Overview Tab

The Overview Tab describes what PI Portfolio will allow you to do and gives new users a brief summary of what is included in each tab of the PI Portfolio dashboard. On the left side of the page are alerts related to tasks and to funds. For example, the calendar alert will show you upcoming end dates for your funds. At the top left of the Overview Tab, you can select your faculty member, in order to view the associated funds. Below that, there is a link to the Phoebe Search where you can look up your RA. 

If you are new to PI Portfolio, this tab will help orient you to which tab or report to use. It's also an easy way to select a PI before going into the different tab views.