Level of Effort Management

Click Commerce's Level of Effort Management Portal (LOEMP) marshals an institution's level of effort data into convenient, Principal Investigator (PI)-friendly SmartForms, routes them to PIs for periodic verification or adjustment and then manages any review sequence an institution requires. As importantly, LOEMP's integration to Click Pre-Awards grants management uses the latest, verified data to flag researchers against over-commitments in the future.

eResearch Portal Features

• Integrates tightly to Click Pre-Awards Grants system for predictive LOE flagging on over-commitments
• Personal workspaces and inboxes for all research and administrative personnel
• Extensible role-based security controls access to all workspace contents LOE reports
• Automated LOE reports are directly placed into researcher inboxes for actioning; allows researchers to quickly scan/adjust project commitment levels as necessary*
• Configurable policy for researcher submission: validate LOE monthly and/or vary periods by user role or institution
• E-mail notification reminders alert researchers to complete LOE submissions on schedule.
• Track and compare effort by funding source, budgeted/actual payment amount, budgeted/actual effort percentage, and variance
• Configurable thresholds for effort percentage undershoot or overshoot trigger specific workflow-managed administrative follow-up—e.g. cost transfer administration
• Optional integration to cost accounting system for cost transfer management