Update the PI Dashboard to make use of data from the new Research Administration Support System (RASS).
February 2018 Release
As always, we want to thank our PI Dashboard user community for sending comments and suggestions. Many of the updates in this release come directly from your feedback. Thank you for your continued partnership!
- Log out to protect data. If you are using a public or shared computer, you can now log out of the PI Dash and then close your browser to protect private data. Click Logout and then remember to close your browser. (Closing the browser prevents anyone from re-opening the PI Dashboard.)
November 2017 Release
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.
June 2017 Release
As we work on the content and design for the upcoming Monthly Email Update, we spoke with faculty about the PI Dashboard. As a result of those discussions, we've refined the way the Spending Trend graph displays data. Those changes are part of the June 2017 release.
April 2017 Release
- Much more detail about people is available either on the new Personnel page or through the Finances pages for projects or accounts.
- See who is funded by a project on the Personnel page.
- Sort by project to scan quickly for information.
- Filter the page to focus on particular people, projects, or accounts.
- Answer other common questions about personnel.
October 2016 Release
Download ALL your transactions. The PI Dashboard limits you to looking at transactions from the last 90. 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. This includes transactions on closed projects and accounts.
September 2016 Releases
- Added Information about Personnel Funded by Project: Personnel paid this month on a project are listed on the bottom of the project page. The details panel includes a photo of the person (from their CU ID) and lists all their current positions. Much more personnel functionality is planned for the next few releases.
- Now support Bookmarking Pages or Emailing URLs to others: You can now copy and email the URL to someone who can act as you, and they will see what you are looking at. If they don't have permission to act as you, they get a nice error message describing how to request it.
- Added Act-As Support for Central Financial Staff: People who can act-as hundreds of people can now change the netid in the URL.
August 2016 Release
This release added details for different account types and proposals.
- Lots of details for Federally Appropriated, Non-sponsored, and Cost Share accounts
- Pending Proposal information
- More Transaction Details including who received the purchase
- Contact information for investigators and admin contacts
- And lots of smaller improvements...
June 2016 Release
This release improves the original functionality. We added columns, fixed labels, and added a few minor features.
- Added Notes for every row
- Account Numbers for "My Project Accounts" are now easy to see
- Added Direct Balance and Period End Columns
- Income transactions are now shown for non-research accounts
- and more...
April 2016 Release
The following changes were made:
- The Balances Bug is Fixed -- Non-sponsored Account Balances are now correct and we've restored the "Non-Sponsored Funds Section". The balances now match Web Financials.
- The Data for the PI Dashboard is now being updated nightly. The values displayed will match their counterparts in the financial dashboards and RA Dashboards.
- We've removed the cents columns on the homepage.
