Roadmap & Release Notes

The PI Dashboard first release was December 3, 2015. New features were added for about two years ending in February 2018. In August 2023 we began updating the infrastructure and code. This culminated in a complete re-write of the front end which was released in December 11, 2024. This release allows us to begin work on new functionality.

What's Coming Next?

We have begun work on “Sponsored Expense Review”, a tool to help faculty review their labor and purchase expenses and record their review. This solution will replace the annual salary certification process. This is a large project and we will release features incrementally starting in the spring. Initial discovery has been completed and we will share our plans with research administrators in January. Final rollout to faculty will occur in the fall.

Updated December 13, 2024

Roadmap for Future Releases

Features Estimated Release
Sponsored Expense Review — Allow PIs to complete Expense Review online. This addresses a compliance and audit issue, but we hope to make it easy to use and useful. We will be releasing this new functionality incrementally in the spring and summer and rolling it out for all faculty to use in the fall. Fall 2025
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. Fall, 2025
Improved Post Award Support — We know we want to build labor expense esitmates and planning tools. We'll be doing discovery over the summer and fall to determine where we'll start. TBD

Updated 12/12/2024

Featured
December 2024 — More Work Under the Hood
December 2024 — More Work Under the Hood

No Significant New Functionality

Our serious tuneup continues. This time we’ve improved web accessibility and updated our logo while we rewrote the front end in a modern web framework. This framework replaces the antiquated one we originally selected for the PI Dashboard in 2014.

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February 2024 — Work Under the Hood
February 2024 — Work Under the Hood

No New Functionality

After 6 years of neglect, we’re giving the PI Dashboard one serious tuneup, but it’s all under the hood. We’ll have another round of upgrading the frameworks and languages and then we can start on new features.

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April 2020 — Remediate PI Dashboard for RASS

Update the PI Dashboard to make use of data from the new Research Administration Support System (RASS).

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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.) 
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November 2017 Release
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.

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spending trend graph update 1.png
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.

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April 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.
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October 2016 Release
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. 

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September 2016 Releases
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.
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August 2016 Release
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...
Read More →

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.

Featured
Monthly Email to Faculty about their Research Finances
Monthly Email to Faculty about their Research Finances

managers. The email includes effort distributions for all staff paid in the prior month, project balances and a graph of the spending on each of their project. 

September Updates and Demos
September Updates and Demos

Watch a demonstration of new features in the PI Dashboard, as given at the September 2016 Office of Sponsored Programs Round Table Meeting by the PI Dashboard Product Manager.  In this video, we also discuss what's next on the roadmap for systems delivered by the Office of the Vice Provost for Research at Cornell.

Planned Releases for Summer and Fall 2016
Planned Releases for Summer and Fall 2016

Dashboard development is back in full swing. It feels great to be back! (We were sidetracked by the annual research expenditures and the conflict of interest processes.) Here's what we have queued up for this summer and early fall.

  • Bug Fixes
  • Editable Notes -- Make notes to yourself your research administrators
  • Improvements to existing pages -- You've given us some feedback, we've been listening
  • Personnel -- See the status of your research team at a glance
  • Monthly Research Status Email -- A quick summary of your research projects and personnel so you don't need to check them in the PI Dashboard.
PI Dashboard Announced to Research Center PIs -- 1/28/2016
PI Dashboard Announced to Research Center PIs -- 1/28/2016

The Office of the Vice Provost for Research (OVPR) is building the PI Dash, under the oversight of a faculty steering committee and according to faculty specifications. The PI Dash is designed to be an easy to use, modern browser-compatible web user interface that, when it is fully implemented, faculty will be able to use as a single point for obtaining all the information needed to effectively manage the administrative aspects of their sponsored projects and their full financial portfolio, both sponsored accounts and other funds. -- A similar announcement was sent to remaining PIs on March 3rd, 2016

The Launch
The Launch

The Office of the Vice Provost for Research (OVPR) held a product launch event at the Office of Sponsored Programs (OSP) round table meeting.  OVPR and their Research Administration Support (RAS) Information Services team announced the initial release of their PI Dashboard system, which will be rolled out to faculty across campus over a 2 month period starting in January.  The slide deck from the presentation is available and a video of the event is posted in this article.  

Accessibility

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.

Your new home awaits.