Research Management System keeps sponsored research organized around a program. A program has an owner, planned dates, budget and lifecycle status.
Programs in one list
| Program name | Owner | Starts at | Ends at | Budget | Status | |
|---|---|---|---|---|---|---|
| Coastal water resilience program | Safiya Mensah | 19 Oct | 27 Oct | 90 | Active | |
| Urban heat and health initiative | Amina Farouk | 11 Oct | 20 Oct | 950 | Active | |
| Rural mobility research program | Elise Hartmann | 28 Oct | 05 Nov | 200 | Active | |
| Community nutrition study program | Dario Bellini | 14 Oct | 18 Oct | 470 | Active | |
| Wetland restoration evidence program | Jonah Mercer | 11 Oct | 15 Oct | 300 | Active |
Reviewer approves the award after checking funder restrictions.
Every feature works on the same records. Pick one to see the screen your team works in.
Keep program dates, budget and accountability together.
Approval waits for the program officer
| Program name | Owner | Budget | Starts at | Ends at | Status | |
|---|---|---|---|---|---|---|
| Coastal water resilience program | Jonah Mercer | 710 | 02 Nov | 06 Nov | Planned | |
| Urban heat and health initiative | Arun Kulkarni | 270 | 18 Oct | 22 Oct | Planned | |
| Rural mobility research program | Mei Lian | 250 | 29 Oct | 04 Nov | Planned | |
| Community nutrition study program | Arun Kulkarni | 130 | 30 Oct | 07 Nov | Planned | |
| Wetland restoration evidence program | Arun Kulkarni | 140 | 11 Oct | 16 Oct | Planned |
Keep funder restrictions beside each approved award.
Funding awards
| Funder name | Program | Award amount | Award date | Restrictions | Status | |
|---|---|---|---|---|---|---|
| Alderbrook Research Trust | Coastal water resilience program | 80 | 03 Nov | Field equipment only | Active | |
| Northmere Civic Foundation | Wetland restoration evidence program | 690 | 25 Oct | No international travel | Active | |
| Willow Basin Science Fund | Urban heat and health initiative | 460 | 15 Oct | Spend by June 2027 | Active | |
| Harborfield Health Endowment | Community nutrition study program | 380 | 18 Oct | Participant data stays encrypted | Active | |
| Pine Vale Conservation Fund | Community nutrition study program | 300 | 29 Oct | Publication costs capped at $8,000 | Active |
Assign program work and keep completion evidence.
Activities
| Activity name | Program | Due date | Completed at | Status | |
|---|---|---|---|---|---|
| Collect shoreline sensor readings | Clean materials research program | 19 Oct | Planned | ||
| Review heat exposure interviews | Rural mobility research program | 11 Oct | Approved | ||
| Map rural transit gaps | Youth learning outcomes program | 21 Oct | In progress | ||
| Validate nutrition survey responses | Urban heat and health initiative | 24 Oct | 23 Oct | Completed | |
| Sample restored wetland plots | Community nutrition study program | 18 Oct | Planned |
Trace program claims from draft to reviewed payment status.
Approval conditions
| Program | Expense date | Category | Amount | Evidence | Status | |
|---|---|---|---|---|---|---|
| Rural mobility research program | 11 Oct | Field equipment | 600 | sensor-log-oct-2026.csv | Review | |
| Youth learning outcomes program | 28 Oct | Participant travel | 50 | interview-consent-summary.pdf | Review | |
| Rural mobility research program | 26 Oct | Lab supplies | 130 | transit-map-review.pdf | Review | |
| Urban heat and health initiative | 15 Oct | Research assistant time | 940 | meal-survey-receipts.pdf | Review | |
| Rural mobility research program | 14 Oct | Data hosting | 250 | wetland-plot-photos.zip | Review |
Define program measures before comparing reported periods.
Outcome results
| Measure | Period start | Period end | Numerator | Denominator | Evidence | |
|---|---|---|---|---|---|---|
| Days above heat threshold | 22 Oct | 30 Oct | 710 | 750 | sensor-log-oct-2026.csv | |
| Households with flood plans | 16 Oct | 20 Oct | 260 | 450 | interview-consent-summary.pdf | |
| Blocks below particulate threshold | 18 Oct | 23 Oct | 460 | 190 | transit-map-review.pdf | |
| Days above heat threshold | 23 Oct | 28 Oct | 910 | 910 | meal-survey-receipts.pdf | |
| Students meeting reading benchmark | 12 Oct | 16 Oct | 590 | 500 | wetland-plot-photos.zip |
Connect investigators and protocol identities to funded programs.
