Blink Home > Finance > MyFunds Help: Starting Page for Fund Managers
MyFunds Help: Starting Page for Fund Managers  
 
Summary: Find out how to begin using MyFunds.

For more detailed training, enroll in the FinancialLink: MyFunds class.
Option Results
Manage My Projects This option takes you to the FinancialLink project number system, where you can set up a project and associate yourself or your PIs with a project number.

Note: You will need a group identifier in order to use the project number system. Contact your DSA for assistance.
Manage My Report Profiles Use this option to create report profiles for your principal investigators (PIs) or yourself.

Note: You must be defined as a fund manager on an existing project number in order to create profiles. (See Manage My Projects, above.)
View Reports Set Up for Me This option appears if someone else creates reports for you or if you create a report for yourself.

Note: You will need to be listed as a PI on the associated project in order to view reports set up for you.


Questions? Please contact Kerri Byrd, (858) 534-0342.


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