Introduction
This level of the enterprise system and reporting dashboard provides an overview by Dean/Director/VP area of the utilization of gift funds, identifying funds based on the definitions found in the Policy on Stewardship and Management of Gift Funds of high, moderate, and low utilization, as well as gift funds for which a PG Review Indicator has been selected and placed under review. Deans, Directors, and VPs are responsible for utilizing this dashboard to:
Gift Fund Management
Introduction
This level of the enterprise system and reporting dashboard provides a department level view of the utilization of gift funds, identifying funds based on the definitions found in the Policy on Stewardship and Management of Gift Funds of high, moderate, and low utilization, as well as gift funds for which a PG Review Indicator has been selected and placed under review. This view allows users to view funds by DEPTIDs and PGs, see detailed lists and download data into Excel. This dashboard allows business finance and/or development staff to:
Introduction
This level of the enterprise system and reporting dashboard provides a global overview of the utilization of gift funds across the university, identifying funds based on the definitions found in the Policy on Stewardship and Management of Gift Funds of high, moderate, and low utilization, as well gift funds for which a PG Review Indicator has been selected and placed under review. Executive Sponsors are responsible for utilizing this dashboard to:
Indicator Purpose
To identify the reason funds are not currently being used, assign a Project Grant Review Indicator as an attribute in DART (Donor and Alumni Relationship Tool). Choose from the following list: