Research Account Dashboard & Account Information Management System
Research Account Dashboard
Designed with faculty in mind, the dashboard provides a quick overview of account balance lists for faculty grants and faculty allocation accounts. Faculty logging into the system will be taken straight to their “dashboard.” Business Office staff will be able to access the dashboards by entering the faculty member’s alias (must be entered exactly) in the search window at the top of the home page.
The Research Account Dashboard can be accessed through the link below.
Once in the dashboard view, users can flip through different views using the tabs at the top of the window. More detailed views of each account can be accessed in the Grant Details, Sponsored Program Details and Faculty Allocation Details using a ‘drop down’ style selection tool on each tab.
Account Information Management System (AIMS)
The Account Information Management System toolset (AIMS) has been available to campus researchers and account management staff since it was implemented over 15 years ago. In preparation for the PERA launch, a cross functional group of stakeholders has been tasked with completing a review of account projection and transaction review tools to assess functionality and to implement key improvements.
Project Timeline
The project will unfold over three phases beginning with the implementation of the first phase to accompany the PERA go live implementation. Improvements will build on the current AIMS toolset. Project phases are described below.
- Phase 1 was recently completed with the launch of the Research Account Dashboard (link above). The dashboard is a faculty focused view which provides grant data (both summary and account details), as well as faculty discretionary accounts. Increased system speed, and an intuitive user interface were foundational deliverables of Phase 1.
- Completed in September 2024.
- Phase 2 will focus on an assessment of existing AIMS tools for business office (BO) and Sponsored Program Services (SPS) staff. The phase will include identification of minor system modifications with high impact. The resolution of bottleneck issues is a primary focus during Phase 2.
- Schedule: January 2025 – June 2025
- Phase 3 will focus on projection tools and identifying the correct platform to use. The final tool developed will serve as the foundation of standardized projections across campus. A key requirement of the final tool will be “scalability” to meet the needs of future growth.
- Schedule: July 2025 – December 2025.