PIPER: Portfolio Reports

The primary financial dashboard for a PI's portfolio. It displays a balance walk at the Award, Project, and Task level, pulling budget and cost data from Oracle and proposal history from Kuali Research.

• Shows current and forecasted balances across Budget/Resources, Costs, Committed Costs, and Forecasted Costs - in both total and direct cost views. The data the can be viewed in three ways (by Current Budget/Fiscal Period, Inception to Date, or All Periods).
• Provides detailed financial attributes including chartstring information, IDC rate, start/end dates, and carryforward allowability.
• Flags areas requiring attention, including pending proposals from the past two years, projects with no financial activity, and awards or projects nearing their end dates.

For PIs: Use Portfolio Summary to review your overall funding health at a glance. Your Fund Manager will typically walk through this page with you during monthly check-ins, but you can log in at any time to see your current balances, upcoming award end dates, and any exceptions flagged for your attention.

Provides a rolling 24-month direct cost forecast for a PI's portfolio in a bank statement-style view, showing starting and projected monthly ending balances.

• Breaks down projected expenses by category, including committed costs, personnel, and non-personnel expenses, and automatically flags the first month the portfolio is projected to have a negative balance.
• Includes a combination chart displaying revenue, expenses, and ending balance over the 24-month forecast period at the Portfolio, Category, or Task level.
• Features a built-in modeling tool for ad hoc scenario planning.

For PIs: Use PI Runway Analysis to estimate how long funding will last based on current spending patterns. The modeling tool allows you to evaluate the potential impact of planned hires or major purchases before making commitments.

Provides a roster of all employees who report directly or indirectly to the PI based on the UCPath reporting structure, including their full funding distribution across all tasks, even those managed by other PIs.

• Displays each employee’s effort allocation and monthly costs, including salary, benefits, and other pay components, organized by position.

• Flags unassigned effort, positions nearing their end date, and personnel at risk of posting to the Default Project.
• Allows Fund Managers to add employees outside the PI’s UCPath reporting hierarchy or exclude lab personnel from the view as needed.

For PIs: Use Personnel Effort by Position to confirm that lab personnel are funded appropriately and through the correct end dates. Review any employees flagged for unassigned effort or upcoming position end dates, as these may require a fund change or UCPath update.

Provides a view of all employees paid on tasks where the PI is the PIPER Task Manager, regardless of the employee's UCPath reporting relationship. Displays only the portion of each employee's funding supported by the PI's funds and organizes results by task rather than reporting structure.

• Shows effort allocation and task-level details for each funded position, including Award, Project, Task dates, and Project Category.
• Complements Personnel Effort by Position by identifying personnel funded on the PI's awards who may not appear in the PI's UCPath reporting hierarchy.

For PIs: Use Personnel Effort by Task to understand who is being paid from your funds, even if they do not formally report to you in UCPath. This is particularly helpful when personnel are shared across labs, departments, or multiple PIs.