Research projects
| Protocol reference | Program | Principal investigator | Starts at | Ends at | |
|---|---|---|---|---|---|
| IRB-2026-118 | Coastal water resilience program | Amina Farouk | 20 Oct | 25 Oct | |
| IRB-2026-121 | Rural mobility research program | Tomas Ibarra | 21 Oct | 28 Oct | |
| PROTO-WATER-07 | Urban heat and health initiative | Jonah Mercer | 17 Oct | 19 Oct | |
| PROTO-HEAT-04 | Clean materials research program | Yara Voss | 13 Oct | 18 Oct | |
| ETHICS-2026-32 | Urban heat and health initiative | Arun Kulkarni | 21 Oct | 23 Oct |
Trace publications, datasets, patents and presentations to projects.
Research outputs
| Title | Project | Published at | Identifier | Output type | |
|---|---|---|---|---|---|
| Shoreline sensor calibration dataset | Summer heat exposure cohort | 20 Oct | DOI:10.4827/shore.2026.01 | Publication | |
| Heat exposure interview guide | After-school reading evaluation | 01 Nov | DOI:10.4827/heat.2026.02 | Publication | |
| Rural transit access map | North valley transit access study | 21 Oct | DATA-COAST-2026-04 | Publication | |
| Community meal survey findings | Low-carbon binder pilot | 23 Oct | REPORT-TRANSIT-2026-08 | Publication | |
| Wetland plot observations, year one | Neighborhood meal access survey | 13 Oct | POSTER-WETLAND-2026-03 | Publication |
Program funding to research evidence ships ready to use. 2 steps need a named approval before the work moves on: Award review (Reviewer) and Evidence review (Reviewer).
Name the program owner, budget and operating period.
Reviewer checks funder restrictions before approving the award.
Record the approved program and active award statuses.
Link the principal investigator and protocol reference to the program.
Reviewer checks expense and outcome evidence against the source records.
Record the publication, dataset, patent or presentation against its project.
Open any program to see its activities, the roles that work on it, its process stages and its approvals on one page.
Owner, Starts at, Ends at and Budget.
Each line is linked to this program.
Admin, Program Officer and Reviewer, each with their own permissions.
Program plan and Award proposal, with the role that acts.
Award review and Evidence review, with who decides.
Active
| Activity name | Program | Owner |
|---|---|---|
| Collect shoreline sensor readings | Coastal water resilience program | Mei Lian |
| Review heat exposure interviews | Regional air quality program | Safiya Mensah |
| Map rural transit gaps | Community nutrition study program | Tomas Ibarra |
Signed in as Reviewer
| Decision | Approver | |
|---|---|---|
| Award reviewReviewer checks funder restrictions before approving the award. | Reviewer | |
| Evidence reviewReviewer checks expense and outcome evidence against the source records. | Reviewer | |
| Approve funding awards, Expenses | Reviewer |
Everyone opens Research Management System to the work that is theirs. Pick a role to see what it starts with.
Configures access and record structure for the research team.
Maintains the program record and prepares linked projects, activities and outcome definitions.
This is the first screen this role sees.
Expenses · Program Officer
| Program | Expense date | Category | Amount | Evidence | Status | |
|---|---|---|---|---|---|---|
| Regional air quality program | 23 Oct | Field equipment | 170 | sensor-log-oct-2026.csv | Draft | |
| Wetland restoration evidence program | 18 Oct | Participant travel | 910 | interview-consent-summary.pdf | Draft | |
| Wetland restoration evidence program | 15 Oct | Lab supplies | 220 | transit-map-review.pdf | Draft | |
| Community nutrition study program | 31 Oct | Research assistant time | 130 | meal-survey-receipts.pdf | Draft | |
| Coastal water resilience program | 13 Oct | Data hosting | 800 | wetland-plot-photos.zip | Draft |
Decides award eligibility and checks submitted expense and outcome evidence independently.
This is the first screen this role sees.
