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MyFunds Help: Starting Page for Fund Managers

Find out how to begin using MyFunds.

For more detailed training, search for the FinancialLink: MyFunds class in UC Learning Center (login required).

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Manage My Projects

This option takes you to Cost Center Management, 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.

View Related Fund Manager Profiles

This option takes you to Cost Center Management, where you can view profiles created by any fund manager you are associated with.

Note: You will need a group identifier in order to use the project number system. Contact your DSA for assistance.

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