Research Management Reports

 

The research management report folder contains reports utilized by the Grants and Contracts offices, departmental administrators, and Principal Investigators.

 

 


File Folder Labels

Label generating report used to attach to paper files in the Central Office file rooms.

 

Caption

Type

Description

PCRO-Executed Date (From):

Date

Start of the date range for when a record was PCRO-Executed in InfoEd

PCRO-Executed Date (To):

Date

End of the date range for when a record was PCRO-Executed in InfoEd

Institution

Pick List

Based on security, lists all available institutions.  Department/Unit selections are based on what Institution is selected.

Department

Pick List

Based on security, lists all available departments for the selected Institution

Unit

Pick List

Based on security, lists all available units (if applicable) under the selected department

Sponsor Type

Multiselect

Can be either ALL, individual, or multiple Sponsor Types.  To select more than one, hold down the “CTRL” button then clicking on multiple Sponsor Types

Sub activity Type

Yes/No

Can be either ALL, individual, or multiple Sponsor Types.  To select more than one, hold down the “CTRL” button then clicking on multiple Sub activity Types

 

 


Termination Report

This report determines upcoming grants and contracts that will be ending, and sorts it by the appropriate case manager.  It allows the effective prioritization of resources to ensure the termination process meets all requirements and regulations.

 

Caption

Type

Description

Project End Date (From):

Date

Start of the date range for a record’s project period end date

Project End Date (To):

Date

End of the date range for a record’s project period end date

Institution

Pick List

Based on security, lists all available institutions.  Department/Unit selections are based on what Institution is selected.

Department

Pick List

Based on security, lists all available departments for the selected Institution

Unit

Pick List

Based on security, lists all available units (if applicable) under the selected department

Pre Award Manager

Multiselect

Can be either ALL, individual, or multiple Pre Award Managers.  To select more than one, hold down the “CTRL” button then clicking on multiple Pre Award Managers (note, filtered based on above search criteria).

Post Award Manager

Multiselect

Can be either ALL, individual, or multiple Pre Award Managers.  To select more than one, hold down the “CTRL” button then clicking on multiple Post Award Managers (note, filtered based on above search criteria).

Group By

Pick List

Can be either Institution, Department, Pre Award Manager, Post Award Manager, or Principal Investigator

 


Industry Agreements Received

Documents all Industry agreements created over a specified time period

 

Caption

Type

Description

Created Date (From):

Date

Start of the date range for a record’s created date

Created Date (To):

Date

End of the date range for a record’s created date

Institution

Pick List

Based on security, lists all available institutions. 

Proposal Status

Multiselect

Status of the proposal during the date range supplied.  To select more than one, hold down the “CTRL” button then clicking on multiple Proposal Statuses.

Group By:

Pick List

Can be either Institution, Department, PCRO Case Manager, or Principal Investigator

 

 

Investigator Activity by Investigator

This report documents, by investigator, both active and pending effort committed against all research proposals or awards including federal, foundation and industry funded.  It is used primarily in the review of Other Support documentation.

 

Caption

Type

Description

Institution

Pick List

Select the appropriate associated institution for the PI.  Note:  You must select an institution first or you will not receive any results from the PI last name search

Department

Multiselect

Optional: select the appropriate department, if desired

Principal Investigator

Search

Enter the LAST NAME only of the Principal Investigator you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

 


Deliverables Report

This report is used to document any deliverables that may be required per the terms of the award notice.  It allows us to monitor the status of the deliverables and assists in ensuring we meet sponsor requirements.

Caption

Type

Description

Deliverable Due Date (From):

Date

Start of the date range for a deliverable’s due date

Deliverable Due Date (To):

Date

End of the date range for a deliverables’ due date.

Institution

Pick List

Based on security, lists all available institutions.  Department/Unit selections are based on what Institution is selected.

Department

Pick List

Based on security, lists all available departments for the selected Institution

Unit

Pick List

Based on security, lists all available units (if applicable) under the selected department

Pre Award Manager

Multiselect

Can be either ALL, individual, or multiple Pre Award Managers.  To select more than one, hold down the “CTRL” button then clicking on multiple Pre Award Managers (note, filtered based on above search criteria).

Post Award Manager

Multiselect

Can be either ALL, individual, or multiple Pre Award Managers.  To select more than one, hold down the “CTRL” button then clicking on multiple Post Award Managers (note, filtered based on above search criteria).

Principal Investigator

Search

Enter the LAST NAME only of the Principal Investigator you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

Deliverable Category

Multiselect

Can be either ALL, individual, or multiple deliverable categories.  To select more than one, hold down the “CTRL” button then clicking on multiple deliverable categories.

Deliverable Status

Multiselect

Can be either ALL, individual, or multiple deliverable statuses.  To select more than one, hold down the “CTRL” button then clicking on multiple deliverable statuses.

