Accessibility disclaimer: To obtain information contained in document files on this page in an accessible format please contact the Office for Research Administration via email at ora@iu.edu.
Resources
EConfirm Resources
- Confirmer Guide (Accessible 6/22/22)
A comprehensive guide for PI's to navigate project statement confirmation in EConfirm (ECC). - Effort Coordinator Guide (Accessible 6/22/22)
A comprehensive guide to EConfirm (ECC) for Effort Coordinators.
Effort Management Video Library
Effort Management Videos
Below are videos providing an overview of best practices for effort management on sponsored awards.
- Best Practices for Managing Effort on Your Awards
A video guide for managing effort throughout the life of a sponsored award. - When Award PI (Confirmers) Leave IU
A video guide describing the best practices for when PI's have left or may be preparing to leave IU.
Reference the ORA Best Practices and Requirements webpage to view a summary of best practices for ongoing compensation on sponsored award accounts.
Below are videos providing an overview of project effort confirmation in EConfirm (ECC).
- Roles in EConfirm (ECC)
A video guide describing the Award PI Confirmer and Effort Coordinator roles in EConfirm. - Assigning an Effort Coordinators and Primary Effort Coordinators
A video guide for assigning the Effort Coordinator and Primary Effort Coordinator roles in EConfirm. - Understanding your project statement in EConfirm (ECC)
A video guide to describe EConfirm Project Statements for the Award PI Confirmer and Effort Coordinators. - 4 Clicks to Confirmation
A video guide for the Award PI Confirmer to confirm Project Statements in just four clicks. - Confirming your Project Statement in EConfirm – Best Practices
A video guide describing the best practices for confirming Project Statements in EConfirm.
Below are a few of the most popular reports the Office of Research Administration provides to assist departments with the management of compensation on sponsored awards.
Calendar Year Effort View 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.
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
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.
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.
EConfirm (ECC) Effort Coordinator Training
- Training Dates and Office Hours
- Training Powerpoint - Effort Coordinators (Accessible 2/13/24)
EConfirm (ECC) PI Confirmer Training
- Training Dates and Office Hours
- Training Powerpoint - Award PI Confirmers (Accessible 2/13/24)