Log in to PI Portfolio

Get Access to PI Portfolio

  • Faculty and researchers have automatic access to data for the funds they manage and can log in using their CalNet login ID. 
    • If you have tried logging into Cal Answers with your CalNet ID but you cannot access it, contact the Cal Answers Help Desk at calanswers-help@berkeley.edu or by calling 664-9000 (option 1, then option 2).
  • If you need access to PI Portfolio, request a role in CalAccess.
  • Review the Access Roles Job Aid to decide which role you'll need to request. PI Portfolio roles are outlined below. 

Please note:

  • You don't need to be a Research Administrator to hold the “RA” role in PI Portfolio, it is available to anyone who has a business need to create projections in the tool. Similarly, you don’t need to be a PI to hold the “PI” role in PI Portfolio, it is available to any faculty member with funding allocated to their CF2.
  • PI Portfolio/Cal Answers works only with select browsers. Read more about using the correct browsers.  
  • If you have questions about getting access, please contact the Cal Answers Help Desk at calanswers-help@berkeley.edu or by calling 664-9000 (option 1, then option 2).

Quick Links

1) PRINCIPAL INVESTIGATOR (PI)

User will have automatic access to his or her own portfolio and will be able to write projections with the user’s CF2(s) and access HR data for employees with distributions on the user’s CF2. There is no need to request access, you will have it automatically if you are a PI, faculty member or researcher with funding allocated to your CF2. You don’t need to be a PI to hold the “PI” role in PI Portfolio, it is available to any faculty member with funding allocated to their CF2. If you experience issues logging in, please contact calanswers-help@berkeley.edu.

2) COLLABORATOR

User will be able to access a PI's portfolio if the PI has approved the user’s access. The user will receive access to a PI’s Portfolio or to only a specific fund. User will NOT have access to write projections to the other Faculty Member’s portfolio. User will NOT have access to HR data lookup by EmplID for the other Faculty Member. Request Collaborator access. 

3) SHARED SERVICES RESEARCH ADMINistrator (RA)

User will have access to view portfolio for each faculty member, pulled one by one. Will have access to write projections and access to HR data lookup by EmplID. Request Shared Services Research Administrator RA access.

4) RESEARCH ADMINISTRATOR (RA)

User will have access to view portfolio for each faculty member, pulled one by one. Will have access to write projections and access to HR data lookup by EmplID. You don't need to be an RA to request this role, it is available to anyone who has a business need to perform these functions. Request Research Administrator (RA) access. 

5) REPORTING

View-only access to all PI’s for Administrators, Supervisors, Managers and local (non-CSS) administrative staff who are accountable for multiple funds and/or Faculty Members. User will have access to view portfolio for each faculty member, pulled one by one. User will NOT have access to write projections. User will NOT have access to HR data lookup by EmplID. Request Reporting access. 

6) OVERSIGHT

Provides access to PI Oversight dashboard that has exception reports showing funds with a Current or Projected Deficit, and funds with Anticipated Funding. Includes links to the portfolio for each faculty member, pulled one by one. User will NOT have access to write projections. User will NOT have access to HR data lookup by EmplID. This role includes Reporting access. Request oversight access

How to get access to PI Portfolio

1) PRINCIPAL INVESTIGATOR (PI)

User will have access to his or her own portfolio automatically. No need to request access. Users will have automatic access if they are a PI, faculty member, or researcher with funding allocated to their CF2. If you experience issues logging in, please contact calanswers-help@berkeley.edu.

2) COLLABORATOR

Access granted through Cal Access. Process remains unchanged. User requests access to PI Portfolio, then to the role called “Collaborator.” Select either “By Fund” or “By Lead PI.” Request is routed to Lead PI (in either case) for approval. Once approved, access is provisioned.

  • By Fund: search for and select the fund(s) in the drop-down menu. Submit
  • By Lead PI: search for and select the Lead PI name(s) in the drop-down menu. Submit.

3) SHARED SERVICES RESEARCH ADMINistrator (RA)

Access is granted through Cal Access. Process remains unchanged. User requests access to PI Portfolio, then to the role called “Shared Services Research Admin.” The request is routed to a defined list of CSS RA Supervisors, any of which may approve or deny. Once approved, access is automatically provisioned. 

4) RESEARCH ADMINistrator (RA)

New access will be granted through Cal Access. User requests access to PI Portfolio, then to the role called “Research Admin.” The request is routed to the user’s L4 manager, then to the user’s L3 Approver for final approval. Once approved, access is automatically provisioned.

5) REPORTING

New access will be granted through Cal Access. User requests access to PI Portfolio, then to the role called “Reporting.” The request is routed to the user’s L4 manager, then to the user’s L3 Approver for final approval. Once approved, access is automatically provisioned.

6) OVERSIGHT

New access will be granted through Cal Access. User requests access to PI Portfolio, then to the role called “PI Oversight.” The request is routed to the user’s manager, then to the L3 Approver for final approval. Once approved, access is automatically provisioned.

Access Removal

Automatic: Employees who leave the University

The login to Cal Answers is authenticated using CalNet. CalNet accounts are automatically locked when someone is separated from the University in the HR system.  It is the responsibility of the manager/supervisor to ensure that all of the HR paperwork is completed so that systems are updated when an employee leaves the University.