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