Pi portfolio berkeley

This tab shows the history of who has been paid on all funds belonging to the selected faculty member.

It allows them to view fund balances and expenses, and drill down to transactions and personnel details for specific funds for more in depth analysis. The PI Portfolio dashboard has been updated to include the ability to create and review financial projections for faculty-managed funds and sponsored awards utilizing a CF2. The updates to the dashboard include:. The new tabs and enhancements to the dashboard will make it possible for faculty and managers to see their actuals and projections in real time and in detail. View a one-page overview of the PI Portfolio Projections updates.

Pi portfolio berkeley

PI Portfolio provides a quick, comprehensive picture of faculty-managed fund balances, expenses, and budgets for faculty-managed funds and sponsored awards. Read more about PI Portfolio. This dashboard displays budgets, spending and balances for all faculty-managed funds. It also allows users to drill down to more detailed analysis, by clicking on any fund on the Portfolio page and then using the tabs at the top to navigate. When first using PI Portfolio, please confirm that all funding is appearing properly, and speak with your administrators if not. Portfolio This is usually the best starting place. This page allows users to review balances for all sponsored and non-sponsored funds attributed to a faculty member, and then click on a specific fund for more information. The view selectors allow users to choose between a single line summary by fund or more detailed breakdown. Read more. There are two ways to filter the sponsored transactions that impact awards that have allocations to investigators other than the lead PI:. Fund Summary Contains detailed information about a specific fund including a breakdown of budget and expenses by category.

Non-sponsored funds that are specifically attributed to the faculty member. Read more. You need to track their overall finances or chartstring balances to charge purchases.

PI Portfolio works with the most common browsers. Read more about using the correct browsers. Who needs this access: PIs, faculty, post-docs and researchers with funding that is allocated and tracked with ChartField2 s linked to your Employee ID. How to request access: There is no need to request access. You have automatic access to your own portfolio. If you are able to go into PI Portfolio but do not see data, check with your support staff that your funding has been allocated to a ChartField2 that is linked to your Employee ID. If it has just been allocated very recently, run the Total Award - Actuals view.

It allows them to view fund balances and expenses, and drill down to transactions and personnel details for specific funds for more in depth analysis. The PI Portfolio dashboard has been updated to include the ability to create and review financial projections for faculty-managed funds and sponsored awards utilizing a CF2. The updates to the dashboard include:. The new tabs and enhancements to the dashboard will make it possible for faculty and managers to see their actuals and projections in real time and in detail. View a one-page overview of the PI Portfolio Projections updates. Skip to main content. About PI Portfolio.

Pi portfolio berkeley

Please submit a request for proposal development a minimum of 10 days prior to the sponsor's deadline using the link above. The minimum of 10 business days p rovides sufficient time to assemble, organize, and route your application for internal, department-level approvals and Sponsored Projects Office SPO review. More time may be needed if you plan to work with collaborating partners that are external to UC Berkeley. The proposal must also have the approval of the hosting unit. Upon receipt of a your request for proposal support, we will review the submission requirements, keep track of the different required components of the application, and assist you with the development of your project budget. Faculty with active grants are assigned to Research Administrators RA. To find out the assigned RA, please use either of the links below. Here is information about Phoebe Search.

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Please view the Transactions tab instead for fee remission amounts. Non-sponsored funds do not have lead PIs. It also allows users to drill down to more detailed analysis, by clicking on any fund on the Portfolio page and then using the tabs at the top to navigate. How to request access: There is no need to request access. Personnel expenses are displayed by month with separate lines showing wages, retirement and benefits, and other employee compensation. Access is granted once both your manager as recorded in the HR system and the Divisional Finance Leader of your unit approve. Transactions This page provides the lowest level of detail for transactions on a specific fund within a time period. It defaults to the last six months but users can choose any period. Previously, these were included within retirement and benefits and now these have been separated for easy identification. How to approve access: You can approve access for someone if you are their manager as recorded in the HR system or if you are a Divisional Finance Leader. This tab shows the history of who has been paid on all funds belonging to the selected faculty member. Updates to PI Porftolio Dashboard The PI Portfolio dashboard has been updated to include the ability to create and review financial projections for faculty-managed funds and sponsored awards utilizing a CF2. Portfolio This is usually the best starting place. You can approve the removal of access for someone if you are their manager as recorded in the HR system or if you are a Divisional Finance Leader.

PI Portfolio works with the most common browsers. Read more about using the correct browsers.

Personnel Shows the history of who has been paid on all funds belonging to the selected faculty member. If you are a PI or an RA, you can c omplete trend analysis using these reports which are displayed by month, showing Actuals and Projections. Only sponsored funds can be requested since the request needs to be able to go to the lead PI for approval. You have automatic access to your own portfolio. Burn Rate Displays the average monthly expense for a particular fund-dept-account combination for a specified time period. View GAEL and other employee compensation separated out by row. The updates to PI Portfolio include: View Actuals and Projections Access an integrated set of standardized tools and corresponding business processes for entering projections related to faculty managed funds View up-to-date projected ending fund balances at summary and detailed levels Get automatically calculated projections for benefits and overhead Input Projections for Anticipated Funding and Expenses Create projections via the input form directly linked to PI Portfolio, for all funds, by faculty member as delegated by their assigned CF2 Input projections for Anticipated Funding, non-compensation expenses and compensation expenses, with the help of HCM data within the compensation input screen Get automatically calculated benefit costs when users input salary expenses Get automatically calculated overhead indirect costs based on projections View projections and calculated project ending balances in existing reports where appropriate. How to approve the removal of access: You can approve the removal of access for someone if you are their manager as recorded in the HR system or if you are a Divisional Finance Leader. All tabs if you request PI Portfolio and Oversight. Skip to main content. By Month Shows spending and expense projections by month so users can monitor trends by expense type. This is typically more useful for Supervisors and Managers than PI support staff. Who needs this access: PI support staff who need to view finances for one or a handful of PIs or PI funds but don't need to write projections on the PI's behalf.