MRH Portfolio and Effort Summary Views

Open the myResearchers widget in myRESEARCHhome and search for an investigator by first or last name. This will launch the Portfolio View for that researcher, displaying their active awards, proposals, I2S submissions, effort, and disclosed outside activities.

NOTE: Investigators can access an identical view of their own information and access their effort summary view in the Projects tab of the Portfolio Widget.

Click the blue View Effort Summary button to launch the Effort Summary View page.

There are 2 versions of the effort summary view – a version for personnel with Calendar appointments, and a version for personnel with Academic appointments. Clicking “View Effort Summary” will automatically launch the correct version.

The Effort Summary View is a person-based pivot of commitments and effort across projects. 

There are four main groupings of information on the page. The groupings are the same for Calendar appointment personnel and Academic appointment personnel.

1. Mission Summary: lists the researcher’s appointment percentage and person months and provides a mission split of their current cost distribution into three possible categories – sponsored projects, clinical, and other.

• The clinical bucket will only display if the researcher has a current cost distribution on a clinical cost object code.    

2. Sponsored Projects – Senior/Key: Displays one row for each project where they are listed as personnel in a Duke Senior/Key role.

3. Sponsored Projects – Non Senior/Key: Displays one row for each project where they are listed as personnel in a non Duke Senior/Key role or just have a current cost distribution without being listed as personnel of the project..

4. Other Funding Sources: Displays one row for each current cost distribution that is not associated with an externally sponsored research project (cost centers, 291/391 WBSE codes)

Each row contains information about the project, effort, and commitment (see image below). The information displayed differs based on if the person has a Calendar vs. Academic appointment.

Calendar Appointment Version

A. Project Information: includes Agency ID, title, the SPS Project ID (different from the Proposal ID), parent WBSE, sponsor, budget period end date, and project period end date. This information comes from SPS. The SPS Project ID contains a link to the SPS project page. This link is not available for investigators.

The SPS Project ID is a newly assigned ID that contains a link to the SPS Project. Clicking the link opens the Project Person details page in SPS that lists the person’s past, current, and future commitments along with approval level information for this project.

Note: Rows in the Other Funding Sources category do not have SPS project information and only display information about the cost object code from SAP.

B. Effort & Commitment Information: full definitions and examples can be found on myRESEARCHpath.

• Current Effort Allocation displays the current cost distribution from SAP in percentage and person months. This data is refreshed nightly.
• Committed Effort is the current commitment promised to the sponsor as recorded in SPS. This data is refreshed nightly.
• Projected Effort Allocation The average rate of effort, in person months, at the end of the commitment period if current effort allocation remains the same. Projected Effort Allocation is a combination of 1) the average monthly SAP cost distribution from the start of the effort commitment period through the latest closed Duke fiscal period, and 2) the projected average based on the current iForms effort allocation through the commitment period. This data is refreshed monthly after the fiscal period close date.

To see more details on the effort used to calculate the projected, click the blue ‘Expand’ arrows next to any non-zero value. This will display a list of all the settlement periods and effort amounts that have been included in the Projected Effort calculation for that commitment.

“Average to Date” is the average amount of effort the person has works from the beginning of the commitment timeframe to the last posted settlement period.

C. Insights: provides a user-friendly description to help interpret the data points, providing warnings in specific scenarios and actions that should be taken. For a full list of the Insights, please reference the Insights Guide.  

To return to the main MRH Portfolio screen, click the blue arrow in the top left or the ‘X’ in the top right of the window.

Academic Appointment Version

A. Project Information: includes Agency ID, title, the SPS Project ID (different from the Proposal ID), parent WBSE, sponsor, budget period end date, and project period end date. This information comes from SPS. The SPS Project ID contains a link to the SPS project page. This link is not available for investigators.

The SPS Project ID is a newly assigned ID that contains a link to the SPS Project. Clicking the link opens the Project Person details page in SPS that lists the person’s past, current, and future commitments along with approval level information for this project.

Note: Rows in the Other Funding Sources category do not have SPS project information and only display information about the cost object code from SAP.
 

B. Effort Commitment Information: full definitions and examples can be found on myRESEARCHpath.

• Current Academic Effort: displays the current academic cost distribution from SAP in percentage and person months. This data is refreshed nightly.
• Committed Effort is the current commitment promised to the sponsor as recorded in SPS. For personnel with an academic appointment, this is the sum of the committed summer and academic effort. This data is refreshed nightly.
• Projected Effort: The average rate of effort, in person months, at the end of the commitment period if current effort allocation remains the same. The total projected effort allocation is a sum of the academic and summer effort, and the breakdown of academic and summer that contributes to the total is displayed. The projected effort is based on 1) the average monthly SAP cost distribution from the start of the effort commitment period through the latest closed Duke fiscal period, and 2) the projected average based on the current iForms effort allocation through the commitment period. This data is refreshed monthly after the fiscal period close date.
  Click the blue “Expand” arrow to see a list of all the settlement periods and effort amounts that have been included in the Projected Effort calculation for that commitment.

Note: A Summer Planning view to assist with managing summer effort for personnel with Academic appointments is in development and will be made available to the research community in a future release.

In the Effort Management Tools - SPS Project View Guide Part 1, under section I. Accessing the Effort Management Tool in SPS, follow steps 1 through 7 to display the SPS project view for a particular award.

Click on the ‘Personnel’ tab.

A new screen will appear, listing personnel on the project. The Senior/Key Personnel should appear at the top with non-Senior/Key and Inactive personnel listed in separate sections further down the page.

In the image below, we see the PI listed as Key Personnel on the project. Click on the individual’s name to open their project person details page.

To the right of the person’s name in the project person details page are two links to different person-based views in MRH. 

1. The ‘MRH Portfolio’ link will open the MRH portfolio view displaying their awards, proposals, and outside activities.
2. The ‘MRH Effort Summary’ link will open the Effort Summary View for that person, displaying all their effort and commitments across projects.

This is a quick way to navigate to specific MRH pages from SPS that are normally accessed through the myResearchers widget.