Best Practices and Requirements

Calendar Year Effort View Dashboard Report

Displays summarized Institutional Base Salary payroll expenses and effort information by Award and Account PI for a given calendar year by Project or account.

Principal Investigator View Dashboard Report

Provides information by Principal Investigator regarding pending proposals, active awards, and advanced accounts. The report also displays payroll detail and account balances for open sponsored award accounts.

Principal Investigator View Dashboard Report

CG Labor Projections Dashboard Report

Provides information to help manage job appointments on sponsored award accounts, including an estimate of labor that will be charged through the end of a project.

CG Labor Projections Dashboard Report

Salary Cap Dashboard Report

Provides payroll information by person, award, and account for employees subject to Salary Cap Limitations, including amounts over the allowable cap limitation that are required to be allocated to "INSxx" cost share sub-accounts.

Salary Cap Dashboard Report

PI Leaving IU Dashboard Report

Provides information about Principal Investigators on KC Awards to help identify PI's who have left or may be preparing to leave IU.

PI Leaving IU Dashboard Report


Please visit the Compensation Management Reports and Resources webpage for a full listing of available reports.

Cost Transfers on Sponsored Projects

Sponsored accounts must be reviewed on a monthly basis in accordance with IU Policy. To find additional information or to initiate a late cost transfer request please visit the ORA Cost Transfer webpage.

Cost transfers for all federal and federal pass-through sponsored awards, including corrections to salary costs, must be initiated and routed to ORA within three months following the month in which the cost was first incurred.