PI Dashboard
Getting Started
Review the materials we have put together to help you navigate and use the PI Dashboard effectively.
Explore Resources
The PI Dashboard provides near real-time visibility into Principal Investigators financial portfolio, helping you make confident, informed decisions with ease. It provides a centralized view of sponsored and discretionary funds, expenses, and payroll allocations. It is designed as a single, intuitive access point to streamline financial planning and decision-making.
Key Features
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Sponsored & Discretionary Balances: View up-to-date balances across your financial portfolio.
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Expenses Tracking: Monitor pending and approved expenses in one place.
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Payroll Allocations: Track how payroll is distributed across funding sources.
Overview
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Streamlined financial planning
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Faster, data-driven decision-making
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Increased visibility into fund activity
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Better tracking of commitments and spending
Think of the PI Dashboard as an online banking statement for your research and discretionary funds:
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Monitor balances and transactions
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Review and plan expenses
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Stay informed on financial status
The PI Dashboard is intended to support—not replace—your regular communication with your unit’s financial administrators. Use it as a reference tool to make discussions more efficient and informed.
The PI Dashboard is a tool to help researchers manage their research accounts and stay within budget. To get the most value out of this tool we recommend:
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Review regularly for updates
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Use before financial discussions
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Combine insights with administrator guidance
Support & Resources
Support
Need Help? Contact the Project Manager responsible for the Research or Discretionary account. To find the correct people you can use the Who Am I? report found in the Security Roles Reports folder in Orbit. To learn more about this report, you can review this article.
* Office Hours are 15-minute one-on-one support sessions for users who need help with specific PI Dashboard questions. Users should schedule a session in advance, come prepared with their own questions or topics for discussion, and attend the session with their financial administrator(s).