October 26, 2016

PI Portfolio at CAN, 11/4 from 10:30am-12pm

Learn more about PI Portfolio at CAN on November 4
from 10:30am - 12:00pm in room 150 at University Hall

PI Portfolio provides faculty members, Principal Investigators (PIs), Research Administrators (RAs), Chief Administrative Officers (CAOs), and other finance team members with a quick yet comprehensive overview of all the financial data related to their faculty-managed funds. 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 includes the ability to create and review financial projections for faculty-managed funds and sponsored awards utilizing a CF2.

Attend ​the CAN demonstration on November 4 ​to see how financial information can be easily customized, reviewed, and shared with colleagues in Cal Answers PI Portfolio.