Principal Investigator (PI) Report Guide

The Principal Investigator (PI) Report is a financial projection tool that can be used by campus departments and Contracts & Grants financial analysts to anticipate future expenses and appropriations. This allows C&G Principal Investigators and Department finance staff to help monitor their funding balances throughout the life of the account, or through the end of the funding period. 

  • 03/23/23 Update:
    • Improvement:We have released a feature to allow users to exclude the Income Category from their PI Report.  Income and Expense columns sub-totals combine and this was throwing off some Expense totals for those that have Income on their accounts.   Now there is a toggle on the Edit Projections page that allows users to show or hide the "INCO" Income Sub-Category

Access to Report

Campus Users can access the PI Report system via ZotPortal. Be sure to login first! Go to:

  • ZotPortal > Faculty/Staff > Applications tab > My Applications portlet > My Applications list > Principal Investigator Report (KFS based). 

The PI Report has been Refreshed!

Accounting and Office of Information Technology is pleased to announce that a completely refreshed version of the PI Report is now live and ready for use. OIT has rebuilt and refreshed the existing PI Report system with no loss in functionality so the campus can continue to use this system moving forward.

Information Session Powerpoint

Link to download Powerpoint

Key New Features

Read about the new features available in the rebuilt report. Click any of the links below to see a screenshot.

Thank you to those who participated in User testing the updated PI Report.

PI Report Support

General Financial Management questions should be directed toward the Chief Financial Officer(s)/Fiscal Officers of your unit/department, as there may be specific unit/department policies relating to your financial operations. 

For general help with the PI Report, contact the KFS Helpdesk at

For technical assistance with the interface, contact the OIT Help Desk (949) 824-2222 or