Faculty Portfolio Quick Reference Guide for Faculty
Faculty Portfolio is a financial projection and reporting tool designed to aid in the management of a faculty member’s contract, grants,
gifts, start-up, retention, and other discretionary funding.
Accessing Faculty Portfolio
1. Log into MyAccess
https://myaccess.ucsf.edu
2. Select MyReports
3. Select the
Faculty Portfolio tab
4. Click on the
MyPortfolio report hyperlink
Running the MyPortfolio Report
To run the MyPortfolio report:
1. Enter your last name
a. Select your name from the search list
b. Click on Run Report
Optional Use the following to further filter your report:
Display Projects by PI Type
The report default is set to display all Awards/Projects associated with a
faculty member. If you want to modify the Awards/Projects displayed, select
filters by using the shift or control keys and clicking on your selection
• Award PI–displays Projects for which you are the Award PI
• Project PI–displays Projects for which you are the Project PI
o Note: if you are the Award PI and there are Projects assigned to CoPIs, those Projects will not appear when selecting the Project PI option
only
• Lab Owner –displays Awards or Projects for which you are the Lab
Owner
Burn Rate Graphic selection
Choose to include or exclude the Burn Rate Graphic in the report
Project-Activity Period
• Choose to include (checked) Project-Activity Periods that have been
inactivated in PeopleSoft
• Choose to include (checked) Project-Activity Periods that have a pending
status in PeopleSoft (only Projects that have been allocated Budget in
PeopleSoft are eligible to display in the report)
Rev. 7/17/2015
Faculty Portfolio
Page 1 of 2
Faculty Portfolio Quick Reference Guide for Faculty
Sponsored Funding
Sponsored Projects are
managed to ‘Balance’
which is calculated as
Budget less Expenses
plus Other Changes
Non-Sponsored
Funding
Non-Sponsored Projects
are managed to ‘Net
Position’ which is
calculated as Beginning
Net Position plus
Revenues less Expenses
plus Other Changes
3a
1a
3a
1a
1. Award and Project
information
a. Hover your mouse
over the to read
comments entered by your administrator (a symbol only appears if a comment has been entered)
2. Actuals columns display current General Ledger data updated nightly
3. Projections columns display projections that have been entered by your administrator into the Faculty Portfolio Projections tool
a. Liens are funds that have been encumbered in the financial system
4. Projected Balance (Sponsored) displays the anticipated ending balance broken out by Direct, Indirect, and Total Balance
5. Projected Ending Net Position (Non-Sponsored) displays the anticipated financial position at the end of the fiscal year
6. Burn Rate graphic (Sponsored) displays the amount of time elapsed compared to the amount spent to date (does not include projections)
7. If comments have been entered by your Administrator, they will appear at the end of the report
Definitions
• Actual Budget is the amount allocated to spend in the Activity Period
• Actual Revenues are income from external resources (Revenue is not displayed for Sponsored Funding in this report)
• Actual Beginning Net Position is the amount carried forward from the previous fiscal year
• Actual Expenses are expenditures
• Actual Other Changes are transfers within the University (not common to sponsored funding)
• Liens are funds that have been encumbered in the financial system
Rev. 7/17/2015
Faculty Portfolio
Page 2 of 2