Research Account Dashboard
Designed with faculty and researchers in mind, the research account dashboard (RAD) provides an account listing with balances for sponsored grants and faculty discretionary accounts. Faculty and researchers logging into RAD will be taken straight to their “dashboard” while Business Office staff will be able to access the dashboards for faculty, they support by entering the faculty member’s alias. The data sets used to generate the dashboard data have been specifically designed for this application, so the return of data for the end user is immediate, a significant improvement compared to the existing tools response time.
The Research Account Dashboard can be accessed from within the new electronic research administration system (PERA), the OneCampus Portal, Finance Website, Fiori dashboard, Sponsor Program Website or through the link below:
Once in the dashboard, users can navigate through different views using the tabs at the top of the window. More detailed views of each account can be accessed in the Grant Details, Sponsored Program Details and Faculty Allocation Details using a ‘drop down’ style selection tool on each tab.
RAD is not delivered functionality of PERA, however, representatives from the Finance Office, Sponsored Program Services and Information Technology developed this new summary level tool as a complement to the existing Account Information Management System (AIMS) tool. The RAD reports are updated nightly and provide quick access to account balances other account information for funds the researchers manage.
While PERA will soon become the institutional home for proposal and award records and RAD will provide quick access to account balances and other account information, Account Information Management System (AIMS), will remain accessible for financial transaction detail and account projection tools.
What’s next:
As a follow-on to the release of the RAD, a cross functional group of stakeholders have been tasked with completing a more thorough review of the current AIMS including the account projection and transaction review toolset to assess its functionality and to identify key improvements.
With Phase 1 and the launch of the Research Account Dashboard complete, the project will continue with two additional phases over the next 12-18 months. Planned project phases are described below.
- Phase 2 will focus on an assessment of the existing AIMS tools. The phase will include identification of minor system modifications with high impact. The resolution of bottleneck issues is a primary focus during Phase 2.
- Tentative Schedule: January 2025 – June 2025
- Phase 3 will focus on projection tools and identifying the correct platform to use. The final tool developed is envisioned to serve as the foundation of standardized projections across campus. A key requirement of the final tool will be “scalability” to meet the needs of future growth.
- Tentative Schedule: July 2025 – December 2025.