Roadmap & Release Notes

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!

 

What's New?

After a hiatus of over 5 years, we are updating the code and infrastructure so we won’t be on out of date versions. This will continue for at least one more release. After that we will start developing new features. To prioritize which features are developed first, we plan to create faculty and research administrator advisory committees.

Updated February 9, 2024


Roadmap for Future Releases

All non-essential work on the PI Dashboard has been postponed until the new Research Administrative Support System is delivered.

Planned

Features Estimated Release
Project Accounts Added to Project Page — Make it easier to view balances on each accounts that make up an award. This will address our most common confusion point, what the balance on the homepage reflects. It also makes it easier to see balances on individual project accounts. Summer, 2024

Iniatives to be Prioritized

Iniative Status
Online Expense Review — Allow PIs to complete Expense Review online. This is a compliance and audit issue, but if designed well it could be a useful tool to check on the project financial status and health. To Be Prioritized
Invention Portal — Allow faculty to submit and review their invention disclosures and other invention related data. To Be Prioritized
Task Launch Pad — Make it easy for Faculty to launch the applications they need to complete common tasks. Where possible take them to the relevant page to address the specific task and organize the list for easy navigation and searching. To Be Prioritized
Project Financial Planning — Address the most common request we here from faculty, "How much money do I have left to spend on this project?" This will involve many releases and probably take several years to realize fully. The goal is to allow PIs and RAs to work together to create a financial plan for the project and see the remaining "spendable balances". Early releases will probably focus on helping RAs create financial planning spreadsheets. Later releases will include planning functionality in the web interfaces. The ultimate goal may be to allow faculty to develop scenarios, such as what happens if I hire a postdoc, to reveiw with their RA, adjust as needed, and encorporate in the targeted plan. To Be Prioritized
Annual Sponsor Reporting — Make it easy to gather the administrative data needed for sponsor reports. e.g.: the the expenses and people funded on the project during a given project year. To Be Prioritized
Honorific Awards Portal — Incorporate the honorific awards management functionality currently delivered in the existing prototype available at FacultyAwardsPortal.research.cornell.edu. To Be Prioritized
List Faculty Research Activity — This is intended to support faculty while they write their annual college performance report. It will list the research activity captured by University systems for the last five years. Data may may include: Proposals Submitted, Awards Won, Research Expenditures, Honorific Awards Won, Invention Disclosures Submitted, Grad Students Advised, etc. Activity metrics may be summarized at the department and college level as well. To Be Prioritized
Enhanced Transaction Functionality — Default to show only transactions faculty typically care about. Show more trasaction history. Allow using the filters on the transactions page to apply to the download. Adds names to each pay transaction allowing name search, salary distribution by month and year and details retroactive adjustments. Include the data visible on the web interface in the download file. To Be Prioritized
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. To Be Prioritized
Protocols, MUAs, etc. — Show protocols, their status and dates, who is on them, etc. To Be Prioritized
Training status — Display training assignments and completion status for PI and research group members To Be Prioritized
Facilities — Provide information for spaces assigned to PIs including some or all of the following: hazards, equipment, who has access, etc. To Be Prioritized
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.) To Be Prioritized

Updated 2/9/2024



Presentations

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.

Accessibility

If you have a disability and are having trouble accessing information on this website or need materials in an alternate format, contact rais-help@cornell.edu for assistance.