Grant Office Dashboard

The Grant Office dashboard gives sponsored programs staff a comprehensive view of the institution's grant activity. It tracks active awards, upcoming deadlines, the submission pipeline, budget status, and compliance requirements in one place.

Dashboard Panels

Active Grants

A list of all currently funded grants across the institution. Each entry shows the grant title, PI, funding agency, award amount, project period, and remaining balance. Sort by end date to identify grants approaching closeout, or by remaining balance to flag potential overspending.

Upcoming Deadlines

A chronological list of grant submission deadlines for the next 90 days. Entries include the funding opportunity title, agency, deadline date, and the name of the faculty member preparing the application. Color coding indicates urgency: red for deadlines within 7 days, yellow for 8 to 30 days, and green for beyond 30 days.

Submission Pipeline

A kanban-style board showing proposals moving through your office's internal workflow: Draft in Progress, Internal Review, Budget Finalization, Institutional Sign-Off, and Submitted. Each card shows the PI, target agency, and days in current stage. Drag cards between columns as proposals advance.

Grant submission pipeline board

Budget Status

A summary of budget health across active awards. Each grant shows total award, spent to date, encumbered funds, and remaining balance as both a dollar amount and a percentage. Grants where spending is ahead of the project timeline are flagged for review.

Compliance Checks

Outstanding compliance items related to grants: missing progress reports, overdue financial disclosures, expired certifications, and unresolved audit findings. Each item links to the relevant grant record and includes the responsible party and due date.

Recommended Workflows

1. Daily deadline scan -- Review Upcoming Deadlines each morning. Contact PIs whose submissions are due within 14 days to confirm materials are on track.
2. Weekly pipeline review -- Walk through the Submission Pipeline with your team to identify bottlenecks. Proposals stalled in one stage for more than five business days may need intervention.
3. Monthly budget audit -- Use Budget Status to compare spending trajectories against project timelines. Flag grants with burn rates that suggest early depletion or significant underspending.

Full Grant Office dashboard layout

Tips

• Export the Active Grants list as a spreadsheet by clicking the download icon. This is useful for monthly reports to leadership.
• Configure compliance reminders in Settings > Notifications so responsible parties receive automated alerts before items become overdue.
• Link grant records to projects in AcaTrove to connect financial data with research outputs and publications.