Skip to main content

Integration: Sponsored Projects Records in Agreements

Emily Yeomans
  • Updated

Overview

Sponsored Projects (SP) records can be viewed and linked directly within the Agreements report table, eliminating the need to drill down into individual records and providing easier access to key Sponsored Projects data. This integration streamlines project management by enabling users to search and filter Agreements based on Sponsored Projects data, easily link and manage Sponsored Projects within Agreement records, and view critical project details without leaving the Agreements module.

In order to use this feature, you must:

  • Be logged in
  • Have at least one Sponsored Projects and one Inventions role

Key Features: Agreements Report

  • View linked SP Project, Proposal, and Award records in the Agreements report table
  • Use the Advanced Search feature to filter Agreements by:
    • SP Projects
    • SP Awards
    • SP Proposals
  • Apply additional filters to refine your search
  • Utilize a search box for each new option to search by:
    • Project Title
    • Project ID
    • Award ID
    • Proposal ID
  • Drag and drop new options to adjust column positioning within the report.
  • Check or uncheck fields to control which columns are displayed in search results.

Key Features: Linking Sponsored Projects to Agreements

Adding Projects

  1. Within an Agreement record, navigate to the Related Items section

  2. Locate the Related Sponsored Projects Records section

  3. Select the Add Project button to search for and link projects

  4. Search for projects using Project ID or Project Title
  5. Select a project to populate the search box with ID and title. If no results are found, a No Search Results message will appear.
  6. Click OK to add the project to the Related Sponsored Projects Records table. Click Cancel to return without adding a project.

Viewing Linked Projects

Once a project is linked, it will appear in the Related Sponsored Projects Records table with the following columns:

  • Project # (hyperlinked to open the SP project record in a new tab)
  • Project Title
  • Project Status
  • Linked Proposals
  • Linked Awards

If there are multiple awards and/or proposals linked to a project, they will be displayed in the same row/column on a new line.

Removing Linked Projects

  • Click Remove Project to enter edit mode
  • Checkboxes will appear in the far left of the table
  • Two buttons will appear at the bottom right of the table: Cancel and Remove
  • Select one or more checkboxes and then select Remove to unlink the selected projects
  • Click Cancel to exit edit mode without making changes

 

 

 

 

Related articles