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 this release are based on feedback from our PI Dash users. Thank you for your continued collaboration!
Links to the Guide site added to the Help menu. We've expanded the information in this Guide site to help you answer your own questions and use the PI Dashboard more efficiently. This release added links from the Help menu to the Guide site to make it easier to find answers.
Print from the PI Dashboard! You can now print any page of the PI Dashboard to get a nicely formatted and complete output. Use your browser's print command.
More useful wording. We heard that the term "distribution" in reference to pay was accounting jargon and not that useful for regular people. We're now using "Percent of pay" to clarify the wording.
See percent of pay for all people on all accounts. Fixed a bug that had prevented the display of the "percent of pay" on non-sponsored accounts.
Transactions detail panel includes all relevant information. All of the information about a transaction is now included in the Detail panel. This means you can quickly copy and paste from the Details panel to share information about a transaction.
Roadmap for Future Releases
|Features||Estimated Release Date|
|Research Project Status Email sent monthly — Monthly email to all PIs containing a summary of their project financials and research personnel. Includes links to the PI Dashboard for more detail||Staged rollout Q3 2017 - Q1 2018|
|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.