PI Portfolio Project Update Academic Senate Committee on Research. June 18, 2012. Agenda. Introduction System Overview Project Status Planned Enhancements Timeline Roll-out Approach Training Approach. PI Portfolio System Overview. What will the PI Portfolio system provide?
Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.
June 18, 2012
The application delivers reports and projections capability
Example Data Only
Analyst-only hyperlinks to create projections
Example: Improving the User ExperiencePossible New Layout
Welcome to PI Portfolio
·˧ PI Portfolio will be unavailable 5/12-5/13 for system maintenance.
·˧ CTSI joined the Pilot in April.
·˧ The PI Summary report has been enhanced to display the fund title.
PI Portfolio by PI
PI Portfolio select view
Payroll Distribution by PI
Detail Report with budget, expenses, and projections
Detail Report with expenses and projections by month
Detail Report with transactions by NCA Group and date
Detail Report with payroll transactions
Detail Report with GL Liens
Detail Report with Sub-award transactions