Setting up Insights Dashboards for Grants
PeopleSoft Grants delivers Insights dashboards to analyze grants data using different visualizations.
To set up Insights dashboards for Grants:
Use the Deploy Search Definition page to deploy the search definition (PeopleTools, Search Framework, Administration, Deploy Search Objects).
The PeopleSoft Grants search definition is EP_CA_GM_PROJRES_INSIGHT.
Note: The source of transactional information in this index is the project costing (proj_resource) table with additional attributes provided from the Grants and Contracts applications for the related projects.
See also Search Definitions and Privileges for a list of Grants search definitions for PeopleSoft Insights dashboards.
Use the Schedule Search Index page to run the Build Index process (PeopleTools, Search Framework, Administration, Schedule Search Index).
The first time you run this process for a search index, you should always select Full Index as the Indexing type. You can run incremental indexes after that.
Use the Deploy Insights dashboards page to deploy the dashboard and the tile (PeopleTools, Search Framework, Administration, Deploy Insights Dashboards).
When you deploy a dashboard, you are copying the dashboard from the PeopleSoft database to your instance of PeopleSoft Insights. The deployed dashboard is then available on the Saved Objects page in the Management section on the Insights home page. Use the Deploy Insights Dashboards page to deploy or update a dashboard. For more information on Deploying a Dashboard, see PeopleTools:Search Technology, Working with Insights Dashboards for PeopleSoft Application Data, Deploying a Dashboard.
Use the Personalize Homepage Page to add the tile to a homepage.
Use the User Roles page to add the privileges to users (PeopleTools, Security, User Profiles, User Profiles).
The PeopleSoft Grants privileges are:
Insights GM Edit Privilege
Insights GM View Privilege
See also Search Definitions and Privileges for a list of all product privileges for PeopleSoft Insights dashboards.
When adding Insights dashboard tiles to a homepage, access the Grants Management folder. PeopleSoft Grants has Cost Reimbursable Awards tile associated with Insights dashboard:
For additional information about how to add a tile to a PeopleSoft Fluid Home page, see Adding Homepages and Tiles and PeopleTools: Application User’s Guide, “Working With PeopleSoft Fluid User Interface”, Working with Fluid Homepages and Dashboards, Managing Tiles on Fluid Homepages and Dashboards.
This example illustrates the Cost Reimbursable Awards tile.
The number of Active Awards displayed on the tile assumes the user of the dashboard is a Principal Investigator and displays the number of active awards associated with this person.