Proposal and Award Metrics Dashboard (PAMDash) Enhancement Summary

June 2025 Enhancements to the Proposal and Award Metrics Dashboard

The following features are now available in the Proposal and Award Metrics Dashboard (PAMDash). These enhancements reflect the continued collaboration between Contracts and Grants Accounting (CGA) and UCSF’s research administration community to provide self-service access to extramural funding metrics.

New data filters

Action Type

• Updated the Action Type page filter in the Data: Award Funding Detail Data By Year, Funding Volume, and Funding Amount dashboard pages to add the following new Executive Order Action Types:
  • EO Appeal
  • EO Reduction
  • EO Reinstatement
  • EO Rescind
  • EO Suspension
  • EO Termination

Federal Agency

• A new page filter is added to select the Federal Agency (NIH, CDC, USAID, etc.) for the awards in the Data: Proposal Detail Data By Year, Data: Award Funding Detail Data By Year, and Data: Award Funding & General Ledger Current Balance dashboard pages.
• The Federal Agency page filter is based on the funding received from the top-level prime sponsor's federal agency, if it exists. Otherwise, it will be based on the top-level award sponsor's federal agency. If it is not a federal agency, it will be labeled as Non-Federal.

Award Status

• A new Award Status page filter is added in the Data: Award Funding Detail Data By Year dashboard page, where users can select the following statuses: Accepted, Advance, and Closed.

New data elements 

• Federal Agency
  • A new data column to identify the federal agency (NIH, CDC, USAID, etc.) on each award in the Data: Proposal Detail Data By Year, Data: Award Funding Detail Data By Year, and Data: Award Funding & General Ledger Current Balance dashboard pages.
  • The Federal Agency data column is based on the funding received from the top-level prime sponsor's federal agency, if it exists. Otherwise, it will be based on the top-level award sponsor's federal agency. If it is not a federal agency, it will be labeled as Non-Federal.
• Actual Direct Expense and Actual Indirect Expense
  • Two new data columns are added in the Data: Award Funding & General Ledger Current Balance dashboard page:
    • Actual Direct Expense: Actual direct costs incurred during the sponsored research project.
    • Actual Indirect Expense: Actual indirect costs incurred during the sponsored research project.

Award Status

• A new Award Status data column is added in the Data: Award Funding Detail Data By Year dashboard page, where users can see the following status: Active, Advance, and Closed.

How To Get Started

Log into PAMDash to experience the latest features (MyAccess login and UCSF network/VPN connection required).
Join CGA for an upcoming demonstration session to see the new features, walk through common scenarios for using the dashboard, and get answers to your questions:

• July 16, 2025,11 a.m. to 12 p.m.
• Mark your calendars to join the demonstration session (opens in new window). UCSF authentication is required.

PAMDash is managed by the Project and Data Team within CGA. If you have any questions about PAMDash, email [email protected].

March 2025 Enhancements to the Proposal and Award Metrics Dashboard (PAMDash)

The following new features are now available in PAMDash. These enhancements reflect the continued collaboration between Contracts and Grants Accounting (CGA) and UCSF’s research administration community to provide self-service access to extramural funding metrics.

New data filters for the following

Federal Flow Thru

• Find this new filter in the Award Volume, Funding Volume, Funding Amount, Diversity Supplement, Budget Vs Actual Expense, Net Position & Revenue, Data: Award Funding Detail Data By Year, and Data: Award Funding & General Ledger Current Balance dashboard pages.
• Users can filter to view award metrics and data by the following Federal Flow thru types:

1. Funded 100%State/PrivateSrce
2. Funded: Fed & State/Priv.Srce
3. Funded100%Fed.allocSt/Pr.Agy
4. Campus fndn endw income
5. Campus fndn not endw income
6. FundedPartFedARRASt/Priv.Src
7. Funded100%FedARRASt/Priv.Src

Action Type

• A new filter in the Funding Volume and Funding Amount dashboard pages allows users to view funding metrics by the Award Modification Action Types. The award modification types are the following: Admin Modification, Carry Forward, Continuation, Deobligation, Diversity Supplement, New, Offset, Reduction, Reinstatement, Renewal, Supplement, Transfer In, and Undefined Action Type.

