1. Research Projects PM
  2. Integrations
Reference

Integrations

Plan the external reference checks that support grant and operation review.

  • Research Projects PM
  • Grant authority
  • External operation source
  • Identity

Systems to connect

  • Grant authority. Agree how Grant Manager and Independent Reviewer check a grant reference, approval reference and completed study claim against the institution’s grant source.
  • External operation source. If an operation receipt has an external reference, connect the source the team treats as authoritative for that reference.
  • Identity. Align the app’s platform users with the correct team member and research organization before package ownership is assigned.

How connections are governed

Name the owner of each reference check. For every external operation, retain the operation key, expected package revision and linked effect references so Operations Analyst can compare the record with the authoritative source. A discrepancy belongs in the exception queue for review. Reconciliation should read existing outcomes and should not trigger the external operation again.

Set up Research Projects PM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started