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: