will likely see a “Fund Summary” choice at the overview screen as well:
Fund Summary will show you Budget, Availability and Commitments of all sub- and associated accounts with your project – including cost sharing – and allows you to drill into each for the same transaction information as the categories above.
Dashboard can be a time-saving tool because all of your major information is in one place, and linked in a fairly intuitive manner. Keep in mind that awards don’t stay on Dashboard, however; SPA is responsible for archiving closed-out awards and makes them unavailable after 6 months (but they are looking into keeping them around longer!) If you need to review an award that has closed and you don’t see it in Dashboard, you will likely need to use the Banner/Cognos channels to find the information you need. If you need help finding information on a closed-out award, or if have any questions on how you may be able to use Dashboard more effectively, please come visit! If you think you should have access to Dashboard but you don’t see the “Research” tab in your Pipeline screen, be sure to contact your department’s business manager.