Project and Funding Management - Revision history

Mmaciejewski at 20:23, 10 June 2025

2025-06-10T20:23:28Z

← Older revision		Revision as of 20:23, 10 June 2025
Line 1:		Line 1:
	~~<span style="display:inline-block; margin-bottom:1em;">[[Lab Administration\|← Lab Administration]]</span>~~		{{LabAdmin}}

	== Overview ==		== Overview ==

Mmaciejewski: /* Linking Projects to Harvested Data */

2025-05-29T13:31:43Z

Linking Projects to Harvested Data

← Older revision		Revision as of 13:31, 29 May 2025
Line 91:		Line 91:
	** A checkbox is available in the Projects list to '''Show Inactive Projects''' if the user wishes to view or reactivate archived projects.		** A checkbox is available in the Projects list to '''Show Inactive Projects''' if the user wishes to view or reactivate archived projects.

	=== Linking Projects to ~~Harvested Data~~ ===		=== Linking Projects to Datasets ===

	* Datasets may be associated with a Project at the time of collection via the NDTS GUI on the spectrometer by selecting the desired project.		* Datasets may be associated with a Project at the time of collection via the NDTS GUI on the spectrometer by selecting the desired project.
	* Alternatively, datasets can be linked to a Project post-acquisition through the Dataset Browser interface.		* Alternatively, datasets can be linked to a Project post-acquisition through the Dataset Browser interface.

Mmaciejewski at 13:31, 29 May 2025

2025-05-29T13:31:05Z

← Older revision		Revision as of 13:31, 29 May 2025
Line 1:		Line 1:
	<span style="display:inline-block; margin-bottom:1em;">[[Lab Administration\|← Lab Administration]]</span>		<span style="display:inline-block; margin-bottom:1em;">[[Lab Administration\|← Lab Administration]]</span>

	= Overview =		== Overview ==
			Principal Investigators (PIs) have additional privileges within the NAN web application, including the ability to manage '''Projects''' and associate them with '''Funding Sources'''. Datasets than may be added to Projects allowing organization and to allow fine-grain access control.

	Principal Investigators (PIs) have additional privileges within the NAN web application, including the ability to manage Projects and associate them with funding sources. Projects organize datasets and link them to labs, users, and grant information, making them a useful tool for structuring research efforts and tracking outcomes.		Associating datasets with Projects and Funding Sources improves organization, supports internal tracking, and facilitates reporting for both labs and funding agencies such as NIH and NSF. This is particularly useful when preparing progress reports, renewals, or facility usage summaries.

	Associating datasets with Projects and ~~funding sources~~ improves organization, supports internal tracking, and facilitates reporting for both labs and funding agencies such as NIH and NSF. This is particularly useful when preparing progress reports, renewals, or facility usage summaries.

	PIs may assign a '''PI Delegate''' to act on their behalf. Delegates have access to Lab Administration and can perform all project and funding management tasks.		PIs may assign a '''PI Delegate''' to act on their behalf. Delegates have access to Lab Administration and can perform all project and funding management tasks.
Line 12:		Line 11:

	== Managing Funding Sources ==		== Managing Funding Sources ==

	~~Funding sources can be associated with Projects to assist with internal recordkeeping and institutional or grant reporting.~~

	=== Viewing and Editing Funding Sources ===		=== Viewing and Editing Funding Sources ===
Line 54:		Line 51:

	== Managing Projects ==		== Managing Projects ==

	~~Projects organize datasets under a common research or administrative purpose and can be linked to relevant funding sources.~~

	=== Creating a Project ===		=== Creating a Project ===

Mmaciejewski at 13:26, 29 May 2025

2025-05-29T13:26:02Z

← Older revision		Revision as of 13:26, 29 May 2025
Line 1:		Line 1:
	<span style="display:inline-block; margin-bottom:1em;">[[Lab Administration\|← Lab Administration]]</span>		<span style="display:inline-block; margin-bottom:1em;">[[Lab Administration\|← Lab Administration]]</span>

	= ~~Managing Projects and Funding Sources (PI View)~~ =		= Overview =

	Principal Investigators (PIs) have additional privileges within the NAN web application, including the ability to manage Projects and associate them with funding sources. ~~This section describes how PIs~~ and ~~their delegates can perform these tasks~~.		Principal Investigators (PIs) have additional privileges within the NAN web application, including the ability to manage Projects and associate them with funding sources. Projects organize datasets and link them to labs, users, and grant information, making them a useful tool for structuring research efforts and tracking outcomes.

