Deficits Tab

Anticipated Funding Tab

Effort Reporting Tab

Oversight Dashboard

The Oversight dashboard includes exception reports showing funds with a current or projected deficit, funds with Anticipated Funding and faculty members who have not certified their Effort Reports for the current reporting period. It includes a direct link to the portfolio of each faculty member displayed. 

The report on projected deficits will not be meaningful until after August when all the eligible projections have been entered by the CSS RAs.

Those with Oversight access can use the Oversight Tab to:​

  • View and manage funds projected to be in deficit.
  • View and manage funds with Anticipated Funding.
  • View faculty members who have not certified their Effort Reports for the current reporting period.

Resources

Training materials for PI Portfolio can be found on the PI Portfolio training page at calanswers.berkeley.edu/pi-portfolio/training.