September 04, 2013

PI Portfolio Financial Reporting Tool Launches September 18

UC Berkeley is launching a new financial reporting tool for principal investigators, the PI Portfolio, on September 18, 2013.

PIs will be able to log in to PI Portfolio to retrieve their active fund data automatically from BFS to produce reports. Research administrators will have access to support their researchers and will be able to customize fund reports for their purposes. PIs will be able to provide access to campus research collaborators.

Reference guides, the list of supported browsers, and other information and training is available on the PI Portfolio site. PI Portfolio is part of Cal Answers, an analytical tool to view centralized, integrated information from various campus systems.