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This core record details page is used to record and maintain the details of a project. When a project is created, only minimal information is required initially. Additional information is entered over time as the project progresses.
The minimum system requirement to create a Project record is the Project Code and Title, however additional fields may be mandatory. If unsure or having issues, contact your RME Administrator to check the minimum requirements for your institution. In addition, a Project record can have a number of custom fields added for your institution.
Administrators: Add or manage custom fields for this page in Table Auditing - Custom Fields.
You can have multiple versions of the Project record if created using eForms.
Menu path: RME menu > Projects (search) > Project
1. From the RME menu, select Projects > Projects to display the module search page.
2. In the toolbar, click the New button.
3. Complete the fields, using the table below as a guide.
4. In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button. When the details are saved, related items become available to record additional details:
Default Field Label |
Description |
Account Code |
Base account code for the project |
Analysis |
Additional information, as determined by your institution |
Applied % |
Percentage of the project that falls under the weighting area of 'Applied' The total percentage of Applied %, Experimental %, Pure % and Strategic % fields, as shown in the Total % field, cannot be greater than 100. If you want to customise the field label, it is available in Global Label Preferences. Changing the global label will change it in the core record as well as eForms. |
Available for Public Portal? |
Only if the Public Portal is licensed Indicates if project details are to be shared in the Public Portal, available to the general public If enabled, specific fields will be reflected in the portal, if available for the project. For details, see: Public Portal |
Closed? |
Indicates that the project is closed There are three steps to completely close a project that will reflect in this setting: 1. Change Current? to No. 2. Enter a date in the Date Closed Off field. 3. In the Status field, select the Closed Off option. |
Comments |
Additional information about the project |
Confidential? |
No by default Indicates if the project record is confidential |
Current? |
Yes by default Indicates if the project record is currently active. If the project is no longer current, slide this to No. |
Data Details |
Details about where the results of the project are or will be located |
Date Applied |
Date on which the application was made |
Date Approved |
Date on which the application to start work on the project was approved |
Date Closed Off |
Date on which the project was closed off |
Date Combined |
Date on which the project was combined with another project, if relevant |
Date Rejected |
Date on which the application to start work on the project was rejected, if relevant |
Date Transferred |
Date the transfer of project monies was made |
Date Withdrawn |
Date on which the application was withdrawn, if relevant |
Description |
Full description of the project from the application |
End Date |
Date when work on the project finished or should be completed |
Entry Status |
Data entry status, for example if it's imported, an initial entry, or a renewal entry |
Ethics clearance start date |
|
Ethics Clearance Issued? |
Indicates if ethics clearance has been issued |
Ethics Clearance Required? |
Indicates if ethics clearance is required for this project |
Ethics Clearance To |
Ethics clearance end date |
Experimental % |
Percentage of the project that falls under the weighting area of 'Experimental' The total percentage of Applied %, Experimental %, Pure % and Strategic % fields, as shown in the Total % field, cannot be greater than 100. If you want to customise the field label, it is available in Global Label Preferences. Changing the global label will change it in the core record as well as eForms. |
Indicates whether a project extension has been approved |
|
Extension Approved Date |
Project extension approval date |
Extension Requested |
Indicates whether a project extension has been requested |
File Reference |
File reference number, for example, if a hard copy file exists for the project |
Folio Reference |
Physical location or folio number, for example, if a hard copy file exists for the project |
Funded? |
Indicates whether the project is funded |
Funding Type |
Funding group to which the project belongs |
Government Category |
Government research category the project belongs to, from a defined list |
Keywords |
List of keywords applying to the project |
Monies Transferred |
Details about the amounts and purposes of the monies that were transferred |
Primary Contact |
Read only Name of the person marked as the Primary investigator For this module, a person can be a primary contact even if they are non-current. |
Primary Function |
Short description of the main purpose of the project |
Primary Fund Scheme |
Read only Name of the primary fund scheme for the project, as shown in the Fund Scheme related item |
Primary Org. Unit |
Read only Primary Organisational Unit of the project
|
Progress Status |
Project progress status, from a defined list, depending on your institution's processes |
Project Code |
Unique code to identify the project record This can be configured to allow the user to enter a value or for the system to auto generate the code. For details, see User Code configuration. |
Project Title * |
Mandatory Official name of the project If the Available for Public Portal? flag is Yes in the Project record, this will be shared on the Public Portal provided that the researcher is listed as an investigator on the project. This can be formatted as required. See: Text editing toolbar |
Pure % |
Percentage of the project that falls under the weighting area of 'Pure' The total percentage of Applied %, Experimental %, Pure % and Strategic % fields, as shown in the Total % field, cannot be greater than 100. If you want to customise the field label, it is available in Global Label Preferences. Changing the global label will change it in the core record as well as eForms. |
R & D Activity |
Additional research and development information |
Refer Attachments |
Additional details about the transfer of monies, for example, the location of worksheet information |
Start Date |
Date when work on the project started or is planned to start If the Available for Public Portal? flag is Yes in the Project record, this will be shared on the Public Portal provided that the researcher is listed as an investigator on the project. |
Status |
Current stage of the project, from a defined list, depending on your institution's processes |
Strategic % |
Percentage of the project that falls under the weighting area of 'Strategic' The total percentage of Applied %, Experimental %, Pure % and Strategic % fields, as shown in the Total % field, cannot be greater than 100. If you want to customise the field label, it is available in Global Label Preferences. Changing the global label will change it in the core record as well as eForms. |
Summary |
Additional summary details |
Tot. Applied Amt |
Total funding amount applied for |
Tot. Approved Amt |
Total funding amount approved If the Available for Public Portal? flag is Yes in the Project record, this will be shared on the Public Portal provided that the researcher is listed as an investigator on the project. |
Tot. Received Amt |
Total funding amount received |
Total % |
Total percentage of Applied %, Experimental %, Pure % and Strategic % fields This total cannot be greater than 100. If you want to customise the field label, it is available in Global Label Preferences. Changing the global label will change it in the core record as well as eForms. |
Transfer Details |
Additional information about the transfer of project monies |
Transfer From |
Transfer date, if any project monies were transferred to another institution from your institution |
Transfer To |
Other institution name, if project monies were transferred to another institution |
Type * |
Mandatory Type of project, from a defined list This field is used to assign access to data records. To be able to view a Project record of a particular project type, your RME Administrator must assign access to that project type to your user record or role. See: Project access security. |
Version |
Indicates the version of the record • If the version is empty, no other version of the record exists. • If the version is 0, this is the original record based on which a higher version was created. • The record will be non-current if a higher version of the record exists. • Only one version of the same record can be current at any time.
|
Weighted Score |
Acceptance criteria total score |
Weighting |
Internal project weighting used within your institution |
A graphic representation of Significant Events related to the record.
When you save the basic project details, related items become available. For example, you can record details for investigators, facilities, funding and other related information for the project.
To see help pages for all related items for a Project record, go to the Help Table of Contents to the left of this page under Project record. Help pages are also context-sensitive, so you can click Help on an RME page to view the related information.
To manage a related item, open it from this core page and select from the Add, Delete and Export links at the right of the related item. To edit an item, click the row to display the details.
You manage core records from the module search page, Results tab. Select records in the grid and select the New, Delete and Export buttons on the toolbar in Projects search.
ID: PRO001.htm