Faculty/PI Dashboard

Navigation Overview

Across the top of the dashboard, tabs and sub-tabs help you navigate between reports and drill down into details. Filters and custom views allow you to refine the data as needed. At the top of most reports, you’ll see filters that allow you to refine the data. These filters can be saved as customizations for future use, so you can quickly return to frequently used views.

Most reports offer multiple views:

• Summary view provides high-level insights.
• Detail view displays additional fields for a more in-depth look at the data.

The dashboard is designed to present the most important information up front, with the ability to drill down further as needed.

Note: The dashboard is view-only. No data entry is required or permitted. All navigation is done using the tabs across the top. When you open a drill report, it will appear in a new window. Simply close that window when you're done to return to the main dashboard.

Summary Tab Report

This is your launch point. It provides a high-level overview of your active awards, available balances, and quick links to detail and financial reports.

At the top of the summary screen, you’ll see several info boxes showing:

• The number of awards and projects in your portfolio
• The total budget amount
• The remaining balance

Clicking on any of these boxes will drill down to a corresponding detailed report.

Below that, you’ll find two important graphs:

• On the left, you’ll see the Current Sponsored Award Balance Report, which displays award budget amount, award expense amount, and the award remaining balance.
• On the right, you’ll find the Current Faculty Funds Balance Report showing similar financial data.

Clicking on an award number in these graphs will drill down to a financial report, showing:

• Award balances by expenditure category
• Associated project financials
• Scrolling further down the summary page, you’ll also see visual summaries like Budget by Sponsor and Balance by Project Type — helpful for getting a quick overview of your award and project portfolio.