Project and Funding Management

← 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 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 listed in a table under Lab Administration.
• Clicking on a funding source opens a View/Edit Funding modal with full details.

Funding Source Fields

The table below summarizes the metadata fields for funding sources, indicating whether each field is required, optional, and whether it is displayed in the main table view.

Field	Required	Displayed in Table
Agency	Yes	Yes
Grant Number	Yes	Yes
Abstract / Description	Yes	No
Funding Institute	Yes	Yes
Start Date	Yes	Yes
PI First Name	Yes	No
PI Last Name	Yes	No
Co-PIs	Optional	No
End Date	Optional	No
URL	Optional	No

Adding New Funding Sources

• Select the Add Funding button to create a new funding entry.
• 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

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.
• 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.

Field	Required	Displayed in Table
Name (max 24 characters)	Yes	Yes
Description (max 128 characters)	Yes	Yes
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No longer active (checkbox)	Optional	No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

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.