Getting Started in PI Portfolio

Understand the PI Portfolio Terminology
Not sure what the terms mean? Consult the PI Portfolio Wiki page.

Principal Investigators
PI Portfolio Guide for Principal Investigators (PIs).

CSS RA Recommended Process for Monthly Review and Reporting
View the process the CSS RAs will be using for their monthly review

Oversight Dashboard

Cal Answers Basics

PI Portfolio is available through the Cal Answers tool. There are helpful features of this tool common to all dashboards. Review the videos below for basic functionality tips that will also apply to PI Portfolio. You can access Cal Answers training materials at:

Enroll in PI Portfolio Training

PI Portfolio classes are available to those with an RA role in PI Portfolio, or to Department Managers who fulfill the RA role. 

PI Portfolio Systems Training

By the end of this workshop, participants will be able to:

  • Navigate the PI Portfolio reporting tabs and menu options to review a PI's financial data
  • Distinguish between "My Allocations" and "Total Award" views in the reporting tabs
  • Customize the data tables to present specific financial information and transactions
  • Build detailed fund projections using the PI Portfolio projection tool

RAPDP - Fund Management

By the end of this workshop, participants will be able to:

  • Understand the importance of implementing key financial controls throughout the life of an award
  • Perform the day-to-day monitoring and monthly reconciliation of all transactions for general propriety and accuracy
  • Provide PIs with consistent and accurate monthly reporting on their fund expenses, balances, projections, and any issues that require action
  • Recognize the importance of processing corrective transactions in a manner that is accurate, timely, compliant, and well-documented

To register:

  1. Log into Blu
  2. Go to UC Learning Center
  3. Enter the class code into the search bar
  4. Click on "register" next to the class you want to register for
Day Date Class Title Class code Session Time Location
Thursday 11/10 RAPDP - Fund Management 9am-12pm BERDP-161110 University Hall room 24
Friday 12/2 PI Portfolio Systems Training 1:30pm-4:30pm BECTR100-161202 University Hall room 28
Friday 12/16 PI Portfolio Systems Training 1pm-4pm BECTR100-161216 University Hall room 28
Wednesday 12/7 RAPDP - Fund Management 1:30pm-4:30pm BERDP203-161207 University Hall room 24
Thursday 12/15 RAPDP - Fund Management 9am-12pm
University Hall room 24