FundWatch is a Tableau application developed by Broad to provide financial tracking of grants. Primary users are principal investigators (PIs) and their administrative and lab managers. The project is a joint effort between GP Analytics (Zach Leber), Business Systems (Andrew Wang), and Sponsored Research (Karen Adams). The project sponsor is the Broad CFO (Jesse Souweine). The e-mail address fundwatch@broadinstitute.org goes to a Google group monitored by Zach, Andrew, and Karen and can be used for all questions.FundWatch FundWatch was piloted in the spring of 2018 and launched Broad-wide in July 2018.
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A Kanban board (rapid board) in Jira Cloud is used to track development tasks for the PI Financial Reporting (PIFR) project. A Jira dashboard for PIFR is also available. FundWatch is the only current PIFR application but more may be coming.
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Access to FundWatch is controlled through both Tableau Server group membership and row-level data security. Users wanting access should e-mail fundwatch@broadinstitute.org.
Tableau Groups
FundWatch is in the PIFR (PI Financial Reporting) project on Tableau Server. Access to that project was initially controlled by the local PIFR group on Tableau Server. Later the Broad Active Directory (AD) group BOBJ BSC End User was added, and this group is set to sync with Broad AD every midnight. Users added to the BOBJ group in AD will have access to the Tableau report the next day. The Synchronize All Groups... button can be used to manually sync during the day. The sync takes just a minute.
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A 2-minute training video was made using Apple QuickTime Player on the Mac. The Screen Recording with audio function was used. The .mov file was copied to C:\ProgramData\Tableau\Tableau Server\data\tabsvc\httpd\htdocs\ on the Tableau Server where it can be accessed via https://tableau.broadinstitute.org/fundwatch.mov or from the link in the app's 
tooltip.
Office Hours
Office hours are held by Business Systems and Sponsored Research. September 2018 office hours are below, additional times will be posted. Inquires about future office hours should be directed to fundwatch@broadinstitute.org.
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