Tag: EBI

  • Important Update: Clinical Trial Accounts Receivable (CT AR) Data Cleanup and Source of Truth Guidance

    Author: Sherry Coleman, Associate Executive Director, CT Post Award Invoicing As part of the ongoing Compass CT AR data cleanup initiative —focused on study accounts managed by the ECRO Invoicing Team—new guidance has been established to clarify financial reporting sources for the research community. For studies managed in ERMS prior to January 21, 2025: The Summary…

  • Contracting Updates: Contracts Dashboard Overview, Progress & Plans

    Authors: Janette Hannam Hayes, Director, OSP Contracts; Sharon Jones, Interim Director, SOT; Valeria Rainey, Strategic Operations Associate, SOT; Jennifer Gore, Assistant Director, RDA Intent, History and Launch of a Dashboard: OSP continues to prioritize improving the contracting process to foster better internal reporting, better communication, and more transparency with the research community. With that in…

  • PI Financial Portal: Helpful Links

    Author: Tricia Callahan, Associate Director, Research Training (SOT) The PI Financial Portal is a dashboard that allows faculty to access sponsored and non-sponsored account data. The dashboard is intended to provide an ‘online bank account’ view of a faculty member’s current balances based on expenses that have already occurred. A few highlights of the PI…

  • PI Financial Portal

    The PI Financial Portal is a dashboard in Emory Business Intelligence (EBI) created to allow faculty to access their complete portfolio on-demand, sponsored and non-sponsored. It is intended to serve as an “online bank account” style view of a faculty member’s portfolio, providing current balances based on expenses that have already occurred. The portal was developed…

  • PI Financial Portal to Provide Financial Overview for Faculty

    Have you ever had a question about your financial portfolio, but were unsure who to ask about a speed type or the balance of a project? Have you dreamed of a “snapshot” where information about your awards and projects are consolidated for easy viewing and access? We have heard these questions and ORA is committed…