Enhancement Log
This log shows the status of enhancements and changes that have been requested by Research Portal users. Have something to add? Click the “Provide Feedback” button at the bottom of any page on the Portal.
Status Definitions
Complete: This feature was implemented and is available now.
In Progress: This feature is part of an active development project and should be available soon.
Pending: This feature may be developed in the future depending on priority, difficulty, and resource availability. It has not yet been assigned to a specific development project.
Deferred – Business Process: Development of this feature would require a significant change to business processes (for example, the way that OSR sets up awards in NUFinancials) so it is not being considered for development at this time.
Deferred – Security: Implementation of this feature would contradict the security decisions made by our governing committee so it is not being considered for development at this time.
| Enhancement | Status |
|---|---|
| Change default sort order of non-sponsored expense categories | Complete |
| Add Clinical Trial Balance for sponsored clinical trials | Complete |
| Add Budget Carryforward and Total Expense Budget to non-sponsored header | Complete |
| Split out Account Code and Description on transaction export | Complete |
| Improve behavior of the “Provide Feedback” button after submission | Complete |
| Add a data interpretation guide | Complete |
| Update/refresh the homepage for 2018 | Complete |
| Add Previous Fiscal Year view to non-sponsored projects | Complete |
| Add ability to search Investigators list by Project ID | Complete |
| Add ability to see payroll percentages for people in your lab | Complete |
| Add a visual indicator that the login request is processing | Complete |
| Remove “Beta” from the website header | Complete |
| Change default sort order of sponsored expense categories | Complete |
| Update the labels of all “Download .XLSX” buttons | Complete |
| Add ability to see funding sources for people in your lab | Complete |
| Make “Principal Investigator” the default view of the sponsored project list | Complete |
| Reverse sign on non-sponsored encumbrances | Complete |
| Allow staff to identify "Favorite" Investigators | Complete |
| Add "recent" filter to the "My People" page | Complete |
| Add ability to download single Excel file of everyone on the People page instead of each individually | Complete |
| CERES Data: Add ability to search by Award ID in Quick Find | Pending |
| CERES Data: Add agreement status list | Pending |
| CERES Data: Add CERES award number to Sponsored projects list | Pending |
| CERES Data: Add grant abstract | Pending |
| CERES Data: See more information about pending proposals | Pending |
| Financial Data: Ability to view cost-sharing-only sponsored projects | Pending |
| Financial Data: Add detail for revenue transactions on non-sponsored projects | Pending |
| Financial Data: Allow people to see sponsored projects that are no longer active | Pending |
| Financial Data: Format check date as a real date field in the emailed salary detail spreadsheet instead of as a text field. | Pending |
| Financial Data: Include "expenses by month" breakdown for non-sponsored projects | Pending |
| Financial Data: Make Fact Transaction Detail based on Accounting Date rather than Budget Check Date for Sponsored projects, so that it matches the Sponsored Project page | Pending |
| Financial Data: Provide more details for expense transactions | Pending |
| New Feature: Ability to generate information for the NIH personnel annual report for sponsored projects | Pending |
| New Feature: Add closeout dashboard | Pending |
| New Feature: Add core facilities data from NUCore | Pending |
| New Feature: Allow the Portal serve as a salary planning tool | Pending |
| New Feature: Drillable balance sheet showing actuals vs. expenses and trends | Pending |
| New Feature: Ending balance by month, with a separate page for each month for each project, that shows all expenses for that month. | Pending |
| New Feature: Graphic that illustrates all projects end dates for the PI compared to one another | Pending |
| New Feature: Graphic that illustrates the burn rate of each subcontract | Pending |
| New Feature: Inbox to collect alerts and/or approvals that require action | Pending |
| New Feature: Status details for expense reports that are in process | Pending |
| Personnel/Salary: Ability to click through names from Project Team to People | Pending |
| Personnel/Salary: Ability to sum salary over a user-defined period | Pending |
| Personnel/Salary: Add sponsor name to the individual "people" page | Pending |
| Personnel/Salary: Include benefits in the salary drill-through | Pending |
| Personnel/Salary: Reduce the lag between payroll summary and detail | Pending |
| Personnel/Salary: Show benefits, F&A, and tuition by person by month by project | Pending |
| Personnel/Salary: Show encumbrances by project by person by month | Pending |
| Personnel/Salary: Show student names associated with tuition charges | Pending |
| Projections: Enhance the projection tool | Pending |
| Security: Create a way for a person to have "staff" role even if they have a sponsored project. | Pending |
| Technical: Change the source of Protocols count on homepage so it updates dynamically | Pending |
| Usability: Add ability to sort favorite investigators into "folders" | Pending |
| Personnel/Salary: Allow faculty to see salary data for other faculty | Deferred – Security |
| Personnel/Salary: Allow faculty to see percent salary data (without dollars) for other faculty. | Deferred – Security |
| Personnel/Salary: Allow investigators to see salary data for projects where the investigator who is logged in is a co-PI or one of the investigators on a multi-investigator grant | Deferred – Security |
| Financial Data: Add a graphical representation of available money for a grant over time by grant budget year | Deferred – Business Process |
| Financial Data: Be able to restrict financial overview results to grant budget year | Deferred – Business Process |
| Personnel/Salary: See budgeted salary expenditures in dollars by people for a given project | Deferred – Business Process |