The PowerBI Project Portfolio Report gives Principal Investigators (PIs) and departments easy access to key financial data on live research projects whenever they want.
The Project Portfolio Report for PIs can be used in combination with the Project Actions Tool, which is used by departmental grant staff to analyse portfolios and distribute monthly reports to PIs, to help focus attention on where it is most required to provide sufficient financial assurance. Use of these two tools will make it easier for PIs and departments to demonstrate compliance with funder terms and conditions at project closure and audit.
A PI Guide is available to assist PIs in accessing and using the report.
To access the report, please follow the instructions found in the PowerBI User Guide for accessing Apps. The App containing this report is called: Finance – Principal Investigators.