Proposal Number

Text Entry

Here you can enter s single proposal number, to look at upcoming deliverables for that proposal

Fund Number

Test Entry

Here you can enter s single Peoplesoft fund number to look at upcoming deliverables for that fund

Group By

Pick List

Can be either Institution, Department, Pre Award Manager, Post Award Manager, or Principal Investigator

 


Subcontractors IN Report

This report documents all instances in which the institution is a subcontractor under another institution’s award.  It allows us to proactively monitor the status of incoming subcontract agreements.

 

Caption

Type

Description

Project Period Start Date (From):

Date

Start of the date range for a project’s start date

Project Period Start Date (To):

Date

End of the date range for a project’s start date.

Institution

Pick List

Based on security, lists all available institutions.  Department/Unit selections are based on what Institution is selected.

Department

Pick List

Based on security, lists all available departments for the selected Institution

Unit

Pick List

Based on security, lists all available units (if applicable) under the selected department

Principal Investigator

Search

Enter the LAST NAME only of the Principal Investigator you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

Sponsor

Search

Enter the name of the sponsor you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

Secondary Sponsor

Search

Enter the name of the secondary sponsor you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

Budget Status

Multiselect

Can be either ALL, individual, or multiple budget statuses.  To select more than one, hold down the “CTRL” button then clicking on multiple deliverable categories.

Group By

Pick List

Can be either Budget Status, Department, Institution, Post Award Manager, or Sponsor

 


Subcontractors OUT Report

This report documents all awards and proposals which require outgoing subcontract agreements.  It allows us to proactively monitor and prioritize the execution of outgoing subcontracts.

Caption

Type

Description

Project Period Start Date (From):

Date

Start of the date range for a project’s start date

Project Period Start Date (To):

Date

End of the date range for a project’s start date.

Institution

Pick List

Based on security, lists all available institutions.  Department/Unit selections are based on what Institution is selected.

Department

Pick List

Based on security, lists all available departments for the selected Institution

Unit

Pick List

Based on security, lists all available units (if applicable) under the selected department

Principal Investigator

Search

Enter the LAST NAME only of the Principal Investigator you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

Sponsor

Search

Enter the name of the sponsor you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

Subcontractor

Search

Enter the name of the subcontractor you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

Budget Status

Multiselect

Can be either ALL, individual, or multiple budget statuses.  To select more than one, hold down the “CTRL” button then clicking on multiple deliverable categories.

Group By

Pick List

Can be either Budget Status, Department, Institution, Pre Award Manager, Sponsor, or Subcontractor

 


Proposal Transaction Report

This report documents the volume of proposals processed.  It allows us to assess and compare the number of proposals over a particular deadline, fiscal year, etc.

Caption

Type

Description

Sponsor Due Date (From):

Date

Start of the date range for a sponsor due date

Sponsor Due Date (To):

Date

End of the date range for a sponsor due date.

Institution

Pick List

Based on security, lists all available institutions.  Department/Unit selections are based on what Institution is selected.

Department

Pick List

Based on security, lists all available departments for the selected Institution

Unit

Pick List

Based on security, lists all available units (if applicable) under the selected department

Principal Investigator

Search

Enter the LAST NAME only of the Principal Investigator you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

Pre Award Manager

Multiselect

Can be either ALL, individual, or multiple Pre Award Managers.  To select more than one, hold down the “CTRL” button then clicking on multiple Pre Award Managers (note, filtered based on above search criteria).

Post Award Manager

Multiselect

Can be either ALL, individual, or multiple Pre Award Managers.  To select more than one, hold down the “CTRL” button then clicking on multiple Post Award Managers (note, filtered based on above search criteria).

Sponsor

Search

Enter the name of the sponsor you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

Proposal Status

Multiselect

Can be either ALL, individual, or multiple proposal statuses.  To select more than one, hold down the “CTRL” button then clicking on multiple proposal statuses (note, filtered based on above search criteria).

Budget Status

Multiselect

Can be either ALL, individual, or multiple budget statuses.  To select more than one, hold down the “CTRL” button then clicking on multiple budget statuses (note, filtered based on above search criteria).

Group By

Pick List

Can be either Institution, Department, Pre Award Manager, Post Award Manager, Proposal Status, or Sponsor

 


Awarding Report

This report includes information related to active awards that can be used to ensure that compliance and deliverable requirements are met.  Additionally this report is used to assess workload volume for departments and RM case managers.

 

Caption

Type

Description

Sponsor Due Date (From):

Date

Start of the date range for a sponsor due date

Sponsor Due Date (To):

Date

End of the date range for a sponsor due date.

Institution

Pick List

Based on security, lists all available institutions.  Department/Unit selections are based on what Institution is selected.

