New PI Dashboard Now Available

The new PI dashboard is now available in Summit. The PI Dashboard has been created for PIs with the objective of providing simple, easy to navigate pages that accurately convey data pertinent only to them. We are working to organize grants information in a way that makes it easy for a PI to access up-to-date details about their projects, milestones, remaining balances, etc.

To view the PI dashboard, go to the Dashboards dropdown menu and select FDM Reports > PI:

Screenshot of a web-based dashboard menu. The navigation includes categories such as "Admin" and "FDM Reports" with several sub-items listed. Under "FDM Reports," entries include FDM: Academic Admin Worcester, Asset Management, Audit, CWM Management, Department Admin Worcester, Department Management, Facilities Management, Leads Preview and Approval, PI Worcester, and Tree Analysis. The last item highlighted is labeled "PI."

If you don’t see this option, please submit a Financial Services Access Request Form and request the Summit role SUMMIT_FDM_PI_User. Please send any questions to SummitFeedback@uml.edu.