Data Tables 2A & 2B Tool – Updates

This field will allow you to pick a specific point in time for funding. The date entered signifies a date between Project Begin and Project End. Originally, the report would search across the entire scope of a selected funding workspace. This field is optional. If no date is entered, it will behave as it did originally. The added timepoint allows you to dig deeper into the project scope.

“Fiscal Year” has been replaced by “Funding Workspace”. In a future release, we will allow the capability to upload funding at multiple points within a time frame. The Fiscal Year option limits the amount of data that you can upload, so we are planning to expand the capability to upload data the way that you want to analyze it.

In the meantime, we have updated the wording of this field in preparation for this upgrade. A drop down option will appear for every batch of funding that you have uploaded.

For Data Table 2A and 2B, we have added a drop down for filtering by Peer Review Type. Your options are representative of the funding “buckets”:

• NIH
• NCI
• Other Peer
• Industry
• Non Peer
• NCI Non Peer

For every project, there is as associated project status. You may or may not be using this particular field, so we have included all options by default. If you would like to filter projects on these types, it is available now for you to use.

Funding can be recorded for all investigators within your account. However, for CCSG Reporting purposes, there was a restriction to just the inclusion of members with a designation of “Full Member”.

With this update, you are now able to render data tables for Associate, Former Members, and Not Defined. This will allow the flexibility to run the reports based on your needs. Often this data can be beneficial in making determinations on promotion for Associate investigators who have been identified as having ample funding sources to improve your review scores.

Some additional display options are now available for Data Table 2A.

• Show ZY Amounts – This feature will allow full dollar amounts to be displayed for projects listed as “ZY”. Per NCI Reporting Guidelines, these dollar amounts are hidden from view on the report. This option will allow you to see the dollar amounts, and how funding is applied to these project types.
• Show Training – By default, Training is hidden form display on Data Table 2A. Toggling this option will include Training Projects in Data Table 2A
• Show Justification – If you are taking advantage of the Funding Solicitation tool, justification has been actively entered by investigators as you have pushed it to them for their responses. If you would like to display their comments on Data Table 2A, this option will allow you to have these values visible for display and print.
• Show Allocation to 2A – For each project funding item, you can elect to use Research Logix logic to automatically assign the project to 2A’s program based on the Investigator’s information (Program Alignment and Member Type), or force the project to the program. This field reveals how the project is currently connected to 2A.