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This main search page of the Projects module is used to search for, view and manage Project core records. It allows you to create, track and manage the entire research grant lifecycle from notice of intent through to project completion.
The Projects module allows you to maintain and administer full details of any type of grant or research project. The project may be funded or unfunded and it may include negotiated in-kind support as well as budget details. Project records can source information such as action dates, personnel, and classifications from the core system module as well as directly link to other records in RME Ethics, Contracts, and Research Outputs to provide a complete picture of the project.
Project records can be created and maintained to monitor the status of a grant/project application, amounts applied and awarded, as well as project expenditure. Other details relevant to the project may also be recorded, such as classification codes, organisational affiliation, Significant Events, ethics requirements, review committees, time spent on unfunded projects, facilities, and any sign-off requirements.
A project may have one or more associated ethics clearance applications. Ethics clearance details can be recorded and tracked within the projects module including the clearance dates and a summary of the full ethics application details.
The “research %” of the project may be recorded with details of the weighting of the project given to strategic, experimental, pure and applied research.
As staff transfer from one Institution to another, projects may also require transfer and these details may be maintained as part of the project file. Transfer details may include any monies or contract transfers and details of any items which may be required by the new institution.
For information about the toolbar on this page, see: General layout: Toolbar.
Menu path: RME
menu > Projects (search)
Basic search only displays on core module search pages, when you select it from the module header in the RME menu.
Use the Advanced search tab for searches that involve fields not offered in basic search, or for related items and eForm listing pages.
To open a record, you can either:
• Select the Open icon next to the record in the grid.
• Tick the checkbox to the left of the record and click Open in the toolbar.
For more, see: Open (toolbar)
To manage records, you may be able to perform some or all of the following actions based on what you are viewing, your role, access and permissions:
Action |
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Find out more |
Create a new record |
Select the New button on the toolbar |
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Edit a record |
Open the record, edit the details and save |
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Copy a record to reuse details or create a version |
Select the record and click the Copy button on the toolbar |
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Delete one or more records |
Select the records and click the Delete button on the toolbar |
|
Bulk update records |
Only available to users with the relevant assigned page action Select the Actions button > Bulk Update option |
|
Export record details |
Select the Export button on the toolbar |
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Access reports |
Select the Reports button on the toolbar |
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Change the layout of columns in this page |
Select the Column button on the toolbar |
See: Project record
The Action button in the toolbar provides access to the following administrative actions for this module:
• Batch Significant Events to update selected Significant Events with the same details
• Bulk Update to make the same change/s to multiple records at the same time
• Project eForms, sometimes called Research Project Requests (RPR), are used to capture and process information related to projects in an online form and process.
Product key: Modules > Projects
Page ID: PRO001S.htm