PIPER: Portfolio Insights, Projections, and Expense Reconciliation
Last Updated: December 1, 2025 7:54:00 PM PST
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This page provides an overview of PIPER and how it supports financial forecasting and portfolio management at UC San Diego.
What is PIPER?
PIPER (Portfolio Insights, Projections, and Expense Reconciliation) is a suite of financial reports hosted on Anaplan that allows PIs and their fund managers to better control their complex financial portfolios. This is accomplished by consolidating data directly from Oracle, UCPath, and Kuali Research directly into PIPER, and giving Fund Managers the ability to seamlessly layer projections on top of that data.Why PIPER?
Research administrators across campus have emphasized that manual financial reporting is time-consuming and error prone. PIPER addresses this pain point by facilitating reconciliation, standardizing reporting, and reducing reliance on Excel-based shadow systems. The result: more time for strategic support, improved accuracy, and continuity when staff transitions occur.
UC San Diego thrives on interdisciplinary collaboration — and PIs often work across multiple departments. PIPER offers a consistent, reliable format for portfolio reporting, ensuring clarity no matter where funds are managed.
Key Benefits of PIPER
- Strengthens trust and accuracy in financial forecasts
- Standardizes and simplifies portfolio reporting
- Provides faster clarity on burn rate and runway
- Reduces dependency on spreadsheets and manual manipulation
- Improves continuity during staffing turnover or coverage gaps
- PIPER enhances partnership with faculty — giving them confidence in the decisions ahead