Job Aids

Basic Navigation

Quick Start Guide to Using Dashboard Reports

Print and Export Reports

PI Portfolio

What Kind of PI Portfolio Access Do I Need?

Logging In and Using PI Portfolio

PI Portfolio Users Guide

Chartstrings

PI Portfolio Guide for Principal Investigators (PIs)

CSS RA Recommended Process for Monthly Review and Reporting

Access the PI Oversight Dashboard

Set up your faculty list and read the PI Portfolio Oversight dashboard reports

Archive projections in PI Portfolio

Student Data

Student Data Subject Area Dashboard Map Job Aid

Top 10 Dashboard Tips

Student Applicant

Student Applicant - Sample Questions and Answers - Examples of how to select filters to answer questions using dashboard reports in the Student Applicant subject area

Student Curriculum

Student Curriculum - Sample Questions and Answers - Examples of how to select filters to answer questions using dashboard reports in the Student Curriculum subject area

Student Demographics & Outcomes

Student Demographics & Outcomes - Sample Questions and Answers - Examples of how to select filters to answer questions using dashboard reports in the Student Demographics & Outcomes subject area

Student Financial Aid