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. 

  • 01/20/21 Update:
    • Improvement: Sub-category expenses details now show negative amounts for credits 
    • Bug Fix: The "Yes-Overhead" option is removed for Project Tuition/Fees on the Benefits page. The calculation was not correct, and it is recommended to input the amounts manually (by selecting Yes in the dropdown)
    • Improvement: Relabeled and added some dates for clarity: Award Begin and End Dates have been added to the Budget Subcategory Summary page for more clarity and Budget Period has been relabeled to Projection Period
    • Bug Fix: Job Code no longer needs users to double click to add in a new entry.
    • Bug Fix: When removing projections for salaries, having no frequency type no longer prevents users from removing the projection.
    • Bug Fix: Previous GL Month date now shows the proper ledger date instead of yesterday's date.

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