Instructional Leadership, emphasis: K-12 School Leadership (MEd)
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  1. IN
  2. NAU Research
  3. Proposal and award management
  4. Project management
  5. PI Dashboard

PI Dashboard

The NAU Office of Sponsored Projects (OSP), in collaboration with Institutional Research and Analysis (IRA) and Information Technology Services (ITS), offers the Sponsored Projects Principal Investigator Dashboard (PI Dashboard).

Purpose of the Sponsored Projects Principal Investigator (PI) Dashboard?

The PI Dashboard was developed in response to frequent requests received by OSP and input from principal investigators (PIs) and program directors (PDs) seeking an easier way to access sponsored project budget information.

The PI Dashboard allows PIs and PDs to view budget, expenditure, and encumbrance information for their active sponsored project accounts.

Functionality of the PI Dashboard

The PI Dashboard provides PIs and PDs with quick access to information about their active sponsored project awards, including award and project titles, award type, sponsor, start and end dates, sponsored budget, expenses, encumbrance and pre-encumbrance totals, and available budget amounts.

The PI Dashboard lists select team members associated with each sponsored project, such as co-PIs, as well as the assigned OSP fund manager and post-award administrator. PIs and PDs can email these OSP contacts directly from the dashboard with questions about their sponsored project information.

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

The PI Dashboard provides key information to help PIs and PDs monitor financial activity for their sponsored projects. Additional features may be added in future updates based on user feedback and evolving project management needs.

Accessing the PI Dashboard

For security and data integrity purposes, IRA requires all personnel utilizing the PI Dashboard complete FERPA and Tableau training prior to accessing the dashboard.

Required training

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.

Questions?

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