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- Research Projects PM
- Who it's for
- Research institutes
Research institutes
An independent research institute often has several studies advancing under funded projects at once. The work package provides a bounded unit that an owner can plan and a coordinator can follow. Project and organization relationships keep the package in the right research context, while task lines explain how the work is sequenced and where hours were spent.
How Research Projects PM is set up for you
Work planning
Give each package a record number, subject, due date, owner and budgeted hours before the team begins.
Dependency review
Check predecessor task lines and planned effort before accepting the package plan as the basis for execution.
Evidence trail
Attach study files under the package, recording the uploader, evidence type and visibility.
Review history
Keep Approve, Reject and Return decisions tied to the package revision that was examined.
An independent research institute often has several studies advancing under funded projects at once. The work package provides a bounded unit that an owner can plan and a coordinator can follow. Project and organization relationships keep the package in the right research context, while task lines explain how the work is sequenced and where hours were spent.
Pilot one funded project whose work involves dependent tasks and an upcoming review. Create the package and its task lines, then have the owner record actual hours and completion dates as work advances. Ask a reviewer who did not own the work to examine the current revision and supporting files. If evidence is returned, retain the first decision and have the owner correct the case before another review.
The institute should agree which files can be Shared, which remain Internal, and who changes visibility if material is corrected. The Operations Overview gives the coordinator a daily view of lifecycle status, effort comparison, backlog and exceptions. An analyst can open the receipt behind an exception and trace its expected revision to the package.
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.