Proposal Management
Manage Unit Data Overview
12/1/2009
What is Unit Data in eRPM?

Manage Unit Data enables departments to
capture their own information for any project
where the department is an approving
department
–
E.g., Approver of space, budget, personnel with
effort, or cost-sharing
Data is sent to Proposal Management data
set nightly
 Anyone with access to the Proposal
Management data set can view the data

–
Not restricted to the department that entered the
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data
Illustration of Unit Data Collection
eResearch Proposal
Management System
Proposal
Management
Data Set
PAF/Project
Dept 1UM Principal
Investigator
Dept 1
enters
Unit Data
Dept 1 Unit
Data
Dept 2 Participating
Investigator with
Effort
Dept 2
enters
Unit Data
Dept 2 Unit
Data
Dept 3 –
UM Cost Share
Dept 3
enters
Unit Data
Dept 3 Unit
Data
Refreshed nightly.
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Department Defines Unit Data

Departments set guidelines/expectations
about:
–
–
–

Data to collect
When to collect data
Reporting on this data using the Proposal Management
data set
Since departments set data guidelines/
expectations, do not compare unit data across
Schools/Colleges. For example,
–
–
–
–
Department A: Collects unit data & defines fields *
Department B: Does not collect unit data
Department C Collects unit data & defines fields *
* Field definitions may not be the same
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How do I enter Unit Data?
System Demonstration
 Detailed directions with generic field
described in: Manage Unit Data – StepBy-Step Procedure
 Manage Unit Data – Definitions for Your
Departments/Unit - Tool

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Who Can Enter Unit Data?

Manage Unit Data is available to:
–
–
–
Reviewers at the Department Level
Unit Liaisons for all their departments
Unit Data Managers
 New
group on the Manage Department
Information page
 Allows individuals to view & enter department
data
 For example, post-award individuals
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Who Can Add Unit Data Managers?

For a Dept ID, Unit
Data Managers can
be added on
Manage
Department
Information page
by:
–
–
–
Unit Liaisons
Reviewers Who
Can Sign
Reviewers
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Where can I view Unit Data?

eRPM system –
Unit Data can be viewed by those with access
to enter data for individual Dept IDs
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Where can I view Unit Data?

Data Warehouse Proposal Management data set/
RS02 Proposal Management BusinessObjects Universe
o Unit Data can by
searched/queried by those
with access to this data
set.
o Unit data can be queried
using a query or reporting
tool. BusinessObjects is
the query tool supported
by U-M.
Proposal Management
Dept Info Folder:
Department/unit
information defined by
units. Do not use to report
across schools/colleges
because units define how
to use these fields & units
use these fields uniquely.
Learn more about BusinessObjects XI 3.1 Web Intelligence (WebI):
https://maislinc.umich.edu/mais/html/BOresources.html
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Proposal Management Data Dictionary

Excerpt of Proposal Management Dept
Info

http://www.mais.umich.edu/reporting/eresdataset.html
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How Could My Department Use This?

Commitments
–
For a PAF where your department is not the
Administrative Home, but you have a Co-PI (e.g.,
Participating Investigator with Effort), enter/track
his/her commitments
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How Could My Department Use This?

Cost-sharing
–
Track outstanding cost-sharing:
 Owed
to a department
 Owed by a department
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How Could My Department Use This?

Capture information not included on the
PAF, for example
–
Unit Fees (e.g. IRB Fees)
–
IDC Waiver
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When will Unit Data be available?

Manage Unit Data will be available in
eResearch Proposal Management February 1, 2010 for departments, to gather, collect &
report on department specific
information.
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Planning to Use Manage Unit Data
• Departments must set
their own guidelines
for capturing &
reporting on Unit Data
1. Will you collect
Unit Data?
2. What will be
collected?
• Start these
conversations prior to
January 2010
4. Who will enter
the data?
3. At what level
will the data be
collected? Dept?
School/College?
• Share with your unit
next steps in early
2010 (even if it is you
are not ready to use
Manage Unit Data yet)
5. When & who
will report on the
data?
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1. Will you collect Unit Data?
1. Will you
collect Unit
Data?
2. What will be
collected?
4. Who will enter
the data?
3. At what level
will the data be
collected? Dept?
School/College?
5. When & who
will report on the
data?
• Determine if it will add value
for your departments to
collect Unit Data
• Think about the big picture –
what would be helpful for
your unit to report on in the
future
• Overall, what do you need
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2. What will be collected?
1. Will you
collect Unit
Data?
2. What will be
collected?
3. Who will enter
the data?
3. At what level
will the data be
collected? Dept?
School/College?
5. When & who
will report on the
data?
• Determine what data you will
collect, specific Manage Unit
Data fields
• Create definitions of what
these Manage Unit Data
fields represent for your unit
(e.g., Unit Fees used for IRB
fields)
• For text fields, specifically
define what you want
entered so that you can
consistently report on this
data in the future
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3. At what level?
1. Will you
collect Unit
Data?
2. What will be
collected?
4. Who will enter
the data?
3. At what level
will the data be
collected? Dept?
School/College?
• Define at what level you
want to collect data
• Department level
• School/college level
5. When & who
will report on the
data?
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4. Who will enter data?
1. Will you
collect Unit
Data?
2. What will be
collected?
4. Who will enter
the data?
3. At what level
will the data be
collected? Dept?
School/College?
5. When & who
will report on the
data?
• Determine who will enter unit
data
• Individuals Reviewers
• Unit Liaisons for all their
departments
• Unit Data Managers
• New group available
on Manage
Department
Information page
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5. Who & when will you report?
1. Will you
collect Unit
Data?
2. What will be
collected?
4. Who will enter
the data?
3. At what level
will the data be
collected? Dept?
School/College?
• Determine:
• Who will create reports on
the data
• When will reports be
created
5. When & who
will report on the
data?
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