Expenses and Awards by Funding Unit & PI Unit

Last Updated
12/01/2022
Description

Visualizations break down a unit's PIs' extramural expenditures and awards by the unit in which the funding resides, show PIs' appointment locations for expenditures/awards for which the funding resides in a given unit, and help compare a unit's impact in terms of expenditures/awards within that unit to its impact in terms of the expenditures/awards of its PIs regardless of where the funding resides.

Report URL
https://tableau.wisconsin.edu/#/views/ExpensesandAwardsbyFundingUnitPIUnit/HomePage?:iid=1
Data Cookbook URL (requires authorization)
https://uwmadison.datacookbook.com/institution/reports/32844/versions/55858
Data Domain(s)
Finance, Research Administration
Access Restrictions
Specific / Limited Audience
Data Source Information
EPM, WISDM
Data View Information
EPM - PS_UW_HR_ALLJOB_VW; SFMRT - AWARDS; SFMRT - CHARTFIELD_DIMENSION; SFMRT - DATE_DIMENSION; SFMRT - DEPARTMENT_DIMENSION; SFMRT - GL_STAR_FACT; SFMRT - PROJECTS; SFMRT - REGENT_SUMMARY_REPORT; SFMRT - SPONSORS;
Update Schedule
Daily at 7:45am
Responsible Office
Research & Sponsored Programs
Important Notes

PIs are assigned to units based on their HRS appointment. Data for PIs with appointments in multiple units are displayed in all relevant units to demonstrate the total impact of each unit. This results in some duplication of data for those PIs and means that this visualization should not be used to sum data for multiple units. Current year data is year-to-date.

Definitions

Name Functional Definition Data Domains
Appointment

The action of an appointing authority to place a person in a position within the agency (UW-Madison) in accordance with the law and the Rules of the Administrator, Division of Merit Recruitment and Selection (DMRS). An appointment is effective when the employee reports for work or is in paid leave status on the agreed starting date and time.

Employee Record
Department (UDDS)

A two-character numeric designation for each department (academic or budgetary) within a Division (UDDS). Department is the fourth and fifth characters of a UDDS.

University of Wisconsin - Madison
Extramural Award

A funding mechanism between the Board of Regents of the University of Wisconsin System and a sponsor whereby the sponsor commits funding to the University for a specific scope of work and for a specific time-period.

Finance, Research Administration
Principal Investigator (PI)

The individual responsible for a sponsored research project. This responsibility includes both leadership of the scientific/technical aspects of the project and compliance with the financial and administrative aspects of the award.

Employee Record, Research Administration, Space