PI Portal Job Aid

Search

The Search feature will allow you to search by project numbers, titles, departments or people. You can even use keywords to narrow your search further.

My Research

This is the default view once logged in to the PI Portal. Select from the following tabs to view additional information.

• Projects: A list of your projects.
• Awards: A list of your awards.
• Proposals: A list of your proposals.

Within the tabs, you can Filter by status (Ended, Open and Archived); view Reports; see Details of additional information and Export the list.

Projects

At a Glance section is available on all project pages and provides quick links to the award number, period, PI and SPO email links, sponsor information and F&A rate.

The following menu items are available in the Projects section:

• Overview: Default view that displays the projects financial summary. Click on the “as of month” to change the display month.
• Demographics: A list of all principal investigators, co-investigators and departments on the project.
• Transactions: Lists all expenditures and commitments on the project for the current month. Change the date to view previous months.
• Payroll: Lists all personnel expenditures and commitmentsfor the current month.
• Documents: Documents associated with the project.

Awards

At a Glance section is available on all awards pages and provides information and links to the period, award type, PI and SPO email links, and sponsor information.

The following menu items are available in the Awards section:

• Overview: Default view that displays the amendment information, terms, attribute and other information.
• Demographics: A list of all principal investigators, co-investigators and sponsor contact information.
• Research: Lists all projects and protocol information on the award.
• Reports: Lists all reports on the award.
• Financials: Award funding information and invoices associated with the award.
• Documents: Documents associated with the award.

Proposal

At a Glance section is available on all proposal pages and provides information and links to the PI, period, SPO email link, and sponsor information.

The following menu items are available in the Proposal section:

• Demographics: A list of all principal investigators, co-investigators and departments associated with the proposal.
• Documents: Documents associated with the proposal.

Types of PI Portal Access

There are several types of PI Portal access:

• Department Administrator - Shows all projects under a specified department(s).
• College Administrator - Shows all projects under a specified college.
• Investigator: The PI's view of all his/her projects
• Grant Administrator: Delegated by the PI.

How to Grant Access

• To grant access to a PI's projects/proposals/awards, the PI will click the “Access Controls” tab and type in the delegate's name.
• To grant access to specific grants, the PI will select the grant, go to the Demographics tab then click “Add Grant Administrator”
• For Department Administrator access, a Chair or Center Director will send an email to orhelpdesk@osu.edu . The email should include the requestor's name and title, the designee's name and Ohio State Username, and the department(s) the designee should access.  
• For College Administrator access, the email should come from the Dean.

Article ID: 21
Created: March 12, 2024
Last Updated: March 12, 2024

Online URL: https://ohiostateresearch.knowledgebase.co/article/pi-portal-job-aid-21.html