For principal investigators and research administrators, accessing and interpreting award financial data has been challenging and time-consuming. PI Portfolio, a new reporting tool, will retrieve BFS award data in “real time” and provide investigators with a simple-to-understand view of budgets, expenses, and balances. PI Portfolio will be available to PIs and RAs beginning September 18.
PI Portfolio delivers the fund summary information important to PIs, along with all the transaction and personnel details RAs need. When a PI logs in, data for their active funds is automatically retrieved from BFS. RAs will be granted access by PI name or fund name/number. Everyone involved in a fund’s management can see the same consistently updated financial information on demand.
Sign up for a Demonstration
Training demonstrations -- open to all but particularly geared to RAs -- will walk through the features and data filters available in the Phase 1 release. Demonstrations are scheduled beginning September 12. Please reserve a seat at the session of your choice on the PI Portfolio Training Sign-up page.
Learn More about PI Portfolio
Watch the Overview of PI Portfolio video (9 min.) to see how the tool looks and functions, or peruse the User Guide on the PI Portfolio site.
PI Portfolio is just one of the integrated initiatives underway on campus to expand and enhance proposal and awards management systems. We’ll keep you informed as new systems and services become available. For now, plan to attend a demonstration of this new tool.
September 4 Research Advocate: PI Portfolio Financial Reporting Tool Launches September 18