	~~== Accessing Lab Administration ==~~		Associating datasets with Projects and funding sources improves organization, supports internal tracking, and facilitates reporting for both labs and funding agencies such as NIH and NSF. This is particularly useful when preparing progress reports, renewals, or facility usage summaries.

	* The '''Lab Administration''' option is available only to users designated as PIs.		PIs may assign a '''PI Delegate''' to act on their behalf. Delegates have access to Lab Administration and can perform all project and funding management tasks.
	* PIs may assign a '''PI Delegate'''. Delegates have access to Lab Administration and can ~~act on behalf of the PI for managing projects~~ and funding ~~sources~~.
			The '''Lab Administration''' option is only visible to users designated as PIs or their delegates.

	== Managing Funding Sources ==		== Managing Funding Sources ==
Line 54:		Line 55:
	== Managing Projects ==		== Managing Projects ==

	Projects organize datasets and ~~link them~~ to ~~labs, users, and~~ funding sources.		Projects organize datasets under a common research or administrative purpose and can be linked to relevant funding sources.

	=== Creating a Project ===		=== Creating a Project ===
Line 95:		Line 96:
	** A checkbox is available in the Projects list to '''Show Inactive Projects''' if the user wishes to view or reactivate archived projects.		** A checkbox is available in the Projects list to '''Show Inactive Projects''' if the user wishes to view or reactivate archived projects.

	== Linking Projects to Harvested Data ==		=== Linking Projects to Harvested Data ===

	* Datasets may be associated with a Project at the time of collection via the NDTS GUI on the spectrometer by selecting the desired project.		* Datasets may be associated with a Project at the time of collection via the NDTS GUI on the spectrometer by selecting the desired project.
	* Alternatively, datasets can be linked to a Project post-acquisition through the Dataset Browser interface.		* Alternatively, datasets can be linked to a Project post-acquisition through the Dataset Browser interface.

	~~== Benefits of Project and Funding Linkage ==~~

	* Associating datasets with Projects and funding sources improves organization, facilitates internal reporting, and enables streamlined grant reporting for both labs and NMR facilities.

Mmaciejewski: /* Creating a Project */

2025-05-29T13:23:10Z

Creating a Project

← Older revision		Revision as of 13:23, 29 May 2025
Line 59:		Line 59:

	* Select the '''Add Project''' button to open the Project modal.		* Select the '''Add Project''' button to open the Project modal.
	* Required ~~fields:~~		* The table below summarizes the available fields for project creation, indicating which are required, optional, and whether they are displayed in the main table view of Projects.
	** '''Name~~'''~~ (max 24 characters)
	** '''Description~~'''~~ (max 128 characters)		{\| class="wikitable"
	* Optional fields:		! Field !! Required !! Displayed in Table
	** Start Date		\|-
	** End Date		\| Name (max 24 characters) \|\| Yes \|\| Yes
	** Notes		\|-
	** Tags (user-defined)		\| Description (max 128 characters) \|\| Yes \|\| Yes
	** Linked Funding Source (~~selected from a dropdown of previously added funding~~)		\|-
	*** A link is provided to create a new funding source ~~if needed~~.		\| Start Date \|\| Optional \|\| Yes
			\|-
			\| End Date \|\| Optional \|\| Yes
			\|-
			\| Notes \|\| Optional \|\| No
			\|-
			\| Tags (user-defined) \|\| Optional \|\| No
			\|-
			\| Linked Funding Source \|\| Optional \|\| Yes
			\|-
			\| Do not show in NDTS (checkbox) \|\| Optional \|\| No
			\|-
			\| No longer active (checkbox) \|\| Optional \|\| No
			\|}

			* If no suitable funding source exists in the dropdown, a link is provided to create a new funding source directly from the project form.

