Dashboard

The dashboard is divided into four sections:

• Key dates
• Overhead recovery
• Applications submitted to Research Services
• Success rates

Key dates

A list of upcoming key project dates for your department, including projects where you are a collaborating partner department rather than the lead department. The project with the next closest future date is shown first, including any events occurring today. Dates of yesterday and older are no longer displayed. Dates displayed include start dates and announced end dates of projects as reported by the Oracle R12 Project Portfolio with Spend report, and any key dates that have been manually entered by MARS users on the individual project page.
Also displayed are:

• Oracle project number
• short title from X5 if available – if the short title is not available, the long title as given in the Project Portfolio with Spend report is shown instead
• overall PI of the project – this is the person named as Project Manager in Oracle

Click on a project to go to the individual project page.

Overhead recovery

 

This graph shows overheads for all projects in your department. Note that unlike project budgets displayed on the Portfolio and individual project pages, overheads for collaborating partner departments are excluded. Hovering over the graph shows the total budget, actual spend, committed spend and remaining budget for departmental overheads (from Project Portfolio and Spend report, columns X, Y, Z and AB). 

Note: Normally for Spend only one total is shown (costs + commitments), but where one is positive and the other negative, both are shown.

Applications approved by Research Services

Costings from X5 are imported and displayed in this section if:

• they have a proposed start date in the future 
• they have a costing type of Outline (OUT), Application (APP) or Re-cost (REC)
• they have been submitted to Research Services or approved by Research Services, as indicated by the status

If multiple costing types exist for the same application, MARS displays the Re-cost if there is one. If there is no Re-cost application, the Application is displayed. Otherwise the Outline is displayed. 

MARS displays the following information from X5: short title, PI (if you are the lead department in a collaboration) or department lead investigator name (if you are a partner department in a collaboration), Research Services approval status, proposed project start date and funder. Applications are displayed in ascending order of start date, and alphabetically by project short title if they start on the same date.  

Success rates

This chart displays the number of successful and unsuccessful applications for the current financial year. Costings from X5 are included in the success rate calculation if:

• they have a costing type of Application (APP) – outline and re-cost costings are not included.
• you are the lead department, or the only department – if you are a partner department in a collaboration the project is not included in the calculation
• Research Services have approved the costing during the current financial year
• the costing has a ‘Funder decision status’ on X5 which has been set to ‘Approved by funder’ or ‘Rejected by funder’ – ‘Withdrawn’, ‘Submitted’ and ‘Not yet submitted’ are excluded

Of these applications, ‘Approved by Funder’ includes applications where the ‘Funder decision status’ field on the X5 funder tab has been set to ‘Approved by funder.’ Likewise, ‘Rejected by Funder’ includes applications where the ‘Funder decision status’ field on the X5 Funder tab has been set to ‘Rejected by funder’.
The number of ‘Approved by funder’ and ‘Rejected by funder’ applications are added together to give a 100% total, from which MARS calculates the percentage of approvals and rejections. 
Hover over the pie chart to show the actual number of approvals or rejections. 
Please note that MARS success rates are a rough guide only. A more refined calculation of success rates is available through Business Intelligence.