PI Dashboard Application

Harvard's PI Dashboard provides a financial reporting and projections tool for Harvard's research community with both sponsored and non-sponsored funds. 
Please note the application requires Harvard VPN to access.

Basics

• Intro to PI Dashboard : Basic information about the PI Dashboard and a link to the site.
• School Access List : Information on how to request access to the PI Dashboard.
• Releases : Visit the release details page for more information about updates to the PI dashboard.
• Get help : Submit an inquiry by emailing: pidashboard@harvard.edu

Using the System

• Projections functionality
  • How to set up and use projections (PI's with 12 month appointments)
  • How to set up and use projections (PI's with 9 month appointments)
  • How to convert projected costing distribution to projected salary expenses
  • How to use scenarios
• Account level guides
  • Account card chart details
  • Account card: personnel encumbrance calculations
  • Account: summary stats calculations
  • Account chart details
  • Display of two fiscal years for non-sponsored accounts within the PI Dashboard
  • Printing Account Information from the User Interface
  • Recategorization of Non-Sponsored Accounts
  • Entering/viewing account nicknames
• Root level guides
  • Root chart details
  • How to run a multi-root report