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:

1. Use the Deploy Search Definition page to deploy the search definition (PeopleTools, Search Framework, Administration, Deploy Search Objects).

   Search definition for Cost Reimbursable Award Financials dashboard is EP_CA_GM_PROJRES_INSIGHT (Grants Insight Analytics).

   Search definitions for Award Portal dashboard are:

   • EP_CA_GM_PROJRES_INSIGHT (Grants Insight Analytics)

   • EP_GM_AWD_INS (Grants Award Insights)

   • EP_GM_AWD_MILE_INS (Grants Award Milestones Insights)

   • EP_GM_AWD_MOD_INS (Grants Award Modifications Insights)

   • EP_GM_PROPOSAL_INS (Grants Proposal Insights)

   Note: This is applicable to the first index EP_CA_GM_PROJRES_INSIGHT only.

   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.

   The source of information for the other indexes is the award profile including milestone and modification detail, and the manage proposal component too.

   Note: The Grants Portal dashboard includes multiple search definitions. A user may click on a detailed item in a visualization. If the user clicks on a data item in a visualization that is also present in other search definitions, the related visualizations for those search definitions will also be refreshed. If the item is not present in the other visualizations, you may want those visualizations to retain their information rather than showing blank information. To do this, you must select the ignoreFilterIfFieldNotInIndex in the Stack Settings in Open Search and change the default setting to On. In the Open Search Advance Settings, the ignoreFilterIfFieldNotInIndex is disabled by default. This property, when enabled, ensures that when there are visualizations in a dashboard belonging to multiple search definitions, when an uncommon field is selected as a filter, it will not be applied to the visualizations that do not have this field.

   See also Search Definitions and Privileges for a list of Grants search definitions for PeopleSoft Insights dashboards.

2. 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.

3. 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.

4. Use the Personalize Homepage Page to add the tile to a homepage.

5. 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.