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PI Portal 101 v2 - University of Vermont · PI Portal Things to Keep in Mind: uData is refreshed...
Transcript of PI Portal 101 v2 - University of Vermont · PI Portal Things to Keep in Mind: uData is refreshed...
PI Portal Rubenstein School for the Environment and Natural Resources
Principal Investigator (PI) Project Budget Information Access
April 2019
PI Portal Things to Keep in Mind:
u Data is refreshed nightly, so information is up-to-date
u You can view payroll expenses and encumbrances including who is being paid and for how much
u Includes cost share information and chart strings associated with projects
u Allows you to search by award or project
u “Notify” button allows you to send email directly from the system
u Search transaction detail by budget lines
Getting Started: uAccess the PI Portal Login from MyUVM.
PeopleSoft DUO Login RequireduLogin using your PeopleSoft using your UVM Network
ID (NetID) and Password
MyUVM: press the Employee Tab and under the PeopleSoft List choose “Financials”
PeopleSoft DUO Login RequireduDuo Security Required (see Seth with questions)
Portal Login ContinueduClick Financials and you have arrived at your PI
Portal landing page
PI/Project Manager Landing Page
Project Summaryu From the Landing Page, click the Project Hyperlink and
the Project Summary page opens with Budget and Expenditures.
Project Summary Continuedu Click to see chart strings along with account and description
within the Budget Summary/Chart strings table
u Click to see chart strings along with account, description, budget, encumbrances, expenditures and remaining amount.
Project Summary Continued
u Refer to the Notes section below the Budget Summary/Chartstrings table for important reminders
Notes1. Data is refreshed nightly.2. Source of the expenditure data is the General Ledger.3. Keep in mind current unspent balances do not include expenses that are in progress. For example,
PurCard purchases take 30-45 days before they are posted as an expenditure. Travel reimbursements are posted as a expenditure when paid.
Payroll Informationu Click the Payroll Information Tab to view the Payroll Expenses & Distributions
u Use the Notify button to email your Research Administrator questions (i.e. distribution past project end date warnings)
Payroll Information Continued
u Refer to the Notes section below the Payroll Expenses to Date table for important reminders
u Warnings appear in the “Payroll Expenses to Date” and “Get Payroll Distributions” sections.
Transaction Detail
u Click on the Transaction Detail Tab and you can find all transactions or search for particular cost items.
Search Window
u Multiple search options
Questions?