	=== Special Project Options ===		=== Special Project Options ===

Mmaciejewski: /* Managing Funding Sources */

2025-05-29T13:21:14Z

Managing Funding Sources

@@ Line 16: / Line 16: @@
 === Viewing and Editing Funding Sources ===
-* Funding sources are displayed in a table listing:
+* Funding sources are listed in a table under Lab Administration.
 * Clicking on a funding source opens a '''View/Edit Funding''' modal with full details.
 === Adding New Funding Sources ===
 * Select the '''Add Funding''' button to create a new funding entry.
-* The following fields are mandatory:
+* Agency selection is via a dropdown list. If the agency supports an API, users can enter the Grant Number and the system will auto-populate the remaining fields. Otherwise, manual entry is required.
 == Managing Projects ==

Mmaciejewski: Created page with "← Lab Administration = Managing Projects and Funding Sources (PI View) = Principal Investigators (PIs) have additional privileges within the NAN web application, including the ability to manage Projects and associate them with funding sources. This section describes how PIs and their delegates can perform these tasks. == Accessing Lab Administration == * The '''Lab Administration''..."

2025-05-29T13:15:57Z

Created page with "<span style="display:inline-block; margin-bottom:1em;">← Lab Administration</span> = Managing Projects and Funding Sources (PI View) = Principal Investigators (PIs) have additional privileges within the NAN web application, including the ability to manage Projects and associate them with funding sources. This section describes how PIs and their delegates can perform these tasks. == Accessing Lab Administration == * The '''Lab Administration''..."

New page

<span style="display:inline-block; margin-bottom:1em;">[[Lab Administration|← Lab Administration]]</span>

= Managing Projects and Funding Sources (PI View) =

Principal Investigators (PIs) have additional privileges within the NAN web application, including the ability to manage Projects and associate them with funding sources. This section describes how PIs and their delegates can perform these tasks.

== Accessing Lab Administration ==

* The '''Lab Administration''' option is available only to users designated as PIs.
* PIs may assign a '''PI Delegate'''. Delegates have access to Lab Administration and can act on behalf of the PI for managing projects and funding sources.

== Managing Funding Sources ==

Funding sources can be associated with Projects to assist with internal recordkeeping and institutional or grant reporting.

=== Viewing and Editing Funding Sources ===

* Funding sources are displayed in a table listing:
** Agency
** Funding Institute
** Grant Number
** Primary PI
** Start Date
* Clicking on a funding source opens a '''View/Edit Funding''' modal with full details.

=== Adding New Funding Sources ===

* Select the '''Add Funding''' button to create a new funding entry.
* The following fields are mandatory:
** Agency
** Grant Number
** Abstract / Description
** Funding Institute
** Start Date
** PI First and Last Name
* Optional fields include:
** End Date
** Co-PIs
** URL
* A dropdown list allows users to select the Agency. If the agency supports an API, entering the Grant Number will auto-populate the rest of the form. If not, users must manually complete the fields.

== Managing Projects ==

Projects organize datasets and link them to labs, users, and funding sources.

=== Creating a Project ===

* Select the '''Add Project''' button to open the Project modal.
* Required fields:
** '''Name''' (max 24 characters)
** '''Description''' (max 128 characters)
* Optional fields:
** Start Date
** End Date
** Notes
** Tags (user-defined)
** Linked Funding Source (selected from a dropdown of previously added funding)
*** A link is provided to create a new funding source if needed.

=== Special Project Options ===

Two checkboxes provide additional project-level control:

* '''Do not show in NDTS''':
** Hides the project from appearing in the NDTS GUI on NMR spectrometers. Useful for decluttering the user interface when no new data will be associated with the project.
* '''No longer active''':
** Hides the project from the dataset browser and project management interfaces.
** A checkbox is available in the Projects list to '''Show Inactive Projects''' if the user wishes to view or reactivate archived projects.

== Linking Projects to Harvested Data ==

* Datasets may be associated with a Project at the time of collection via the NDTS GUI on the spectrometer by selecting the desired project.
* Alternatively, datasets can be linked to a Project post-acquisition through the Dataset Browser interface.

== Benefits of Project and Funding Linkage ==

* Associating datasets with Projects and funding sources improves organization, facilitates internal reporting, and enables streamlined grant reporting for both labs and NMR facilities.