April 15, 2016

PI Portfolio Phase 3: Projections - enhancements available in PI Portfolio

PI Portfolio has been updated to include enhancements that will allow users to view detailed and current actuals and projected balances for faculty designated funds. PI Portfolio is a Cal Answers tool that provides a comprehensive picture of fund balances, expenses, and budgets for faculty-managed funds and sponsored awards. Training materials and more information on the enhancements are available on the PI Portfolio website.

Watch the PI Portfolio overview video for a brief look at the new features. 

The enhancements include

  • Increased visibility in Transactions
    • Transactions are viewable down to the detailed level
    • Filters and reports can be customized and saved according to preferences
  • Increased functionality for Projections
    • Link to the projections input form with integrated personnel (HCM) data displays each projection with line item comments and description
    • Displays personnel by dollar amount or by distribution %
    • Three views: Anticipated Funding, Non-Compensation Expenses, Personnel