Please note: The dashboard will only display projects for which the current user is assigned as a Principal or Co-Principal Investigator role in the IORA system. 

The Dashboard displays 5 tabs:

• Principal Investigator Projects Summary - show timeline, resource, and budget information about sponsored projects for a principal investigator (PI)  
  • This tab can be filtered by Project Title, and/or Sponsor Number
  • It will show:

    • Timeline for filtered project(s); project period and award length 

    • Total budget summary; total awarded, authorized total, expenditures total, authorized balance  

    • Current budget period summary; authorized total, expenditures, balance 

    • Total expenditures over time and current budget period expenditures over time compared to award amount and project elapsed time 

    • Select a project on timeline to further analyze spending trends on other tabs 

• Project Spending Trends - For a selected project, cumulative project authorized amounts and expenditures as well as a forecast of expenditures for future budget periods 

  • This tab can be filtered by Project, and/or Sponsor Number from the Projects Summary Page
  • It will show:

    • Cumulative spending trend shows project to date expenditures and authorized amounts 

    • Cumulative total award amount authorized to spend through the budget period by Sponsor 

    • Sum of total expenditures through the fiscal quarter for the award 

    • Total award amount authorized to spend and anticipated to spend through the budget period by Sponsor 

    • Forecasted sum of total expenditures through the fiscal quarter for the award.  This amount includes total expenditures, and a yearly forecasted expenditure amount based on the average of the quarterly expenditures in the most recent year.  This yearly forecasted expenditure amount can be adjusted to a percentage of the previous year's average expenditures (100%, 80%, 50%, 25%) using the Forecasted Expenditures Parameter. 

• Project Finance Summary - ​For a selected project, authorized award amounts and expenditures by account/FAO and budget period including a forecast of future expenditures for future budget periods 
  • This tab can be filtered by Project, and/or Sponsor Number from the Projects Summary Page 
  • It will show:

    • Account budget trend shows comparison of authorized amounts and expenditures by FAO by budget period 

    • For future budget periods, anticipated amounts for each FAO and forecasted expenditures based on previous year’s average quarterly spend 

    • For each account there is a breakdown by budget period of anticipated total award amounts, authorized total award amounts, expenditures, cumulative authorized amounts and expenditures and the account balance  

    • This yearly forecasted expenditure amount can be adjusted to a percentage of the previous year's average expenditures (100%, 80%, 50%, 25%) using the Forecasted Expenditures Parameter. 

• Project Expenditures by FAO - Monthly/Quarterly/YTD account expenditures by spend category along with a summary of account transactions for spend categories
  • This tab can be filtered by Project, and/or Sponsor Number from projects page.  One or more spend categories can be selected as a filter. 
  • It will show:

    • For the selected calendar month, a breakdown of expenditures by categories (salaries, travel, supplies, etc.) and balances for a given time period (Month, YOY, Quarter, YTD) 

    • An account transaction summary of UR financial transactions for selected spend categories for the selected calendar month  

• Principal Investigator Proposals Summary
  • This tab can be filtered by Proposed Project Title, Proposal Number, and/or Proposal Status
  • It will show:
    • The status of selected proposed projects based on filtered choices
    • Details for a specific proposed project; dates, purpose, sponsor name
    • Summary of selected proposed projects; status, start date, end date, proposed total, proposed indirect and direct totals.