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!
Download ALL your transactions. The PI Dashboard limits you to looking at transactions from the last 90 days. We heard from many of you that this is a significant limitation.
You can now download all your transactions since July 2011, when KFS was launched.
- Includes transactions on closed projects and accounts.
- File is .csv format (comma-separated values).
- Doesn't include all information from the details panel.
We anticipate that many users will open the file in Excel and use filters and pivots to explore the data.
What do you think? If you would like more information included in the file or would like the data in a different format, let us know at firstname.lastname@example.org. If there is enough interest, we can provide purchase and pay level details, or deliver a pre-formatted Excel spreadsheet.
Roadmap for Future Releases
|Features||Estimated Release Date|
|Personnel Page — Shows personnel data by project and by PI research team; allow addition of team members not paid on PI funds (ex: fellows, undergrads).||Q1 2017|
|Research Project Status Email sent monthly — Monthly email to all PIs containing a summary of their project financials, research personnel, and the months transactions. Includes links to the PI Dashboard for more detail||Q2 2017|
|Financial projections: personnel — Allow Research Administrators (RA) to enter anticipated labor (staff, GRA, etc.) expenses; incorporates projections in financial reports; allow PIs and RAs to review balances including the impact of upcoming costs not yet recorded in a central system.||Q3 2017|
|Replace the RA Dashboards — Replace the RA Dashboards by adding functionality to the PI Dashboards||Q1 2018|
|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|
|Financial What-If Scenario Tool — Allow PIs to test impact of various spending options and forward final decision to RAs to review and implement||TBD|
|Send projections to Kuali accounting reports and revised labor distributions to Workday — Send labor distribution changes automatically to Workday. Add projection data to the accounting, and subsequently, RA Dashboards.||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|
|Action List — Display tasks from a rules engine (e.g.: upcoming project end and renewal dates, progress reports, protocol renewals); approval requests from central systems (ex: approve travel reimb.); other TBD by PIs||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|
|Delegation — Allow PIs to delegate access to some or all of their data to others||TBD|