The PI Financial Portal is a dashboard in Emory Business Intelligence (EBI) created to allow faculty to access their complete portfolio on-demand, sponsored and non-sponsored. It is intended to serve as an “online bank account” style view of a faculty member’s portfolio, providing current balances based on expenses that have already occurred. The portal was developed through a partnership with Enterprise Data Analytics and Strategic Support, Research Administration Services, and Research Grants and Contracts. The portal provides campus and central offices with the same view of financial data which improves transparency and streamlines processes with financial monitoring and reporting. The portal delivers financial information via an enhanced reporting tool for managing financials. The information in the portal is pulled directly from Compass, although the data is one day behind Compass. Future enhancements to add functionality are already in progress to further assist in this endeavor. Features include:
- One source to review balances for entire portfolio, including sponsored and non-sponsored projects
- Includes sponsored projects where faculty member has been identified as either the award PI or the project PI
- The ability to set the faculty member’s home screen upon logging into EBI
- No navigation required (once customized)
- Report runs automatically based on faculty member logged in
- The ability to customize views in the dashboard
- View what information is important to you, arranged in a format that makes sense to you
- Save customized view so that the report is always formatted based on your preferences
From a sponsored financials perspective, the portal provides principal investigators and research administrators a snapshot of grant funding and expenses, without projections, at both the award level and the project level. If sponsored portfolio questions/concerns arise, please contact the local RAS unit.
Both sponsored and non-sponsored accounts that populate in the dashboard are driven by the roles that have been assigned to faculty members via the Account Administrator tool. If you are unsure if you have been assigned roles, please check with your department administrator.
Additionally, schools/departments have been provided with information on best practices to maintain non-sponsored portfolios. If non-sponsored portfolio questions/concerns, please contact the appropriate school/department.
Highlights of the PI Financial Portal:
- Provides intuitive navigation and ease of searching
- Easy to view and read report formats
- Access to both project and award financials
- Ability to drill into detailed expense transactions
- Reports are downloadable to Excel
Faculty Job Aid: https://ebi.emory.edu/_includes/documents/sections/Job%20Aid_Faculty%20Financial%20Summary_FAC_10.03.17.pdf
Staff Job Aid: https://ebi.emory.edu/_includes/documents/sections/Job%20Aid_Faculty%20Financial%20Summary_STAFF_10042017.pdf
NOTE: Faculty are encouraged to meet with their analysts, those who support non-sponsored and sponsored financials, to become oriented to the tool.