Expenses · Reviewer
Prepares expense claims and records their reviewed payment status.
This is the first screen this role sees.
Expenses · Finance Officer
| Program | Expense date | Category | Amount | Evidence | Status | |
|---|---|---|---|---|---|---|
| Regional air quality program | 23 Oct | Field equipment | 170 | sensor-log-oct-2026.csv | Draft | |
| Wetland restoration evidence program | 18 Oct | Participant travel | 910 | interview-consent-summary.pdf | Draft | |
| Wetland restoration evidence program | 15 Oct | Lab supplies | 220 | transit-map-review.pdf | Draft | |
| Community nutrition study program | 31 Oct | Research assistant time | 130 | meal-survey-receipts.pdf | Draft | |
| Coastal water resilience program | 13 Oct | Data hosting | 800 | wetland-plot-photos.zip | Draft |
Supplies project identity, protocol context and the resulting research outputs.
This is the first screen this role sees.
Activities · Principal Investigator
Maintains outcome definitions and period results for program reporting.
This is the first screen this role sees.
Outcome results · Research Analyst
| Measure | Period start | Period end | Numerator | Denominator | Evidence | |
|---|---|---|---|---|---|---|
| Days above heat threshold | 22 Oct | 30 Oct | 710 | 750 | sensor-log-oct-2026.csv | |
| Households with flood plans | 16 Oct | 20 Oct | 260 | 450 | interview-consent-summary.pdf | |
| Blocks below particulate threshold | 18 Oct | 23 Oct | 460 | 190 | transit-map-review.pdf | |
| Days above heat threshold | 23 Oct | 28 Oct | 910 | 910 | meal-survey-receipts.pdf | |
| Students meeting reading benchmark | 12 Oct | 16 Oct | 590 | 500 | wetland-plot-photos.zip |
Read funding, deadlines, expenses, outcomes and outputs through their program links.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Planned | 30 | ||
| Approved | 12 | 40% | |
| Active | 4 | 33% | |
| Completed | 1 | 25% |
Sample totals per stage
Which owned programs are planned, approved, active or complete for the period?
Which funder awards and restrictions belong to each sponsored program?
Which claims are in review, approved, rejected or paid, and for how much?
Which assigned activities are due soon or remain in progress?
Which due milestones have a completion date and evidence?
How do reported numerator and denominator values compare across periods?
Which protocols and investigators belong to each program?
Which publications, datasets, patents and presentations came from those projects?
See how Research Management System fits your kind of team.
Each stage of program funding to research evidence names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Prepare program reviews, evidence checks and research reporting with Proto.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 11 tablesStart with one team and one process, then add the rest once the basics are running.
Choose one funded program, its owner, period and budget. Name the award reviewer and the person responsible for expense and outcome evidence.
Match People to Users, projects to protocol references, outputs to external identifiers and every child record to its program or measure.
Load an award with restrictions, an assigned activity, a milestone, a measure, a research project and an output. Define the status handoffs with the team.
Review a proposed award, a supported claim, an unsupported claim and a period result. Check the evidence and the person who decides.
Compare awards, expense amounts, outcome periods and output identifiers with their source. Obtain the program and finance owners’ acceptance before expanding.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure Research Management System for your business. Pilot one funded program with its award, an expense under review, a defined outcome measure, a research project and one output.
The program carries the owner, period, budget and lifecycle status. Awards, expenses, activities, milestones, measures and projects link back to it.
Yes. Each funding award records its funder, amount, award date and restrictions against a program. The Reviewer uses that context when deciding eligibility.
An expense has a category, amount, evidence and status. A claim moves through review before it is approved or rejected. Paid is a later status for an approved claim.
Yes. A publication, dataset, patent or presentation links to a research project and records a title, publication date and identifier.
Each project links a program and principal investigator with a protocol reference and period. The team should check repeated protocol references during intake.
Define a measure with a unit and numerator and denominator definitions. Record each result for a stated period with the values and supporting evidence.
Open Activities and Open Milestones help staff find assigned work and dated milestones. The Business Overview also brings assigned activities and specialty review records into one place.
Start with people and programs. Add awards, work and measures, then projects and outputs, then claims and period results with evidence. Reconcile one pilot program before expanding.
Start free, then use Proto to change fields, steps and approvals before your team goes live.