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- Research Projects PM
- Who it's for
- University research offices
University research offices
A university research office can use the organization record to identify the unit responsible for funded work and the project record to hold the grant-facing counterparty. Each work package then has a named owner, due date, budgeted hours and revision. That structure lets a coordinator ask about one bounded piece of research work rather than a broad project label.
How Research Projects PM is set up for you
Research groups
Keep each group member linked to the correct organization and platform user before assigning packages or recording reviews.
Study phases
Put dependent task lines under the package so the owner can show planned effort, actual effort and completion dates.
Grant checkpoints
Use research milestones to bring grant reference, due date, completed studies and approval reference into the same package context.
Independent decisions
Record reviewer decisions against a source revision, with a reason that explains a return or rejection.
A university research office can use the organization record to identify the unit responsible for funded work and the project record to hold the grant-facing counterparty. Each work package then has a named owner, due date, budgeted hours and revision. That structure lets a coordinator ask about one bounded piece of research work rather than a broad project label.
Start with one active organization, one funded project and a package whose work is due in the next operating cycle. Enter its owner, task dependencies and budgeted hours. Have the owner add an evidence attachment with a deliberate visibility choice. Ask a coordinator to check progress and an independent reviewer to decide on the current package revision. Use the Operations Overview to inspect the review backlog and any exception attached to the case.
Agree how the office counts completed studies and which grant source is authoritative for a reference. A grant portal or institutional research system can be connected as part of implementation when the team needs a comparison. Keep the approval decision with the person assigned to review it.
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.