Investigator Proposals, Awards, Expenditures (PAE) Recognition

Report documentation

Data sources
Monthly recognition snapshot (ERA and Workday), Job information (PeopleSoft).
Visualization
Tableau
Purpose
To view recognition activity by HR job classifications at time of submission.
Report user
business operations, administrative support, managers and leadership
Data refresh
Recognition is refreshed monthly; job information is refreshed daily.
Description

Data: Recognition is refreshed monthly; job information is refreshed daily.

List tab: The table contains Last Name, First Name, Year of Hire, Job Entry (date), Job Title, Activity FY, Activity Type, sum of Proposal Count, sum of Proposal Amount, sum of Awards with Obligations, sum of Obligated Amount, sum of Awards with Expenditures and sum of Expenditure Amount. Available filters: Population, Academic Rank, HR Status, Activity Type, and Last Name. Full data download will provide additional details about the investigator such as email address.

Rec by FY, Academic Rank tab: The chart contains Proposal Amount, Obligated Amount, and Expenditure Amount for each FY. Color shows details about Academic Rank. Available filters: Activity Type, HR Status, Population, Tenure Status. Tooltips include counts of proposals, awards, and awards with expenditures, % of Total recognition, and distinct investigators per Academic Rank.

Summary tab: The table contains totals by Activity FY: Distinct Investigators, sum of Proposal Amount, sum of Awards with Obligations, sum of Obligated Amount, sum of Awards with Expenditures and sum of Expenditure Amount. Available filters: HR Status, Population, Academic Rank, Activity Type.