Dear UC San Diego Faculty,
The Business Intelligence (BI) and Financial Reporting team recently released the following enhancements to the Faculty and Researcher Dashboard as requested by faculty during financial report focus groups:
- Sponsored projects that have ended and are not in deficit have been removed
- A toggle at the top of the report allows you to view sponsored projects broken out by directs and indirects
- Non-sponsored projects where no budget has been entered by a fund manager are excluded from the PPM section at the bottom of the report
- Non-sponsored tasks that have ended have been removed from the PPM section
- A toggle at the top of the Payroll page allows you to view historical payroll organized by project rather than by person
We hope these enhancements make the report easier to read and more useful for managing your financial portfolios.
Planned future enhancements include:
-
A change to the layout of the sponsored projects section. Rather than seeing a row for each budget period, you will see the carryforward amount for prior budget periods, budget and costs for the current budget period, and the balance for the task as a whole (carryforward + current period budget – current period costs)
- An additional page for payroll projections
-
Ability to filter the cost details on the drill through report for a specific expenditure category or expenditure type
To view these and future enhancements, access the Faculty and Research Dashboard here. If your dashboard has inaccurate information displayed, please contact your department fund manager to make any necessary corrections in our financial systems.
If you have thoughts and feedback about the Faculty and Researcher Dashboard, please feel free to email me directly at hsears@ucsd.edu.
Thank you,
Heather Sears
Director, Business Intelligence and Financial Reporting
Business and Financial Services
