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- Research Management System
- Questions before you choose
Questions, answered
Answers about research programs, awards, projects, evidence and setup.
Research Management System
9 questions
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How do I get started?
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.
What is the main record for funded work?
The program carries the owner, period, budget and lifecycle status. Awards, expenses, activities, milestones, measures and projects link back to it.
Can I track award restrictions?
Yes. Each funding award records its funder, amount, award date and restrictions against a program. The Reviewer uses that context when deciding eligibility.
How are expense decisions recorded?
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.
Can I track research outputs?
Yes. A publication, dataset, patent or presentation links to a research project and records a title, publication date and identifier.
How are project identities kept clear?
Each project links a program and principal investigator with a protocol reference and period. The team should check repeated protocol references during intake.
What can we report about outcomes?
Define a measure with a unit and numerator and denominator definitions. Record each result for a stated period with the values and supporting evidence.
Can the team see due work?
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.
What should we migrate first?
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.
Set up Research Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.