1. NEW
PI Dashboard
September 2017

2. ConnectCarolina Change Management Team
New PI Dashboard
Jackie Treschl
ConnectCarolina Change Management Team

3. Based on feedback from PIs
The new PI Dashboard
Based on feedback from PIs
Snapshot of financial activity for a PI’s grants
Info pulled from ConnectCarolina
Thoroughly tested
Based on feedback from principal investigators across campus, the ConnectCarolina and InfoPorte teams have updated the PI dashboard.
The new PI dashboard provides a snapshot of a principal investigator’s (PI’s) financial activity, both funding and expenses, at the award and project level.
The information on the dashboard is pulled directly from ConnectCarolina, with information that originates in RAMSeS, so it’s an accurate reflection of what is in the system.
Over the last few months, the ConnectCarolina team has thoroughly tested the new dashboard. They’ve had PIs, research administrators, business managers, as well as OSR staff, ConnectCarolina and InfoPorte team members involved in the testing.

4. 1 2 3 4 Four Things You’ll Like about the new PI Dashboard
You can see the same view your PI sees. 1
The salary projections are accurate. 2
The numbers come from the General Ledger so they’re more stable. 3
As research administrators, here are four things you’ll like about the new PI Dashboard:
You can see the same view your PI sees.
This means you can have access to the same information when looking at projects.
The salary projections are accurate.
We’ll discuss salary projections in greater detail in a minute.
The information comes from the GL Actuals ledger which means the numbers won’t go up and down during the month when budget checking happens and encumbrances are relieved.
It more closely matches the numbers that OSR sees when they’re reporting and billing
OSR can see the same view you can see
This means it’s easier to troubleshoot because you’re both talking about the same numbers.
OSR can see the same view you can. 4

5. Seeing the Same View Your PI sees
MACTRAIN, MICHAEL
All PIs who are listed as a lead PI on a project will automatically have access to the PI Dashboard. When he or she logs in to InfoPorte, the Dashboard is automatically displayed.
As a research administrator, an InfoPorte Administrator can give you access to use the dropdown box to see the same view your PI sees. InfoPorte Administrators can grant access to the dashboards of any PIs who are in their school or division. In other words, they’re not granting access based on the research administrator’s home department but on the PI’s home department. For example, if you are the InfoPorte Administrator for the School of Medicine and the PI’s home department is in the School of Medicine, only you can give a research administrator access to see that PI’s dashboard. It doesn’t matter where the research administrator’s home department is.
It is important to note that because you’re essentially mimicking what your PI sees, you can only see information for one PI at a time.

6. 1. List of Current Awards with Financial Information
Reading the Dashboard
MACTRAIN, MICHAEL
1. List of Current Awards with Financial Information
MACTRAIN, MICHAEL
MACTRAIN, MICHAEL
Showing 1 to 3 of 3 entries
MACTRAIN, MICHAEL
The Dashboard is divided into 3 main sections on the first page:
The top section has a list of current awards with financial information. This shows information such as the UNC Project ID, award title, Sponsor ID and name and the beginning and end dates for the project.
You also see totals for the direct budget, direct expenses, salary projections and the direct balance.
MACTRAIN, MICHAEL
TRAINWELL, JANA
Showing 1 to 3 of 3 entries

7. 2. List of Employees Paid by Projects
Reading the Dashboard
MACTRAIN, MICHAEL
MACTRAIN, MICHAEL
MACTRAIN, MICHAEL
Showing 1 to 3 of 3 entries
2. List of Employees Paid by Projects
MACTRAIN, MICHAEL
The second section is a list of employees paid by projects – in a nutshell, this area shows the salary projections for employees paid from the projects listed above.
MACTRAIN, MICHAEL
TRAINWELL, JANA
Showing 1 to 3 of 3 entries

8. 3. List Programs and Cost Codes
Reading the Dashboard
MACTRAIN, MICHAEL
MACTRAIN, MICHAEL
MACTRAIN, MICHAEL
Showing 1 to 3 of 3 entries
MACTRAIN, MICHAEL
And finally, the third section is a list of Programs and Cost Codes that your PI has access to. Any program or cost codes that have been assigned to the selected PI in InfoPorte show in this list. Departments use cost codes in different ways, so it’s best to check with your departmental business manager to see how your department uses them. This section drills down to the Program/Cost Code tab in InfoPorte.
MACTRAIN, MICHAEL
TRAINWELL, JANA
Showing 1 to 3 of 3 entries
3. List Programs and Cost Codes

9. 1. Information About the Project
Reading the Project Level Project Report
1. Information About the Project
MACTRAIN, MICHAEL
If you click on the Project ID link, a more detailed project report opens. You’ll see information about the project in the top section…
MACTRAIN, MICHAEL

10. 2. Summarized Financial Information
Reading the Project Level Project Report
MACTRAIN, MICHAEL
2. Summarized Financial Information
And summarized financial information in the middle section. The columns here match the columns on the page before, but is broken down by categories, which come from the OSR billing tree, which is accounts organized by how OSR can bill our sponsors.
MACTRAIN, MICHAEL

11. 3. Employee Information Reading the Project Level Project Report
MACTRAIN, MICHAEL
And finally, you’ll see employee information on the bottom – this is all employees who are paid by the project. You can click on the monthly detail link.
3. Employee Information
MACTRAIN, MICHAEL

12. Salary Projections
MACTRAIN, MICHAEL
And it opens the salary projections for all employees paid by the project, broken down by month.
MACTRAIN, MICHAEL

13. Total Award Amount Reading the Award Level Project Report,
MACTRAIN, MICHAEL
Total Award Amount
On the first page of the dashboard, you can also click the Award link which opens a report showing details for all projects that roll up to the award. The only difference on this screen is that you can see the total award amount
MACTRAIN, MICHAEL

14. Amounts That Make up the Total Award and the Effective Dates
Reading the Award Level Project Report ,
MACTRAIN, MICHAEL
And the amounts that make up the total award and the effective dates.
Amounts That Make up the Total Award and the Effective Dates
MACTRAIN, MICHAEL

15. Understanding the Information on the Dashboard

16. Adjusted Direct Expense
Understanding the Information on the Dashboard
Direct Budget
Direct Expenses
Pre-Enc/
Encumbrance*
Salary Projections
Adjusted Direct Expense
Direct Balance
Where does the information come from?
The Direct Budget comes from the commitment control, or KK, ledgers in ConnectCarolina.
The Direct Expenses come right from the General Ledger, which means they’re static numbers.
The Pre-Encumbrances and Encumbrances come from the KK ledgers, and also include any Soft Encumbrances that have been created in InfoPorte.
The Salary Projections come from a table on the HR/Payroll side of ConnectCarolina.
When you add those 3, you get the Adjusted Direct Expense.
When you subtract the Adjusted Direct Expense from the Direct Budget, you arrive at the Direct Balance – that is, the amount the PI has left to spend.
*Soft Encumbrances are included

17. Access to the Dashboard

18. Let’s Talk Access Principal Investigators (PIs)
Automatically granted access if they are listed as the lead PI on an award
Co-PIs cannot get access to an award in the dashboard
Research Administrators
Can be granted access to the PIs they support
Done by InfoPorte Administrator

19. Help Requests

20. Help.unc.edu Ccinfo.unc.edu
Supporting the Dashboard
Help.unc.edu
Ccinfo.unc.edu