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- Research Projects PM
- Who it's for
- Consortium research programs
Consortium research programs
A consortium can coordinate research work across organizations while keeping each project and package tied to its owning organization. The project record identifies the funded counterparty; the package identifies the work and owner. The Operations Overview lets a program team inspect lifecycle, review backlog, hours and exceptions across organizations without losing the context of an individual case.
How Research Projects PM is set up for you
Organization context
Record each participating research unit with its code, time zone and active state.
Local ownership
Link team members to the right organization and platform user before placing them on packages.
Shared evidence
Use an explicit visibility choice for every attachment intended to travel beyond the preparing team.
Grant review
Put milestone submissions under their parent package and preserve the independent decision against the supporting revision.
A consortium can coordinate research work across organizations while keeping each project and package tied to its owning organization. The project record identifies the funded counterparty; the package identifies the work and owner. The Operations Overview lets a program team inspect lifecycle, review backlog, hours and exceptions across organizations without losing the context of an individual case.
Choose two participating organizations and one funded project within each. Create a work package for each project, with a member from the correct organization as owner. Rehearse a review on one package and a milestone submission on the other. Ask the coordinator to find both in the overview, then open each parent record to confirm its project, tasks, attachments and decisions. This makes the cross-organization view useful without treating similar project names as the same work.
Agree the time zone used in review handoffs and who checks an external grant reference. Define what Shared means for consortium evidence and who is allowed to make that choice. If the program uses an external authoritative source for operations, include its reference check in the operating procedure.
Features to start with
Work packages
Plan and follow the bounded unit of research work through review and acceptance.
Projects and organizations
Keep each funded project, research organization and staff membership tied to the work they own.
Milestones and grants
Tie grant milestone submissions and completion evidence to the work package revision.
Roles on the team
- Admin
- Maintains organization membership and access to research records.
- Research Coordinator
- Coordinates package plans, progress and review handoffs across a research organization.
- Package Owner
- Owns the work package plan, task progress and evidence for assigned work.
- Independent Reviewer
- Decides whether a package revision and its supporting evidence can proceed.
- Grant Manager
- Owns grant milestone submission and follows its decision trail.
- Operations Analyst
- Examines package progress, task effort, receipts and exception records.
Set up Research Projects PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.