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Project Personnel Roles

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.