Pi portfolio berkeley

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, pi portfolio berkeley.

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.

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.

PI Portfolio provides a quick, comprehensive picture of faculty-managed fund balances, expenses, and budgets for faculty-managed funds and sponsored awards.

This tab shows the history of who has been paid on all funds belonging to the selected faculty member. Personnel expenses are displayed by month with separate lines showing wages, retirement and benefits, and other employee compensation. 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. UCPath was effective starting March , and fee remission last transacted through the legacy payroll system in October Fee remission starting November is mostly transacted in Berkeley Campus Solutions, but the employee ID identifier is not documented consistently.

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.

Pi portfolio berkeley

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.

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The updates to the dashboard include:. How to request access: There is no need to request access. PI Portfolio. Burn Rate Displays the average monthly expense for a particular fund-dept-account combination for a specified time period. This is view-only access; there is no edit access in PI Oversight. You will receive an email from CalAccess with a link. Skip to main content. 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. 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. PI Portfolio Projections one-page overview. Access PI Portfolio. New to PI Portfolio? Click on the link, log in with your CalNet ID, and approve or deny the request. It defaults to the last six months but users can choose any period. What you get access to: View your entire portfolio.

Please submit a request for proposal development a minimum of 10 days prior to the sponsor's deadline using the link above.

Personnel Tab This tab shows the history of who has been paid on all funds belonging to the selected faculty member. Transactions This page provides the lowest level of detail for transactions on a specific fund within a time period. Personnel expenses are displayed by month with separate lines showing wages, retirement and benefits, and other employee compensation. Access PI Portfolio. Fee remission starting November is mostly transacted in Berkeley Campus Solutions, but the employee ID identifier is not documented consistently. 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. New to PI Portfolio? It defaults to the last six months but users can choose any period. Fee remission would not show for a sizable population, so the decision was made to not show fee remission starting November due to this inconsistency. You can approve access if you are a PI. 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. The view selectors allow users to choose between a single line summary by fund or more detailed breakdown.