University of California
ANR Employees

DANRIS-X --> Project Board

DANRIS-X Calendar

For Advisors

  • FY 2017 Annual Evaluation Retrieval from DANRIS-X available November 3, 2017.
  • Project Board scheduled to launch in March 2018.

For Specialists:

  • FY 2017 Annual Report & FY 2018 Annual Plan open in DANRIS-X January 2, 2018 and close March 1, 2018.
  • Project Board scheduled to launch in Spring 2018.


DANRIS-X Overview

DANRIS-X (Division of Agriculture and Natural Resources Information System) is the internal, statewide programmatic reporting system for the UC Division of Agriculture and Natural Resources (ANR) Cooperative Extension (CE) academics. There are three modules in DANRIS-X, Annual Plan, Annual Report and CASA (for CE Advisors). DANRIS-X enables CE academics to more fully document their activities and impacts and to record, in one place, information needed for several purposes -- including CE Advisor Program Reviews and Annual Evaluations as well as county, state and federal reports.

  • Annual Plan captures information about the individual's plan for the coming federal fiscal year with entries for FTE allocation to ANR Issues and Knowledge Area codes; and the identification of Projects/Programs and projected activities,and related information.
  • Annual Report allows the user to enter data for each Project/Program, including activities, outcomes achieved, multi state extension activity, etc.
  • CASA is used by all county-based CE academics and certain non-academic staff to record data on their programmatic outreach efforts, i.e., information about their clientele contacts and "all reasonable effort" activities.


Access: DANRIS-X is accessed through the UC ANR Portal. 


Help: For help, or for those who have not previously used the UC ANR Portal, please contact Bryon Noel at


Programmatic Reporting Codes


CE Specialist DANRIS-X Trainings


Technical Tips (including copy/paste information) can be found on our Help site:


Training Recordings

View the recording:

  • Welcome and Introductions (audio improves after introductions)
  • Overview of Reporting Systems and Uses starts at 5min51sec
  • DANRIS-X Application starts at 17min16sec
  • Project Board 2018 presentation starts at 46min27sec

Download the PowerPoint: Specialist Training_Presentation


For Advisors as of 10/31/17: DANRIS-X/CASA closed! Retrievals available.

This advisor modules have closed for future data entry and replaced by Project Board. All Annual Plan, Annual Report, and CASA retrievals/reports will remain available for the foreseeable future in and you will be notified if this legacy data gets moved to a new location.

  • Annual Plan retrievals can be accessed via the DANRIS-X side menu by clicking Annual Plan, then Data Recap.
  • Annual Report retrievals can be accessed via the DANRIS-X side menu by clicking Annual Report, then Retrievals, and selecting either Data Recap or the type of retrieval that you want to view.
  • CASA reports can be accessed via the DANRIS-X side menu by clicking CASA, then Reports, and selecting the type of report you want to view.


 Project Board



Project Board will be a new system that replaces DANRIS-X and integrates affirmative action reporting systems (CASA), Academic Human Resources (AHR) systems, and ANR profiles. The new system aims to reduce duplicative data entry efforts and improve user experience, as well as make data accessible for multiple audiences and reporting purposes. Project Board will be designed to manage information for the following purposes:

  • Academic Merit and Promotion: The data fields are designed to capture the information that is reported in annual evaluation, merit, and promotion packages. Sensitive information, such as merit/promotion decisions and comments, will remain confidential. Note: CE Specialists that do their merit/promotion process through a campus will have a simpler user experience in order to reduce duplication in effort between campus systems and Project Board.
  • Accountability: We hope to be able to better tell the ANR story at the state level and county levels. Some data fields are required for annual reporting to federal funders. An example of what we are currently able to report to funders: UC ANR Federal Annual Report Highlights. Information is also used for various other reports including UC budget reports, county reports to Board of Supervisors, etc.
  • Advocacy Efforts: Information is used for talking points and marketing materials for ANR leaders when talking to legislators, partners, and others.


System Highlights

  • Dynamic and modern user experience developed with input from ANR academics.
  • Projects, activities, and outcomes/impacts will populate dossier templates for merit/promotion and will also be used by ANR for reporting to funders and other stakeholders.
  • Collaborative reporting will minimize reporting efforts for ANR Portal users.
  • Projects will be searchable by ANR Portal users, which will facilitate collaboration and increase the organization’s ability to find people and projects.
  • Sensitive material, such as merit/promotion decisions, will remain confidential.
  • Civil rights compliance reporting is integrated with Extension Activity reporting, required for those whose position descriptions include extending knowledge and information to the public.



The three phases of Project Board are designed to bring value to users over time.


