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User Manual ANR M+P FAQ

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Frequently Asked Questions

General Questions

1) ANR Portal is saying Project Board is temporarily unavailable. What do I do?

Project Board is rarely down for more than a few minutes; ANR IT may be pushing improvements the software and/or portal environment. Wait a few minutes, refresh your web browser, and try again. Please make sure you are using Firefox or Chrome. If the problem persists, click on this link to access Project Board directly: https://projectboard.ucanr.edu


2) Who is required to report? What are the policies for new hires, individuals on leave, individuals retiring, etc.?

All UC ANR academics. Exceptions: Reporting is optional for those on sabbatic or medical leave. But please consider entering any outcome stories because they will be useful for accountability and advocacy efforts.

New hires: All new hires are required to start reporting in the fiscal year that they are hired. For example, if you were hired on August 1, 2023, then you are required to report for the federal fiscal year period beginning October 1, 2022 and ending September 30, 2023 (FFY2023). Focus on getting Project Board set up (i.e., FTE, Themes, and Clientele sections) and report any activities, reach to clientele, and outcomes achieved. Check out the Introduction (and tips for getting started) and Annual Reporting Checklists.

Part-time appointments: If you have an appointment with UC ANR of at least .15 or more, you are required to report in Project Board. Special exemptions may be given on a case by case basis.

Retiring: Please enter information into Project Board prior to your retirement date; the system is now open year round. Especially consider entering any outcome stories (in themes) because they will be useful for accountability and advocacy efforts. Before your last day, please complete the items in this off-boarding checklist.

3)  I am an academic administrator/coordinator that directs a statewide program/institute or Research and Extension Center (REC). What are my reporting responsibilities in Project Board?

All academics are required to update the FTE section of Project Board for resource planning and programmatic maps.

Additionally, all academics are required to report Themes, Activities, Projects, Civil Rights Compliance data, into Project Board unless any of this information is already being reported via another mechanism. For example: 

  • Contacts: The program’s reach to Californians is provided to PP&E/ANR through another mechanism (e.g., internal reporting system data, annual report)
  • Civil Rights Compliance: The program’s civil rights compliance is documented and provided to Office of Diversity and Inclusion/ANR through another mechanism (e.g., internal reporting system/survey data, entirely reported by other academics via Project Board)
  • Outcomes: The program’s public outcomes are provided to PP&E/ANR through another mechanism (e.g., common measures report, WEBNEERS report, annual report, CDFA report, entirely reported by other academics via Project Board.
  • Opting out of Project Board dossier export option: The program director does not wish to use Project Board’s dossier export feature for the Academic Program Review, or is not required to do ANR APR. 


Project/Activity Questions

1) Can an activity be linked to multiple projects? Similarly, can a project be linked to multiple themes?

No. Activities can only be linked to one project or theme. Projects can only be linked to one theme. In the real world, activities/projects can relate to multiple themes, but in Project Board you will need to pick a single link.

2) What if I am not added as a collaborator to an activity, but feel as if I am a collaborator?

Verbally request it from the activity owner. If they still don’t do it, add it yourself so it’s included in your dossier export and you get credit in your review.

3) Where do I put my peer and non-peer reviewed citations?

In the ANR Online Bibliography, which can be accessed via the ANR Profile editing page in ANR Portal.

4) Where do I put presentations at national conferences? Extension activities or professional competence?

Professional competence, per the E-Book.

5) Where do I put presentations to ANR colleagues at a conference? Is this professional competence or university service?

Professional competence makes the most sense if you were invited to speak based on your knowledge and experience, per the E-Book

6) How do I report my project outcomes? / Why am I not asked to report outcomes at the project-level?

User input over the years indicated that a project may not have measurable outcomes (knowledge gain, behavior change, policy change, condition change) each year. Additionally, some users indicated that the program summary narrative (i.e., "themes" reporting in Project Board) is the place that they write their best outcome stories. Thus, outcomes reporting is no longer required at the project level as it was in DANRIS-X; it is only required at the "theme" level in Project Board.

7) Where do I put mentions of my work in trade publications? Sometimes it’s just a quote, sometimes they’ll take a photo of every slide we post at a talk and write up an article later. 

Consider one of these two Extension Activity types: “media outlet program/interview” or “evidence of professional competence.” As an FYI, the activity would only be counted for ANR annual reporting (ANR annual report, federal report, etc.) if you list it as a “media outlet program/interview.” We don’t count up professional service, university service, or professional competence activities for these purposes.

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Theme Questions

1) In my PR I provide an overall summary for each theme with clientele, needs and goals , but then list methods, outcomes, impacts under each project. Do I have to change how I write this in Project Board?

You can continue your exact process that you’ve been doing; here is the technical instruction on how to do so:

  • Each theme form has two narrative textboxes: 1) Background, clientele, goals, inputs; and 2) Methods, Outcomes, Impacts.
  • In the first narrative textbox, summarize as you normally would the clientele, needs and goals for the theme.
  • In the second narrative textbox, use the text formatting editor to create project sub-headings and proceed with describing the methods/outcomes/impacts under each project.

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Civil Rights Compliance Questions

Go to the civil rights compliance FAQs on the civil rights compliance user manual

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Dossier Export Questions

 1) How do I get my dossier export from Project Board?

Click on the "Review & Compile" link in the top menu of Project Board. Select all of the items that you wish to include in your dossier export by clicking on the checkboxes next to themes, projects, and activities. Click on the blue "Export to Dossier" button on the right.

Your dossier won't export if there are any missing narrative fields in any of your themes. Click on "Themes" in the top menu of Project Board, fill in any missing fields on any missing themes, save, and try exporting again.

2) My dossier won't export because it says I have activities with missing information; how do I fix that?

  • Click on “Activities” in the top menu, then scroll through the list of activities looking for any “!” hazard symbols in the second column.
  • Click on the activity to edit and complete any missing fields.
  • Repeat this checking process for the other activity types by clicking on “University and Public Service” and Professional Competence” in the top sub-menu.
  • Once you no longer see any “!” hazard symbols in your activity lists, try exporting your dossier again.

3) My dossier export is missing some information or has highlighted yellow sections; what are those about?

These are placeholders for information that you add in your MS Word copy of your dossier. If you do not need that section, such as "Research Results," simply delete it.

We have received several requests to add some of these highlighted yellow sections/data fields into Project Board. We will consider these as more funding for Project Board becomes available.

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COVID-19 Guidance

1) How do I report my Extension activities and contacts during the COVID-19 pandemic?

Download COVID-19 Guidance in MS Word


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