Introduction to the PI Portal

This workshop will provide an overview of the new, redesigned PI Portal, demonstrate its enhanced features and address questions. In this session, you will learn tips on how to use the PI Portal system to manage financial aspects of a project, verify remaining balances, reconcile outstanding expenditures, monitor cost-share activity, and review commitments and personnel appointments. We will also review project deadlines, uploaded documents, invoices/payments, expenditure allocation, important alerts from the Office of Sponsored Programs (OSP) and how to use the Portal to close Purchase Orders.

Presenter: Angie LeMaster, CFAES Finance