1. Research Projects PM
  2. Reports and analytics
Reference

Reports for the questions your team asks

Ask concrete questions about package progress, task effort, milestones and exceptions.

Overview
Research Projects PM · Overview

Research Projects PM dashboard

This quarter

Research milestones in view
6
Total completed studies
710
Submitted
6
Due at in 14 days
3

Work packages by status

How far records got this quarter

StageReachedStep
Draft45
Planned1840%
Active528%
Review120%

Budget hours by status

Sample totals per stage

2.0k0
-4000Draft
-6000Planned
2.0kActive
-3000Review
-1000Accepted
Example screen with sample data

Questions to answer

Package lifecycle List

Which packages are planned, active, in review or accepted for each owner and funded project?

Planned versus actual task hours Grouped

Where does recorded effort differ from the plan within a package?

Milestone review backlog List

Which submitted grant milestones need an independent decision before their due date?

Decision history by revision Grouped

Which package revision was approved, rejected or returned, and why?

Operation exception register List

Which receipts need investigation and what parent package do they affect?

More reports

Due package register List

Show due dates and current status for each work package.

Grant milestone completion List

Show grant references, completed studies and milestone status.

Evidence visibility Grouped

Show attached evidence by package and visibility.

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