ORA Boot Camp Session Overview: PI Financial Portal

Overview

On Wednesday, March 8, Susan Cooper, Enterprise Data Analytics and Strategic Support, provided an overview of the PI Financial Portal. For those unable to attend, the recording can be accessed here.

The PI portal is one tool Emory investigators have for transparency into expenses posted to their sponsored and non-sponsored accounts. The PI Financial Portal differs from other account management tools, such as FORT (Financial Outlook Reporting Tool), that allow transparency into encumbrances and projections. Because the PI Financial Portal does not show encumbrances, there is often a mismatch between balances in the two tools. It is important for investigators and administrators to understand the data and use cases for both tools. The Boot Camp PI Financial Portal overview session aimed to familiarize administrators with the PI Financial Portal in anticipation of questions they might receive from investigators.

Below are resources to assist investigators and administrators using the PI Financial Portal.

Resources

EBI Website Faculty Reports page (https://ebi.emory.edu/reporting/faculty.html) – Includes resources for faculty and staff.

Faculty Resources

• Faculty Job Aid:
  • https://ebi.emory.edu/_includes/documents/sections/Job%20Aid_Faculty%20Financial%20Summary_FAC_10.03.17.pdf

• Detailed Content Overview:
  • https://ebi.emory.edu/_includes/documents/sections/Faculty%20Financial%20Summary_Content%20Overview_20171005.pdf

Staff Resources

• Staff Job Aid:
  • https://ebi.emory.edu/_includes/documents/sections/Job%20Aid_Faculty%20Financial%20Summary_STAFF_10042017.pdf

• EBI Dashboard – Account Administrator Roles Reference Job Aid:
  • https://ebi.emory.edu/_includes/documents/sections/Dashboard_Account%20Administrator%20Roles%20Reference_07102020.pdf

• Using the Account Administrator Tool in Compass to Assign Faculty Roles Job Aid:
  • https://online.flipbuilder.com/qsea/tkrd/mobile/index.html