New data elements for the following

Federal Flow Thru

• Federal Flow Thru data column added to the Data: Award Funding Detail Data By Year and Data: Award Funding & General Ledger Current Balance dashboard pages.

Top Level Parent Sponsor

• Review the Top Level Parent Sponsor ID, Top Level Parent Sponsor Name, Top Level Parent ID of Prime Sponsor, and Top Level Parent Name of Prime Sponsor data columns are added to the Data: Proposal Detail Data By Year, Data: Award Funding Detail Data By Year, Data: Award Funding & General Ledger Current Balance dashboard pages.

Proposal and Award Funding Indirect and Direct Costs

• Proposal Indirect Cost, Proposal Direct Cost, Awarded – Direct Cost, Awarded – Indirect Cost, Funded – Direct Cost, and Funded – Indirect Cost data columns added to the Data: Proposal Detail Data By Year dashboard page.
• IDC Funding Amt and DC Funding Amt data columns added to the Data: Award Funding Detail Data By Year dashboard page.

How To Get Started

Log into PAMDash (opens in new window) to experience the new features (MyAccess login and UCSF network/VPN connection required).
Join CGA for an upcoming demonstration session to see the new features, walk through common scenarios for using the dashboard, and get answers to your questions:

• May 14, 2025,11 a.m. to 12 p.m.
• Mark your calendars and join at the start of the session (opens in new window);(UCSF authentication is required).

PAMDash is managed by the Project and Data Team within CGA. If you have any questions about PAMDash, email [email protected].

Quicker Access to PAMDash via MyAccess

You can now launch UCSF’s Proposal and Award Metrics Dashboard (PAMDash) directly from MyAccess. Add PAMDash to your favorites to make access to extramural funding metrics even more convenient.

PAMDash is managed by the Contract and Grants Accounting Project and Data Team. For questions, email [email protected] or visit the PAMDash help site.

December 2024 Enhancements to the Proposal and Award Metrics Dashboard

The following new features are now available in the Proposal and Award Metrics Dashboard (PAMDash). These enhancements reflect the continued collaboration between Contracts and Grants Accounting (CGA) and UCSF’s research administration community to provide self-service access to extramural funding metrics.

• New dashboard page:
  • A new Award Volume dashboard page based on Award Begin Date shows the count of awards monthly, yearly, and year-to-date.
• New and updated data filters for the following:
  • Proposal Action Type: A new filter in the Proposal Summary, Proposal Amount, and Proposal Detail By Year dashboard pages allows users to view proposals based on Proposal Action Types: New, Renewal, Transfer In, Supplement, Continuation, and Resubmission.
  • RSA Name: This filter is now labeled Dept RSA Name on all dashboard pages that limit proposals and award data to the primary project Research Services Analyst (RSA) assigned.
• New metrics and data elements:
  • A new Cumulative Diversity Supplements by Funding Entry Counts metric on the Diversity Supplement dashboard page shows monthly cumulative volume of awards with Diversity Supplement award modifications by fiscal or calendar year. Modifications will be counted in the month the funding was added (Funding Added) or the funding start date (Prorated Funding) based on the Funding Type filter value selected.

How To Get Started

Log into PAMDash to experience the new features (MyAccess login and UCSF network/VPN connection required).

Join CGA for an upcoming demonstration session to see the new features, walk through common scenarios for using the dashboard, and get answers to your questions:

• January 15, 2025,11 a.m. to 12 p.m.
• Mark your calendars and click here at the start of the session to join (UCSF authentication is required).

PAMDash is managed by the Project and Data Team within CGA. If you have any questions about PAMDash, email [email protected].

October 2024 Enhancements to the Proposal and Award Metrics Dashboard

The following new features are now available in the Proposal and Award Metrics Dashboard (PAMDash). These enhancements reflect the continued collaboration between Contracts and Grants Accounting and UCSF’s research administration community to provide self-service access to extramural funding metrics.

