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Grant Aims and Deliverables Tracker

Turn a funded award's specific aims into milestones, deliverables and reporting dates, with people and bench progress beside each aim.

These images are illustrations of the concept, not screenshots of the actual product.

Overview

Grant Aims and Deliverables Tracker is a PlanMagnet concept for science and research teams working under a funded award. It lays out each specific aim of the award as milestones on the award timeline, lists the deliverables and progress-report dates the funder expects, and puts people and bench progress beside each aim, so a principal investigator and a research administrator look at the same picture of the award.

In a research lab, the aims written into a proposal and the work happening at the bench drift apart quickly. Experiments are recorded in a lab notebook, effort commitments are kept somewhere else, and the award's milestones sit in a document that is opened again when the annual progress report falls due. By then it is hard to say which aim slipped, whether it slipped for lack of people or for scientific reasons, and what honestly belongs in the report.

The illustrated award page sits under Milestones in the Projects area. Its header names a sample four-year award on indoor air chemistry, with badges for the current award year and the annual progress report due date, above tiles for milestones on track, milestones at risk, items due in the next 90 days and open roles on the award. A specific aims timeline runs across the award period with a Today marker and places each aim's work as a bar labeled completed, in progress, at risk or pending. A Deliverables table lists each deliverable with its aim, due date, status, linked LabsOfScience experiments and committed effort from CrewFoundry. The highlighted at-risk deliverable shows an experiment still in analysis and an effort-gap badge, which answers two questions at once: the aim is behind, and it is short of people. A Progress report panel holds a checklist of report sections and a button that compiles a draft from the milestones.

The concept builds on PlanMagnet's milestones and is designed to work with two other Burdenoff products. Each award is designed to be set up as a CrewFoundry project, so the effort committed to each aim comes from CrewFoundry capacity data, and each deliverable is designed to show the state of its linked experiments in LabsOfScience, where the bench work is recorded. The compiled draft is designed to gather accomplishments, participants and products from the same records, and it is meant to be reconciled with the institution's official grant systems before anything is submitted. The award, dates and figures shown are sample data.

What this concept shows

  • An award header with badges for the current award year and the annual progress report due date
  • Tiles for milestones on track, milestones at risk, items due in the next 90 days and open roles on the award
  • A specific aims timeline across the award period, with a Today marker and status-labeled bars for each aim's work
  • A Deliverables table with aim, due date, status, linked LabsOfScience experiments and committed CrewFoundry effort
  • An effort-gap badge on an at-risk deliverable, showing when an aim is short of people as well as behind
  • A progress report checklist covering accomplishments by aim, participants and effort, products and releases, and changes and delays
  • A Compile draft from milestones action that assembles the report from the same records

How it works

  1. Open the award from Milestones under Projects, or switch to another award with the selector at the top of the page.
  2. Read the header badges and tiles to see the award year, the next report date and how many milestones are at risk.
  3. Scan the specific aims timeline against the Today marker to see which aim's work is completed, in progress, at risk or pending.
  4. Check each deliverable's linked LabsOfScience experiments and CrewFoundry effort, and look for an effort gap on anything at risk.
  5. Check the report sections to include, then compile a draft progress report from the milestones.
  6. Reconcile the draft with the institution's official grant systems before it is submitted.

Who it's for

  • Principal investigators
  • Research administrators and grants managers
  • Lab managers
  • Research program coordinators

Illustrations

1 illustration of this concept. Select one to view it full size.

Award Aims, Deliverables and Progress Report

A sample award's aims on a timeline, deliverables with linked experiments and effort, and a report checklist.

This illustration shows an award page under Milestones in the PlanMagnet Projects area, with an award selector at the top right. The header names a sample four-year award on indoor air chemistry and carries badges for the current award year and the annual progress report due date. Four tiles count milestones on track, milestones at risk, items due in the next 90 days and open roles on the award. The specific aims timeline places three aims against the award years with a Today marker: completed home deployments and in-progress chamber experiments under the first aim, an at-risk source apportionment model under the second and a pending intervention pilot under the third. The Deliverables table lists each deliverable with its aim, due date, status, LabsOfScience experiment count and CrewFoundry effort; the highlighted at-risk row shows an experiment in analysis and an effort gap. A Progress report panel offers a section checklist and a Compile draft from milestones button.

Topics

  • grant milestone tracking
  • specific aims timeline
  • research grant deliverables
  • annual progress report preparation
  • grant effort tracking
  • research project management software
  • award management for labs
  • link lab experiments to grant aims
  • principal investigator dashboard

Part of an industry solution

This concept appears in a cross-product solution on burdenoff.com — see how it works alongside other Burdenoff products to solve a problem in that industry.