Customize Your Path

Select all of the following that apply to you and your research project to tailor the topics and resources displayed. Your selections will persist every time you access the site on the same device, until you change or reset the selections.
Your role:
Project inclusions:
Project sponsor or funding:
(seeking funding from or have already secured funding from)
Project managed by:

Customize Your Experience.

Utilize the "Customize Your Path" feature to refine the information displayed in myRESEARCHpath based on your role, project inclusions, sponsor or funding, and management center.

Stage
Manage Award and Finances
Topic

Generate reports and submit sponsor invoices

Need assistance with preparing or submitting reports?

Throughout the lifecycle of a project, routine reports will need to be generated for the principal investigator/scientific team and the project sponsor. These reports may include the current and projected financial status of the project, the progress of research activities as they apply to the aims of the project, or a combination of the two.

Reports for principal investigators

Providing principal investigators (PIs) with routine updates about the fiscal status of the project is important for ensuring project spending aligns with the proposed budget and to proactively mitigate any budgetary concerns. Grant managers are advised to provide financial reports on a monthly basis, and ideally, research administrators and PIs should meet monthly to discuss the financial status, any updates about the project, and any upcoming sponsor reports. In addition, researchers who have financial responsibility for sponsored research codes can use the "myReports" widget in myRESEARCHhome to view financial reports and projections. Financial reports provide information in various ways - from the transactional to aggregate level. Lead research administrators should be contacted to understand best practices or requirements specific to departments. They can also be helpful in interpreting reports from myRESEARCHhome.

 

Utilize the "Related Resources" section on this page for tools and guidance for generating faculty reports. Additional tools and resources for financial reporting:

Reports to project sponsors

Depending on the sponsor, quarterly, annual, or other routine reports may be required as a condition of the award. Ad hoc reports may also be requested for budgetary, safety, or other programmatic concerns that arise during the project period. Reporting requirements can be found in the notice of award.

Utilize the "Related Resources" section on this page for guidance on elements of common sponsor reports (such as RPPRs). Research administrators, principal investigators, and scientific staff should coordinate in advance of reporting deadlines to develop accurate and timely reports to the sponsor. For additional information and resources regarding other common routine or ad hoc reporting:

Sponsor Invoicing

If the project involves direct invoicing to the sponsor, review the sponsor agreement to determine the process and requirements. For most projects that involve sponsor invoicing, it is managed through Duke Post Award Financial Management (PAFM) and/or Treasury Billing Services (TBS). Non-reportable sponsored projects (29x and 39x codes) are not handled through PAFM and TBS and are the responsibility of the department. The departmental business manager should be contacted for procedures and guidance on invoicing for projects that fall in this category.