Intro to PI Dashboard
Basic information about the PI Dashboard and a link to the site. Please note the application requires Harvard VPN to access.

School Access List
Information on how to request access to the PI Dashboard.

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