UW Research

March 12, 2025

Demos for Principal Investigator Dashboards – March 21, 24-27

Vice Provost for Research Mari Ostendorf invites principal investigators to join an upcoming demo session on using two financial dashboards for PIs: the Post Award Dashboard and Principal Investigator Dashboard. The dashboards give PIs tools for fast analysis of their portfolios including sponsored grants, awards, stand-alone grants, gifts, staffing, and more. 

Developers from the Finance Data Group and Office of Research will demonstrate how to use both dashboards and answer specific questions from PIs who are looking at their portfolios opened in the tools. All feedback from PIs will be tracked and used to improve training for these tools. 

Demo Information:

  • Join one of our 1-hour demos on Zoom at your convenience  
  • Mar 21, 24, 25, 26, 27, 9:00 am – 10:00 am
  • Zoom link for all sessions:  https://washington.zoom.us/j/98251946207
  • Demos will not be recorded 
  • PIs are invited to ask questions and share screens 

Topics Covered: 

The PI Dashboard 

  • My Sponsored Grants tab: 
    • What is the balance remaining the subaward contracted out to me by another PI? 
    • Is there a new worktag yet for my award year? 
    • When does the current worktag for my award expire? 
  • My Awards tab: 
    • What’s the overall balance on my award? 
    • Was this person paid on the award like they were supposed to be? 
    • What is the balance remaining on the subaward I contracted out to a colleague? 
    • Did we pay that vendor? 
  • My Stand-Alone grants: 
    • What’s the balance remaining in my start up funds? 
    • Have I received that deposit yet? 
  • My Gifts: 
    • Mr. Smith asked me about that donation, did that get put into my account? 
    • Do I have enough funds in this gift to support this research project? 
  • Grant Staffing: 
    • My research scientists has been helping out Dr. A with his experiments. I want to make sure they are getting paid for their time. 
    • My staff have started working on my new grant, did that effort get paid on the grant yet? 

Post Award Dashboard

    • Who’s being paid on my grant? 
    • What’s that charge? 
    • How long do I have left to spend on this grant? 
    • How much was this grant funded for in the current period? 
    • How much do I have left to spend in the current period? 
    • What is the balance remaining before and after encumbrances? 
    • Does the balance remaining include projections?