Operational Research Dashboards

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Guidance

Please see the following page for further guidance and policies relating to management of research accounts: 

Managing budgets and expenditure

The Operational Dashboards were originally a product of the Maximising Value Programme (Minimising Risk Workstream) and are designed to help departmental staff and Research Services manage their awards. 

They give detailed information on awards, projects and proposals per faculty.  Amongst other things they provide an easy-to-use tool to monitor expenditure against budgets. 

Dashboard reports

Exception reports

These reports highlight key exceptions on research projects. These include reports on, for example, projects with equipment or staff budgets and no expenditure, and projects that have reached their end date and have not been closed. 

Balance Management Report

This report shows project budgets, expenditure, commitments and balance (all excluding research partner amounts) for a selected department, cost centre, funder type or PI. The list is ordered with projects due to finish first at the top. 

List of Projects

This report shows the full list of projects (and associated awards) for a selected department, cost centre, funder type or PI. 

Other Reports

These reports include amongst others a Proposal List report for reporting on Worktribe application information and a Percentage Credit report for reporting on allocated academic credit. 

The regular running and review of the exception reports is the responsibility of the academic departmental administration as per the Post Award Management Policy [pdf]  (minimum monitoring requirements are specifically detailed in Appendix VI).

Access

Access to the operational dashboards is automatically allocated based on an individual’s responsibilities within ICIS.  If you have a responsibility starting with any of the following, you will automatically have access to the dashboards and to the relevant projects for your area: 

  • IC GRANTS FACULTY
  • IC GRANTS DIVISION
  • IC GRANTS DEPARTMENT 

Access requests to the relevant projects / areas in ICIS should be submitted through ICIS Authorisation for approval.

If you are unable to access these reports but believe you have the relevant responsibilities, please email the Research Office. 

Note: if you are responsible for individual projects, the Research Spend Reports are a more appropriate reporting tool.