  Phase 1 Transition Year Phase 2 New and Integrated System

Phase 3


Jan. 2017

March 2018


Reporting Systems

Aesthetic refresh DANRIS-X, CASA, and AHR systems.

Expect the same workflows, a few less data fields in DANRIS-X, and a more modern look.

Project Board is a new system that integrates and replaces DANRIS-X, CASA, AHR systems, and some effort reporting.

Expect new workflows and a more efficient user experience.

Enhancements include integration with the
Grant Tracking System, more collaborative reporting options, and online
staging area for compiling academic dossiers.

ANR Profile

Profiles from all three systems are merged into one system.

Some functional changes to ANR Profile will be made. Profile information will inform Project Board permissions.

New look and feel.

ANR Portal

No changes.

No changes.

New look and feel.



Requirements and Due Dates

It will be required that all academics who go through ANR’s merit/promotion process utilize Project Board starting with projects and activities that occur during the October 1, 2017 through September 30, 2018 period (i.e., Federal Fiscal Year 2018).

  • Starting in March 2018, enter information about projects and activities occurring from October 1, 2017 through September 30, 2018.
  • Starting October 2018, utilize Project Board to compile annual evaluation, merit, and promotion packages. If you have a multi-year merit or promotion, you will be able to upload a PDF of previous years.
  • Starting February 2019, utilize Project Board to submit your dossier.

In the meantime, please continue your merit/promotion processes as normal, including submitting your dossier on February 1, 2018 via the On-Line Program Review system.

All CE Specialists will continue to be required to use this system. If you have a campus merit/promotion processes, you user experience will be simpler and the due date for reporting will always be March 1st.


Related Trainings in 2018-2019 (dates TBA):

  • Project Board system trainings - Spring 2018
  • Annual Evaluation Training - Summer 2018
  • Bibliography Training - Summer 2018
  • PR Training for Merits and Promotions - Fall 2018
  • PR Training (Promotion to Step VI) – Fall 2018
  • PR Training (Upper Level Merit) – Fall 2018
  • Civil Rights Compliance Training (formerly CASA) - Fall 2018


Participatory Development

Project Team (meets twice a month and supervises development)

  1. Kit Alviz, Analyst, Program Planning and Evaluation
  2. Sheila Barry, CE Advisor and County Director
  3. Christopher Greer, Vice Provost, Cooperative Extension
  4. Christopher Hanson, Analyst, Program Planning and Evaluation
  5. Kim Ingram, Business Consultant, Academic Human Resources
  6. Tina Jordan, Director, Academic Human Resources
  7. Dave Krause, Director, Information Technology
  8. Joni Rippee, Director, Program Planning and Evaluation
  9. Jag Sandhu, IT Business Analyst, Information Technology
  10. Katherine Webb-Martinez, Associate Director, Program Planning and Evaluation

Academic Advisory Committee (meets 4 times a year and provides input on design and development)

  1. Beth Grafton-Cardwell, CE Specialist and Research and Extension (REC) Director, Lindcove REC
  2. Darren Haver, CE Advisor, County Director, Orange County and REC Director, South Coast
  3. Brent Holtz, CE Advisor and County Director, San Joaquin
  4. Marcel Horowitz, CE Advisor, Yolo County
  5. Maggi Kelly, CE Specialist and Director of IGIS Statewide Program, UC Berkeley
  6. Anna Martin, CE Advisor, San Joaquin County
  7. Peggy Mauk, CE Specialist and Director of Agricultural Operations, UC Riverside
  8. Martin Smith, CE Specialist, UC Davis

Input sessions were conducted with the following groups. Sessions ranged from 30 minute high-level conversations to four-hour detailed conversations with mockup designs.

  • Academic Assembly Council
  • Affirmative Action unit
  • Assistant Deans
  • Communication Services
  • County Directors
  • Program Council
  • Program Reporting Group
  • Statewide Programs
  • UC Berkeley College of Natural Resources
    • Academic Affairs
    • CE Specialists (10 attended)
  • UC Davis College of Agricultural and Environmental Sciences
    • College Personnel
    • CE Specialists (10 attended; 2 meetings)
  • UC Davis School of Veterinary Medicine
    • Academic Personnel
    • CE Specialists (4 attended)
  • UC Riverside College of Natural and Agricultural Sciences
    • Academic Personnel Services Unit
    • CE Specialists (13 attended)



-Annual Evaluation, Merit, or Promotion Dossier/Academic Human Resource questions: Kim Ingram (

-Civil Rights Compliance/Affirmative Action questions: David White (

-General Project Board/Program Planning and Evaluation questions: Kit Alviz (

-DANRIS-X questions: Chris Hanson (




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