Pi portfolio berkeley

PI Portfolio works with the most common browsers, pi portfolio berkeley. 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.

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. 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. Please view the Transactions tab instead for fee remission amounts.

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. 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. 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.

Request access via CalAccess.

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.

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. 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.

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. 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.

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Skip to main content. Access PI Portfolio. Read more about PI Portfolio. Non-sponsored funds that are specifically attributed to the faculty member. The updates to the dashboard include:. UCPath was effective starting March , and fee remission last transacted through the legacy payroll system in October Access is granted once the lead PI of the fund you indicated or the lead PI you indicated approves. View GAEL and other employee compensation separated out by row. You would receive an email from Service at UC Berkeley asking you to approve access after the requester has submitted their request. Access is granted once both your manager as recorded in the HR system and the Divisional Finance Leader of your unit approve. In the Personnel Tab, you can: View actuals and projections for a slected range of months. This includes funds that you share with other PI s. This is typically more useful for Supervisors and Managers than research administrators and PI support staff.

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.

All tabs if you request PI Portfolio and Oversight. PI Portfolio. 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. Personnel Tab This tab shows the history of who has been paid on all funds belonging to the selected faculty member. How to approve access: You can approve access if you are a PI. Non-sponsored funds that are specifically attributed to the faculty member. Fund Summary Contains detailed information about a specific fund including a breakdown of budget and expenses by category. PI Portfolio Dashboard This dashboard displays budgets, spending and balances for all faculty-managed funds. 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. Oversight Includes exception reports showing funds with a current or projected deficit, and funds with Anticipated Funding. Read more about using the correct browsers. 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. Previously, these were included within retirement and benefits and now these have been separated for easy identification.