pi dashboard - osp round table dec 2015 · 2019-06-25 · product managerfor thepidashboard....
TRANSCRIPT
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PI DashboardOffice of the Vice Provost forResearchCathy LongAssociate Vice President for Research Administration
Paul Davis
Product Manager for the PI Dashboard
DECEMBER 21, 2015
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Agenda
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• PI dashboard background
• Purpose
• Roadmap
• Demonstration
• Action items
• Questions and Answers
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OVPRResearch AdministrationSupport Initiatives B2008
Enhance Internal Operations Key Performance IndicatorsService 2008 Measurement 2008• Improve service, quality, •
response time• Apply risk-based decision-
making• Reduce burden• Manage costs
Monitor, inform continual improvement
• Evaluate overall sponsored activity
• Assess progress and effectiveness of initiatives
Research AdministrationSupport System (RASS)System 2010• Assist/focus on campus• Sponsored non-financial
processes• Streamline processes,
reduce burdenBroad campus participation
RA DashboardsData 6/13
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• Assist/focus on RAs• One place for financial and
project data• C&P reports• Financial projections• Replace local systemsRA Steering Committee
PI DashboardsData 1/14• Assist/focus on PIs• One place for financial and
project data• Quickly answer “top 10” ?s• “What-if” projections• Other TBD by PIsPI Steering Committee
Internal CommunicationsInformation and support 8/14• Improve content, delivery,
effectiveness, technology• Easy to find/use• Improve support, reduce
burdenFaculty/RA Steering Committee
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PI Dashboard Purpose• Assist PIs specifically in
managing projects
• One source, combine data across “functions”
• Quickly answer “top 10”
• “What if” and expense projections
• Address current issues– Browsers, admin silos, ease of use,
purchasing/people detail
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Additional Benefits
Pressures• Years of reductions in staff• Ever growing regulatory requirements• Fierce competition for limited dollars• Critical need for staff to work with
faculty and perform admin worknecessary to conduct research
Easing Burden w/PI Dash• Self service for many PI questions• Automate some communications• Automate and standardize projection
function and replace shadow tools
• Provide relief for staff to enable focus on other/newresearch support functions
To achieve excellence in research we need to have excellent staff in the colleges, departments and centers in numberssufficient to provide our investigators with the support required to efficiently and successfully administer their sponsored research programs.
-Robert A. Buhrman, Senior Vice Provost for Research
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Process
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• Faculty needs (prelim)• Benchmark• Mock screens• Faculty advisory committee
– Detailed faculty requirements– Re-design screens– Decide build order
• Active mocks• Faculty “usability” input• Code, update, iterate• Introduce to research admins
and their faculty
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Faculty Participation
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STEERING COM M ITTEE
• Paula Cohen, Professor, Biomedical Sciences
• John Lis, Professor, Molecular Biology and Genetics
• John March,Associate Professor, Biological and Environmental Engineering
• Kim O’Brien, Professor, Nutritional Sciences
• Lars Rudstam, Professor, Natural Resources
• Frank Wise, Professor,Applied and Engineering Physics
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Faculty Participation
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USABILITY/ CONTEN T/ NAVIGATION
• Poul Peterson, Assistant •Professor, Chemistry and
Chemical Biology
• Anna Thalacker-Mercer,
Assistant Professor, Div. of
Nutritional Sciences
• Bett ina Wagner, Associate
Professor, Population Medicine
and Diagnostic Sciences
Itai Cohen, Associate
Professor, Physics
• Chris Fromme, Associate
Professor, Molecular Biology &
Genetics
• Kyle Shen, Assistant Professor,
Physics
• FAC: Paula Cohen, John Lis,
John March
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Roadmap
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Upcoming Releases
Release Content Timeframe
1 Financial Management Tool w/out labor– project financials and documents, sponsored and non-sponsoredaccounts, transactions
December 2015
1.1 Personnel (who is paid on which projects), cost-share accounts
Q1 2016
2 Enhanced pay transaction detail, e-mailw/details from selected row, more labordetail in transactions
End of Q2 2016
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Roadmap
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Later Releases
Release Content Timeframe
3 Simple financial projections Q3 2016
4 Protocol, Proposal, Award Status, Home Page
Q1 2017
