Communications from the Chief Scientific Officer

We are pleased to announce the launch of a new grant tracking resource: the PI Fund Reporting dashboard. Developed with the collective effort of faculty, administrators, and several central PSOM offices, the dashboard will provide up-to-date information about your grants, including fund expenditures and encumbrances as of the previous day, as well as a summary of payments to your lab members (including graduate students) and a list of pending proposals. In the future, we will be adding gift, endowment and special purpose/start-up funds to the dashboard.  

Please note that only research activity processed and managed through University systems (e.g., PennERA, BenFinancials) is shown in the dashboard.  Grants awarded and managed through the VA or CHOP are not captured.  

You can login via the dashboard link at the top of the PI Fund Reporting page on the Decision Support and Analysis (DSA) website using your UPHS login ID. Login instructions as well as presentations that provide tours of the reports and pages in the dashboard and tips about using PowerBI features can also be found on this website. The Offices of Decision Support and Research Support Services are planning to hold informational sessions about the dashboard; dates and times are forthcoming.

We value your feedback as we continue to refine and update this resource.  Please use the form available on the DSA website or within the dashboard itself. If you have problems accessing your portfolio or have questions about PowerBI or dashboard functionality, please email Lynn Meaney. If you have questions about the data represented, please contact your departmental grant manager and/or Marianne Achenbach.

Thank you,

E. Michael Ostap, PhD

Senior Vice Dean and Chief Scientific Officer

and

Chris Masotti, CPA, MBA

Senior Vice Dean of Finance and Operations