• New dashboard page:
  • A new Diversity Supplement dashboard page shows monthly, yearly, and cumulative funding amounts for awards with diversity supplements.
• New metrics and data elements:
  • Expense Budget Balance: A new column on the Data: Award Funding & General dashboard page is the difference between the expense budget amount and the total expense amount.
  • NIH Prorated Funding: Upon filtering the Funding Amount, Top Sponsors, NIH Mechanism, and Diversity Supplement dashboard pages to the Funding Type value “Prorated Funding”, all metrics will show the prorated monthly or yearly funding amount where the total award modification funding is allocated equally between the funding period begin date and end date.
• New data filters for the following:
  • Proposal Status: A new filter in the Proposal Summary, Proposal Amount, and Data: Proposal Detail Data By Year dashboard pages allows users to view proposals based on their status: Awarded (proposals that generated an award); Not Funded (proposals where the Sponsor communicated the proposal will not be funded or where one year has passed since the proposal was submitted); In Progress (proposals submitted to the sponsor and we await a response).
  • Funding Type: Added to the Top Sponsors, NIH Funding Mechanism, and Data: Award Funding Detail Data by Year dashboard pages, use this filter to view award dollars by Funding Added (default) or Prorated Funding.
  • Action Type: Use this new filter on the Data: Award Funding Detail Data By Year dashboard page to limit funding entries by specific award modification action type (e.g., New, Diversity Supplement, Transfer In).
  • RSA Name: Available on all dashboard pages, use to limit proposal and award data to the Research Services Analyst (RSA) assigned.
• A link to help and contact information is available from all pages.

How To Get Started

Log into PAMDash (opens in new window) to experience the new features (MyAccess login and UCSF network/VPN connection required).

Join CGA for an upcoming demonstration session to see the new features, walk through common scenarios for using the dashboard, and get answers to your questions:

• October 16, 2024, 11 a.m. to noon
• Mark your calendars and click here at the start of the session to join (opens in new window) (UCSF authentication is required).

PAMDash is managed by the Project and Data Team within CGA. If you have any questions about PAMDash, email the CGA Service Desk.

Five Key Enhancements to the Proposal and Award Metrics Dashboard

This month, UCSF released the first major update to the Proposal and Award Metrics Dashboard (PAMDash) since its initial 2016 release. PAMDash provides self-service access to proposal and award data and was created in response to the growing need for departments to monitor extramural funding metrics.

Contracts and Grants Accounting (CGA) and the Office of Sponsored Research (OSR) collaborated with stakeholders across UCSF’s research administration community to deliver five key enhancements that offer new insights into managing proposal and award activity:

1. A new option to view proposal and award data by federal fiscal year adds to existing views by calendar year and UCSF fiscal year.
2. Additional data integrations provide a more complete picture of research activity. We have refined how we source data from across UCSF’s research systems, including new CACTAS and general ledger data, to provide a more comprehensive view of proposal and resulting award activity.
3. More accurate data validations for National Institutes of Health (NIH)’s funding mechanisms help ensure that our data more completely and precisely reflect NIH funding data in our research administration systems.
4. New financial charts add insights about award funding modifications, budget and expense monitoring, and net position to the same dashboard you use to monitor proposal and award activity.
5. New “Top Sponsors” and “Funding Summary” charts provide quick snapshots of your most influential sponsors and funding trends.

We would like to thank all who participated in the redesign and testing for their time and input to help improve the dashboard.

How To Get Started

If you haven’t accessed PAMDash recently, we encourage you to log into the dashboard (opens in new window) to experience the new features (MyAccess login and UCSF network/VPN connection required).

Are you wondering how PAMDash can help enhance research administration for your department? Join CGA for an upcoming demonstration session to see the new features, walk through common scenarios for using the dashboard, and get answers to your questions. Complete this one-time registration (opens in new window) to attend an upcoming session in September (UCSF authentication required):

• Wednesday, September 13, from 11 a.m. to noon
• Wednesday, September 27, from 11 a.m. to noon

Look for more sessions to be announced in October.

PAMDash is managed by the Project and Data Team within CGA. If you have any questions about PAMDash, email [email protected].