PI Portfolio (Listed under "Financial Dashboard") provides an overview of all funds that have been assigned to a faculty member. This includes both funds that are managed at the department level (e.g. BEAR funds, start up funds) and sponsored grants managed by Berkeley Regional Services' staff.
Please note that accessing Pl Portfolio off-campus requires VPN access.
Most frequently needed tabs:
Summary of fund balances can be reviewed on the "portfolio" tab
Transaction details can be reviewed on the "transactions" tab
Questions and/or assistance can be directed to the finance coordinator.