The following guide is intended for employees who are looking to view or complete any of the following actions:

• Answer business questions using the CRS Project Details dashboard in Orbit

 

Prerequisite

• Orbit Link: Orbit (uchicago.edu)

 

• What are my project details for a specific project?
  • Input a project name or project number into the respective filters
  • View the Project Details table
• What are my project details for a specific award?
  • Input an award name or award number into the respective filters
  • View the Project Details table
• What is the total cost balance for a specific PI?
  • Input a PI into the PI filter
  • View the Total Cost Balance KPI
• What are my projects with a specific funding source?
  • Input a funding source into the Funding Source filter
  • View the Project Number or Project Name column in the Project Details table
  • The dashboard will be filtered to projects under the specified funding source
• What are my total earnings by organization?
  • Input an organization into the Organization filter
  • View the Total Earnings KPI for all earnings under the specified organization
  • View the Total Earnings (AR) column in the Project Details table for a more granular view

 

KPI Breakdown:

Total Earnings: This value represents the total earned clinical trial revenue for all projects within an Organization or Program, also referred to as the Total AR Invoice Amount.  This is the revenue invoiced out to the sponsor for work completed to date on a clinical research study.

 

Expenses Posted to Date: This value represents the total of all expenses posted to all projects within an Organization or Program to date.

 

Total Cost Balance: This value represents total Earnings less total Expenses posted to all projects within an Organization or Program to date

 

# of Awards: Total Count of Active Clinical Research studies

 

# of Projects: Total Count of Active Clinical Research studies

 

Funds Received: This value represents the total of all payments received to date for all projects within an Organization or Program.

 

Open Account Receivable: This value shows the total amount still due for work completed for all projects within an Organization or Program.

 

Direct Cost Balance: This value represents total Earnings less total Expenses posted to all projects within a given Organization or Program less the indirect costs.

 

IDC Rate: Indirect costs are costs that are not directly identifiable to a specific sponsored project (e.g., costs for general operations such as utilities, building operations, library services, purchasing, administrative offices, etc.) but are associated with the cost of doing research and/or training.

 

Project Start Year: Project start year specifies the calendar year the project started.

 

Project Start Month: Project Start Month specifies the month within the calendar year (Jan-Dec).

 

Potential LOV Project Start Month (List of Values):

• Month 1 = January
• Month 2 = February
• Month 3 = March

 

Project Details Section Terminology

 

Organization (Project Organization): The owning organization of the project, which can differ from the expenditure organizations on a project.

  

Potential LOV (List of Values):  

• • 26220-MED Hematology & Oncology
  • 26241-NEU Neurology 
  • 26364-PED Critical Care 

 

IRB #: The number assigned by the institutional review board to the award.

 

IIT identifier: If a clinical research study is investigator initiated, a “Y” will display in this column, otherwise a “N” will display.

 

Project Number: A unique identifier for each CRS Project.  The Project for each award contains financial and demographic information at a more granular detail than the award. All clinical research study projects managed by OCR/CTFG will start with "CRS".

 

Funding Source: The origination points of the money being utilized to carry out work on a project or award. The Funding source can be an agency, corporation, or foundation that provides funding for a clinical research study

 

Project Status: The Project Status displays whether a project is active or expired.

 

Award Number: A unique identified for each CRS Award.  Awards are grants, funding, or financial support provided to researchers or medical institutions to conduct clinical trials and studies.

 

Award Name: A short description of the award.  Most often the Sponsor assigned Protocol number.

 

Program: A Program is a subspecialty of clinical research studies within an Organization.

 

IDC Rate: Displays the IDC rate for a particular clinical research study project.

 

Total Earnings (AR): The revenue invoiced out to the sponsor for work completed to date on a clinical research study Project

 

Total Expense: total expenses that have posted to a particular clinical research study project to date.

 

Funds Received: the total of all payments received to date for a particular clinical research study project.

 

Funds Due from Sponsor: the Current Funds due for a work completed on a particular clinical research study project.

 

Total Balance: represents total Earnings less total Expenses posted to a particular clinical research study project.

 

Direct Cost Balance: represents total Earnings less total Expenses posted to a project less the indirect costs.

 

1. Login to Oracle by selecting the Company Single Sign-On button.

          

2. Navigate to the Reports tab on the left side of the screen.

3. Select Shared with me.
4. Select the Clinical Research PI Dashboard. 

       

5. Select CRS Project Details hyperlink.