Project Personnel Roles

Last Updated: October 3, 2023 4:26:01 PM PDT

Project Personnel Roles can be assigned to Awards, Projects, and Tasks for display/use in PPM reporting. The recommendation for Project Personnel Roles is to only assign one (1) person in each role, at each level.

For more detailed information on Project Personnel Roles, please review the PPM User Guide.

Project Role Name	Description	Level Role Should Be Assigned To
Project Manager	Manages the execution and completion of a single project. Creates budgets, plans, and schedules. Sources and allocates resources such as labor, subcontractors, materials, and equipment. Tracks physical and financial project performance, changes, and issues. Ensures proper billing and cost transfers. Communicates status and project performance to program managers and project executives.	Projects
Principal Investigator	Controls and monitors the technical direction and academic quality of research projects such as laboratory studies or clinical trials. Ensures that projects comply with the terms, conditions, and policies defined by the sponsor and the institution. Owns ultimate responsibility for the management of the sponsored research award, especially in cases where funding is obtained from federal agencies such as the NIH.	Awards
Team Member	Performs, tracks, and reports progress on project and non-project work.	Awards and Projects
OPAFS Supervisor	OPAFS Supervisor	Awards
OPAFS Accountant	OPAFS Accountant supporting award/project	Awards
GA Supervisor	GA Supervisor	Projects
GA Accountant	GA Accountant supporting project	Projects
Agreement Biller Supervisor	Clinical Trial SPARCM Biller Supervisor	Awards
Agreement Biller	Clinical Trial SPARCM Biller	Awards
Collections Support	Clinical Trial Collections Support	Awards
MSO/DBO/CAO	Chief Administrative Officer of Department	Awards and Projects
Fund Manager	Fund Manager supporting the administration of a project	Awards and Projects
Fiscal Manager	Manager of a group of financial activities. Same as CT Department Supervisor	Awards and Projects
Key Person on NOA	Key Person listed on Sponsored Projects NOA in addition to PI	Awards
Pre-Award Office Contact	Pre-Award Office Contact	Awards
Task Manager	PI at the task	Task
Task Fund Manager	Fund Manager for the task	Task

Find answers, request services, or get help from our team at the UC San Diego Services & Support portal or call the Finance Help Line at (858) 246-4237.