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
Key New Features
Read about the new features available in the rebuilt report. Click any of the links below to see a screenshot.
- Added navigational improvements so users can jump to different screens
- Consistent look and feel for all buttons on pages, button names, and error messages
- Data load times for the general ledger and UCPath funding are shown on the front page
- Select All button for the Generate Report screen.
- Improved PI Report Salary & benefit integration with UC Path data.
- Allow users to show (or hide) Future Funding, and there is a direct link to the Benefits details from the Salary subcategory page
- Future Funding Indicator for the commitment entries set in the future
- System calculated funding Projection End dates from UCPath data and more job details.
- Clicking on an Employee Name in the benefits screen will navigate you back to the corresponding salary projections page.
- Additional CBR Rate field calculation/integration with Job Code/Employee Class.
- Pop-up tool tip icons to showcase when a note has been added to individual Projection Allocation Notes.
- Added a Direct Link to Award Transaction Summary Report (Kuali Research) on Edit Projections page.
- Added a direct link to the SubAward Transaction Summary report (Kuali Research) in Special Items (GENX) subsection
- Minor formatting updates for Excel, PDF, and Word document types when report is printed/downloaded.
Thank you to those who participated in User testing the updated PI Report.