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?