Sponsored Projects Principal Investigator Dashboard

Northern Arizona University Office of Sponsored Projects (OSP) in collaboration with Institutional Research and Analysis (IRA) and Information and Technology Services (ITS) is pleased to announce The Sponsored Projects Principal Investigator Dashboard (“PI Dashboard”).

Purpose of the Sponsored Projects Principal Investigator (PI) Dashboard?
Development of the PI Dashboard was conceived via frequent inquires received by OSP, including input from Principal Investigator/Program Directors, who desired a tool to access their sponsored projects budgetary information.

As a result, the PI Dashboard was developed for the purpose of allowing Principal Investigators (PIs) and Program Directors (PDs) the ability to review budget, expenditure, and encumbrance information related to their active sponsored projects accounts.

Functionality of the PI Dashboard
The PI Dashboard provides PIs/PDs the ability to review quickly and conveniently their active sponsored projects awards, including Award Titles, Project Titles, Award Type, Award Sponsor, Award Start and End Dates, Sponsored Budget, Expenses, Encumbrance/Pre-Encumbrance totals, and Available Budget amounts for each project.

The PI Dashboard also includes a list of select team members associated with sponsored projects (e.g. Co-PI’s), as well as the name of the OSP Fund Manager and Post Award Administrator assigned to the sponsored project. PIs/PDs can e-mail the assigned OSP Fund Manager and Post-Award Administrator directly from the Dashboard to ask questions about information displayed for their sponsored project(s).

Information displayed for sponsored projects is updated nightly to ensure PIs/PDs have the most current transactional information related to their sponsored projects.

While the Dashboard does not contain all information that PIs/PDs desire, it does contain common information most useful for PIs/PDs to begin to self-monitor financial transactions on their sponsored projects. Additional features for the Dashboard are planned for a future phase based on input received from dashboard beta testers.

Accessing the PI Dashboard
For security and data integrity purposes, IRA requires all personnel utilizing the Sponsored Projects Principal Investigator Dashboard complete FERPA and Tableau Training prior to accessing the Dashboard. If you have not already completed these training, the FERPA and Tableau Training links are provided below.

The FERPA training and test is located at https://in.nau.edu/ferpa/. The brief tutorial and quiz are located under the menu bar.

The Tableau Data Usage and Access Training can be found at https://in.nau.edu/data-governance/training-opportunities

Chrome is the recommended browser for the Tableau Training portal. Please be sure to select the “submit” button so a completion record is created. Following your completion, please email Tableau@nau.edu to request an account.

Following completion of all required tutorials and account set up, users can access the PI Dashboard to review their current sponsored projects information. A link to access the PI Dashboard can be found on the OSP website at: https://in.nau.edu/osp/

Getting Help with Using the Dashboard
OSP will be provide training, demonstration, and information sessions through July. The date/time of these sessions can be found https://in.nau.edu/osp/information-sessions/

Please RSVP at OSP-RSVP@nau.edu to attend an informational session. Additional sessions will be scheduled during the 2019-2020 academic year.

Please send an e-mail to PIDashboard@nau.edu if you have any questions.