February 20, 2020
Cal Answers PI Portfolio Community,
As part of the UCPath implementation, we made updates to PI Portfolio in our initial UCPath Cal Answers releases and then released updates to the HR Lookup and Personnel reports. In this release, we've made a set of updates to the projections functionality in PI Portfolio that will resolve the issues users have been having with generating CBR projections since UCPath went live. These updates will give PI Portfolio users the ability to review and accurately project CBR rates and expenses associated with individual appointments. The new rates will be available in the projection input form (Apex). In the projection input form, users can make changes to appointments as needed and the updated CBR amount will be projected accordingly.
Release timeline for dashboards affected by UCPath
We're working to re-release the Cal Answers reports with data from UCPath and have posted the working draft of our timeline on the Cal Answers website.
- Job Aids: Job Aids, as well as a general overview, can be found on the PI Portfolio: Projections page. For information relevant to this update, please see: PI Portfolio February 2020 Updates.
- Wiki: The wiki for PI Portfolio has been updated with definitions of the terms used in the updated interface.
Your access to create and view projections in PI Portfolio will not change. For information on how to request new access, please visit Getting Access to Cal Answers on the website and then under "Subject Areas that Require Special Access", select "Financial Dashboards" and "Ad Hoc Access".
Questions and feedback
If you have questions about using Cal Answers, please contact the Cal Answers Help Desk at 664-9000 (option 1, then option 2) or email@example.com.
Cal Answers Team
Office of the Vice Chancellor of Finance