Sustainability & Revenue Tracking (M6)

Overview

The Sustainability module tracks research revenue flows, overhead utilization, and capacity-building activities — aligned with ICT-1 Annex-D (Sustainability & Capacity Building) requirements. It covers national and international grant revenue lines, audited statement references, workshops, seminars, training programmes, and faculty development initiatives.

Module Components

Who Can Do What

ActionResearcherORIC StaffAdminLeadership
Create/edit revenue linesYesYesYes
Submit revenue linesYes
Review revenue linesYesYes
Approve/reject revenueYesYes
Create capacity building recordsYesYesYes
Review/approve capacity buildingYesYes
Upload audited statementsYesYes
Export sustainability dataYesYesYes
View dashboardsOwn recordsAll recordsAll recordsSummaries

Revenue Line Fields

FieldDescriptionICT-1 Mapping
Grant LabelShort identifier for the revenue sourceAnnex-D
ScopeNational or InternationalAnnex-D
Revenue TypeGrant overhead, industry collaboration, royalty, consultancy, otherAnnex-D
Proposal TitleAssociated grant/proposal titleAnnex-D
PI DetailsPrincipal investigator name and departmentAnnex-D
DurationStart and end dates of the grantAnnex-D
Funding Approved (PKR)Total approved funding amountAnnex-D
Funding Released (PKR)Amount actually disbursedAnnex-D
Overhead Approved (PKR)Institutional overhead approvedAnnex-D
Overhead Released (PKR)Overhead actually receivedAnnex-D
Audited Statement RefReference to audited financial statementAnnex-D
RemarksAdditional notes or clarificationsAnnex-D

Capacity Building Fields

FieldDescriptionICT-1 Mapping
Activity TypeWorkshop, seminar, training, conference, faculty development, industry collaboration, otherAnnex-D
TitleEvent or programme titleAnnex-D
DescriptionDetailed description of the activityAnnex-D
DurationStart and end datesAnnex-D
LocationVenue or platformAnnex-D
OrganizerOrganizing body or personAnnex-D
Participants CountNumber of attendeesAnnex-D
Target AudienceIntended participant profileAnnex-D
Funding SourceWho funded the activityAnnex-D
Budget (PKR)Planned budgetAnnex-D
Expenditure (PKR)Actual spendingAnnex-D
Outcome SummaryResults and impactAnnex-D
Evidence AttachmentPhotos, reports, attendance sheetsAnnex-D

Workflow States

Both revenue lines and capacity building records follow the same lifecycle:

  1. Draft — Being prepared; editable by submitter
  2. Submitted — Sent to ORIC for review
  3. Under Review — ORIC staff actively reviewing
  4. Needs Revision — Returned to submitter with comments
  5. Approved — Accepted by ORIC
  6. Locked — Finalized for reporting period; immutable
  7. Rejected — Not accepted; may be resubmitted as new record

Notifications

Sustainability lifecycle events trigger email and push notifications: submission, review start, revision requests, approval, rejection, locking, and review comments. All notifications respect user preferences and role-based routing.

Exports & Dashboards

ORIC staff and leadership can export revenue breakdowns by scope, type, and department; capacity building summaries by type and department; and audited statement references. Dashboards show real-time totals, trends, and pending items.

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