Confluence will be undergoing maintenance over the weekend of 10/22 - 10/24. During this time, the system may be slow or unresponsive for brief periods.
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PI Portfolio provides Principal Investigators and Research Administrators with a user-friendly tool to access financial data for all faculty-managed funds including sponsored awards and non-sponsored grants. Budget, expense and projection details are all in one place, enabling good spending decisions, troubleshooting transactions, looking up employee details, making future projections and compliance with sponsors.   

Report Documentation

Data Dictionary

General information and training materials are available at the Cal Answers website

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