Department

Pick List

Based on security, lists all available departments for the selected Institution

Unit

Pick List

Based on security, lists all available units (if applicable) under the selected department

Principal Investigator

Search

Enter the LAST NAME only of the Principal Investigator you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

Pre Award Manager

Multiselect

Can be either ALL, individual, or multiple Pre Award Managers.  To select more than one, hold down the “CTRL” button then clicking on multiple Pre Award Managers (note, filtered based on above search criteria).

Post Award Manager

Multiselect

Can be either ALL, individual, or multiple Pre Award Managers.  To select more than one, hold down the “CTRL” button then clicking on multiple Post Award Managers (note, filtered based on above search criteria).

Sponsor

Search

Enter the name of the sponsor you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

Proposal Status

Multiselect

Can be either ALL, individual, or multiple proposal statuses.  To select more than one, hold down the “CTRL” button then clicking on multiple proposal statuses (note, filtered based on above search criteria).

Budget Status

Multiselect

Can be either ALL, individual, or multiple budget statuses.  To select more than one, hold down the “CTRL” button then clicking on multiple budget statuses (note, filtered based on above search criteria).

Fund Number

Text Entry

Here you can enter s single Peoplesoft fund number to look at upcoming deliverables for that fund

Group By

Pick List

Can be grouped by Department, Institution, Post Award Manager, Pre Award manager, or Sponsor

Advanced Fund

Yes/No

Include records with advanced funds? Leave ”ALL” to disregard this filter.

Using Biohazard

Yes/No

Include records using biohazards?  Leave ”ALL” to disregard this filter.

Using Humans

Yes/No

Include records using humans?  Leave ”ALL” to disregard this filter.

Using Animals

Yes/No

Include records using Animals?  Leave ”ALL” to disregard this filter.

Using Stem Cells

Yes/No

Include records using stem cells?  Leave ”ALL” to disregard this filter.

Using DNA

Yes/No

Include records using DNA?  Leave ”ALL” to disregard this filter.

Cancer Related

Yes/No

Include records that are cancer related?   Leave ”ALL” to disregard this filter.

 

 

 


Non-Standard F&A Rate Awards

This report documents all awards that were booked with an indirect cost rate that is not consistent with our current DHHS negotiated rates.

Caption

Type

Description

Project Start Date (From):

Date

Start of the date range for a record’s project period start date

Project Start Date (To):

Date

End of the date range for a record’s project period start date

Institution

Pick List

Based on security, lists all available institutions.  Department/Unit selections are based on what Institution is selected.

Department

Pick List

Based on security, lists all available departments for the selected Institution

Unit

Pick List

Based on security, lists all available units (if applicable) under the selected department

Principal Investigator

Search

Enter the LAST NAME only of the Principal Investigator you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

Pre Award Manager

Multiselect

Can be either ALL, individual, or multiple Pre Award Managers.  To select more than one, hold down the “CTRL” button then clicking on multiple Pre Award Managers (note, filtered based on above search criteria).

Post Award Manager

Multiselect

Can be either ALL, individual, or multiple Pre Award Managers.  To select more than one, hold down the “CTRL” button then clicking on multiple Post Award Managers (note, filtered based on above search criteria).

Group By

Pick List

Can be grouped by Department, Institution, Post Award Manager, Pre Award manager, or Sponsor

 


Advance Accounts by Department

This report documents those fund numbers that were setup in advance of an actual notice of award being received.  It allows us to proactively monitor and follow-up with the sponsor on the status of the award notice.

Caption

Type

Description

Project Start Date (From):

Date

Start of the date range for a record’s project period start date

Project Start Date (To):

Date

End of the date range for a record’s project period start date

Institution

Pick List

Based on security, lists all available institutions.  Department/Unit selections are based on what Institution is selected.

Department

Pick List

Based on security, lists all available departments for the selected Institution

Unit

Pick List

Based on security, lists all available units (if applicable) under the selected department

Principal Investigator

Search

Enter the LAST NAME only of the Principal Investigator you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

Pre Award Manager

Multiselect

Can be either ALL, individual, or multiple Pre Award Managers.  To select more than one, hold down the “CTRL” button then clicking on multiple Pre Award Managers (note, filtered based on above search criteria).

Post Award Manager

Multiselect

Can be either ALL, individual, or multiple Pre Award Managers.  To select more than one, hold down the “CTRL” button then clicking on multiple Post Award Managers (note, filtered based on above search criteria).

Sponsor

Search

Enter the name of the sponsor you are searching for.  Either hit “Enter” of click “Search.”  Highlight the desired result. (Note:  If the search only yields one result, it will be automatically highlighted).

Group By

Pick List

Can be grouped by Department, Institution, Post Award Manager, Pre Award manager, or Sponsor