Feature Tour 

The PI Dashboard (found at pidash.cornell.edu) was created by Cornell University's Office of the Vice Provost for Research (OVPR) and is being developed under the direction of a faculty advisory committee and with additional faculty input on content and ease of use.

PI Dashboard Overview


Finances Page Graphs 

Used together, the three graphs on the Finances page help you understand your project spending and budget. Framed by dates and dollar amounts, the graph gives you a quick answer to questions including:

  • Am I on track to spend all of my money in the correct timeframe?
  • Am I over budget or under budget?
  1. Project Timeline: The project start and end dates. Overview of your project timelines at a glance.
  2. Spending/ Project Timeline: Shows % of budget spent over the % of time elapsed in current budget period. If you are spending evenly and at a pace to spend all money by the end of the budget period, these should be about the same. 
  3. Spending Trend: Your Spending Trend graph illustrates spending vs. budget on a project or account. It provides insight into your spending rate and offers a more nuanced view than the Project Time Line.

Note: The default view shows all project accounts where you are the account manager. You can change the list of included accounts. 

Spending Trend Graph Details

  1. First account created. Pre-award accounts can be set up before the award has been signed by all parties.
  2. End of current budget period, regardless of termination dates of accounts. 
  3. Dark gray shows cumulative spending. Spending may start after accounts are set up, creating white space at the beginning of the chart as in the example.
  4. Light gray shows the budget increments, which may be added after accounts are set up or even after spending starts. (Pre-award accounts, for example.) 
    • Budgets can have a stair step pattern, reflecting a new increment arriving in each period. 
    • Budgets can show a decrease, for example, if a budget increment is logged to the main account and then transferred to another account not included in the Spending Trend graph. 
  5. The red line shows what your spending trend would be if spending were evenly spaced across the life of the project. It's meant as a reference because projects can have uneven spending patterns. 
  6. Spending graph ends on the current day of the current month.

Choose Accounts Included in Balances

You can change the accounts included in the Spending Trend graph and the Balance calculations. Click the blue pencil icon and add or remove accounts from the list. The graph and balances change as you edit the My Project Accounts List. This can be useful to get a focused view of a single account or to remove accounts you don't want to monitor, such as sub-awards. 

The default view shows all accounts for this project where you are the account manager. 

 

Let us know what you think! We're continuing to refine the Spending Trend graph, especially as we look ahead to adding forecasting/projections to the PI Dashboard. (See the Roadmap for more information.) If you have feedback or questions, send a message through the PI Dashboard (click the Help icon at the upper-right) or send email to pidash@cornell.edu