#  PI Dashboard Application 

 



##  PI Dashboard for Projections 

 [ Visit the PI Dashboard (vpn required) arrow\_circle\_right ](https://pidashboard.harvard.edu/) 

 

       ![Image of a Harvard Gate](/sites/g/files/omnuum891/files/styles/hwp_21_9__1920x825/public/2025-08/102423_Features_SM_34-2.JPG?h=11a77bae&itok=-NfI3EnR) 

 

 



 

 



 

##  What is the PI Dashboard? 

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**](https://harvard.service-now.com/ithelp?id=kb_article&sys_id=97403304dbaf10d4441560fdd396191a) **to access.**



 

##  Resources 

### Basics

- [Intro to PI Dashboard](https://harvard.service-now.com/ithelp?id=kb_article&sys_id=8c4681b7db08abc017d359b2ca9619f3) : Basic information about the PI Dashboard and a link to the site.
- [School Access List](https://harvard.service-now.com/ithelp?id=kb_article&sys_id=2bf171c81b28fb0cefd8a79b2d4bcbf2) : Information on how to request access to the PI Dashboard.
- [Releases](/pi-dashboard-releases) : Visit the release [details](/pi-dashboard-releases) page for more information about updates to the PI dashboard.
- [Get help](mailto:pidashboard@harvard.edu) : 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)](https://harvard.service-now.com/sys_attachment.do?sys_id=fdcccef293cfaa14f3a9b3da6aba1000)
    - [How to set up and use projections (PI's with 9 month appointments)](https://harvard.service-now.com/sys_attachment.do?sys_id=35cc8ef293cfaa14f3a9b3da6aba10ff)
    - [How to convert projected costing distribution to projected salary expenses](https://harvard.service-now.com/sys_attachment.do?sys_id=79cc8ef293cfaa14f3a9b3da6aba10fd)
    - [How to use scenarios](https://harvard.service-now.com/sys_attachment.do?sys_id=adcc8ef293cfaa14f3a9b3da6aba10fb)
- Account level guides
    - [Account card chart details](https://harvard.service-now.com/sys_attachment.do?sys_id=e1cc8ef293cfaa14f3a9b3da6aba10fa)
    - [Account card: personnel encumbrance calculations](https://harvard.service-now.com/sys_attachment.do?sys_id=29cc8ef293cfaa14f3a9b3da6aba10f8)
    - [Account: summary stats calculations](https://harvard.service-now.com/sys_attachment.do?sys_id=6dcc8ef293cfaa14f3a9b3da6aba10f6)
    - [Account chart details](https://harvard.service-now.com/sys_attachment.do?sys_id=21cccaf293cfaa14f3a9b3da6aba102b)
    - [Display of two fiscal years for non-sponsored accounts within the PI Dashboard](https://harvard.service-now.com/ithelp?id=kb_article&sys_id=35d0cb9cdb49db48d1257ee5bf96194c)
    - [Printing Account Information from the User Interface](https://harvard.service-now.com/ithelp?id=kb_article&sys_id=f01bb720dbd25f44c0b55a35dc96191a)
    - [Recategorization of Non-Sponsored Accounts](https://harvard.service-now.com/ithelp?id=kb_article&sys_id=8f36f368db925f44c0b55a35dc961910)
    - [Entering/viewing account nicknames](https://harvard.service-now.com/ithelp?id=kb_article&sys_id=5d77e1efdb849344d6d5ff851d9619d2)
- Root level guides
    - [Root chart details](https://harvard.service-now.com/sys_attachment.do?sys_id=25cccaf293cfaa14f3a9b3da6aba1029)
    - [How to run a multi-root report](https://harvard.service-now.com/ithelp?id=kb_article&sys_id=51d4256bdb849344d6d5ff851d961922)