5 Robust Financial Projection Tool TBD
6 Financial What-If Scenario Tool TBD
7 Action List on homepage TBD
8 Training TBD
9 Inventions TBD
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PI Dashboard Demonstration
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pidash.cornell.edu
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Financial Overview
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Works on Tablet & Phone
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Project – Financial Detail
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Transactions
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PI Dashboard Demonstration
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End Demo
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What Content Do Faculty See
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• Awards– All Pending or Active Awards where they are PI or AM on any project account
– All project documents for those projects
• Account Summaries– All open accounts where they are AM or PI
– Any closed accounts for the projects above where they are AM or PI
– A special “My Accounts” summary for the project accounts they choose to group together
• Transactions– All transactions in the last 90 days for all accounts where they are account manager
– Labor detail for labor transactions
– Purchase detail for most eShop purchases
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What Content Do RA’s See
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• Accounts and Transactions– You will see accounts for which you are AM
– You will see transactions for those accounts including labor and eShop purchased items
• Act As– You can “Act-As” privileges are the same as in the Accounting Dashboards
– You will see exactly what your faculty see, including labor transactions– Any changes you make to “My Accounts” or Nicknames will be there for the faculty
member to see as well
• Access is a subset of the accounting dashboards
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Personnel
Smith, Steven Acad Prof $100,000 36% -
Barrett, Kate Fellow $50,000 61.3% -
Name Employee Title Compensation Fringe Rate Term Date
Vogt, Janet PostDoc $50,000 36% 06/30/15
2014Oct
2015Jan Apr July
Cunningham, Joe GradSupp $50,000 0% -
FinancesWhat-If
AnalysisProposals
rds Finances Finances Protocols InventionsAction List and AwaWhat-If
Analysis InventionsProtocols and TrainingFinancesPI
Dashboard Personnel Non-Financial Agreements
ActionList
Proposals and Awards
Details / Actions
25% Direct Charge25% Cost Share
Add New
Sethi, Sunny Student $25,000
Hoffman, Phil Non-Cornell $150,000 NA -
Training Detail
Personnel – List (early mockup)
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Personnel SMITH, STEVEN
ProtocolsType
IACUC 09060449
Add EmpTliotleyee to NewProtocol Genome Sequencing of D… 10/31/14 Yes
IRB 0382720 A Platform for the Design… 08/30/14 No
Protocol # Protocol Expiration Date
Training Completed?
RCR Training Training 2Training 3
$ %Financials
FinancesWhat-If
AnalysisProposals
rds Finances Finances Protocols InventionsAction List and AwaWhat-If
Analysis InventionsProtocols and TrainingFinancesPI
Dashboard Personnel Non-Financial Agreements
ActionList
Proposals and Awards
Details / Actions
TBD
TBD
TBD
TBD
Personnel – Individual (early mockup)
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Enhanced Pay Transaction Information
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Roll Out Plan
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• Early Invitations – Last 2 weeks– Research center directors and finance staff, and one academic department
– Currently 61 users
• OSP Round Table – Today
• Work with colleges on rollout plans – next few weeks
• Invitations will be sent to faculty in waves – Jan-Feb• You are welcome to share the PI Dashboard with your faculty
as you meet with them
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Action Items for You
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• Correct “My Accounts” for each of your faculty– Act As each faculty member– Drill into each project that has more than one account– Edit account list to remove subcontracts and any accounts the faculty shouldn’t spend
money out of
• Add Nicknames as appropriate
• Load detailed budgets for projects– This requires a budget adjustment eDoc that is routed through SFS
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Action Items for You
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• Review account managers
• ReviewAct-As access
• Schedule meetings with your faculty
• Send us questions, feedback, suggestions, advice– [email protected] or question menu in pidash.cornell.edu
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Questions?• PI Dashboard: pidash.cornell.edu
• Feature Tour Video: guide.pidash.cornell.edu/feature-tour
• Guide: guide.pidash.cornell.edu
• Question Mark menu in the dashboard
• Email: [email protected]
• Paul Davis (Product Manager)– 254-5068– [email protected]
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