PI View Use Cases.

STAGE 1: REVIEWING

UCR 1: Reviewing spending plan for upcoming time frame.

Actor: FA,PI (FA=Financial Advisor, PI=Principal Investigator)

UCR 1 Main: The PI accesses a dashboard that gives a high level overview of allocated cost objects' income and expenses over the given year.

UCR 1Note: Clicking on data points, should link to more targeted information. Data is available by cost object and as total assigned to PI. This use case should provide the following information to a PI/FA:

  1. How much funding does a PI have today
  2. When will funding run out (on each cost object)
  3. How much funding will be available on X date in the future (current balance + future funding – commitments through X date)

UCR 2: View recent spending

Actor: FA,PI

UCR 2 Main: The PI can see actuals in the dashboard, and can access specific breakdown of recent spending by cost object.

UCR 3: Making sure that spending plan balances. (all expenses are covered)

Actor: FA,PI

UCR 3 Main: The dashboard referred to in highlights graphically and/or with alerts anticipated over or underspending according to data.

UCR 3a: PI/FA is given the option to adjust accordingly (see stage 2 Adjusting below)

UCR 4: Making sure that spending is on track (to spend down to zero within determined time frame)

Actor: FA, PI

UCR 4 Main: The dashboard referred to in UCR1 highlights graphically and/or with alerts anticipated over or underspending according to data.

UCR 4a: PI/FA is given the option to adjust accordingly (see stage 2 Adjusting below) or may choose to keep as is.

STAGE 2: ADJUSTING

UCA 1: Adding or subtracting expenses (or partial) from cost objects.

Actor: FA

UCA 1 Main: Within cost objects, FA is able to add or remove given expenses (over time frame)

UCA 1 Note: Display must show how adjustment impacts PI's expenses (over time frame)

UCA 2: Reallocating an appointment (or %) from one grant to another.

Actor: FA

UCA 2 Main: Same premise as UCA 1: Within cost objects, FA is able to add or remove given appointments and reallocate them by percentage of total pay across multiple cost objects (over time frame)

UCA2a: FA accesses appointments’ allocation by cost object and by month.

UCA 3: Checking to see if the PI can add an appointment.

UCA 3 Main: Given known income and expenses, the PI wants to determine if they can afford an appointment.

UCA 3a: PI selects the type of appointment needed from a list (behind the scenes, costs are fully loaded). * *They determine the time frame of appointment. The PI can then select which cost object to assign it to, then sees how that affects balance.

UCA 4: Checking to see if PI can afford to make a large purchase

Actor: PI

UCA 4 Main: Given known income and expenses, the PI wants to determine if they can afford a certain expense.

UCA 4a: PI enters the dollar amount and the time frame distribution of the cost (for example $50,000 in Sept or $5,000/mo Jan-Oct). The PI can assign the expense to a cost object or leave it unassigned to see if there are enough funds in aggregate.

UCA 5: Creating alternate forecasting scenarios

Actor: FA, PI 

UCA 5 Main: The PI and FA may want to explore different ways of allocating spending to reconcile balances.

UCA 5a: The PI/FA is able to create a separate, temporary copy of current forecast where different assumptions can be applied to see how those calculations see how that affects the bottom line.

UCA 5b: This version can be saved and an alternative versions can be created in the same way.

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