The Chartstrings Tab shows a complete list of the chartstrings used in a given Portfolio, including sponsored and non-sponsored funds.
In the Chartstrings Tab, you can:
- Get a current or past balance in each chartstring used in a given Portfolio.
- Look up chartstrings used for activities in this Portfolio; for example if you need to submit a reimbursement for a travel expense, you can see the chartstrings available for use on this page.
- Set your view options to remove descriptions (Standard View) or add in Business Unit and Program (Extended View).
Training materials for PI Portfolio can be found on the PI Portfolio training page at calanswers.berkeley.edu/pi-portfolio/training.