PSOM PI Fund Reporting
The PSOM PI Fund Reporting tool allows PSOM faculty and administrators to review the current status of a PI's grant funds with actual balances, transactions, and personnel information. Future versions will include more detailed encumbrance information and other funding sources.
The dashboard is hosted on the Penn Medicine PowerBI platform and you need to login into your Penn Medicine account to access it. All faculty/PIs have access to their own portfolio overview and fund details automatically upon login using their Penn Medicine account login. If you do not remember your PM login id, have forgotten your password, or if your password has expired, please call 215-662-7474 to access your PM account.
You can access the dashboard even if you are using your PMACS VPN. However, in addition to logging into your Penn Medicine account as prompted when you click through the link to access the dashboard, you will need to go through two factor authentication through Penn Medicine. Here are the instructions to add a Penn medicine instance to your Duo phone app using the following instructions: iOS version for iPhone Duo for iOS phones or Android Duo for Android phones
To make this process easier in the future:
- when you are logging into the dashboard, save your Penn Medicine login information to your password manager so that you don’t need to reenter your account name and password information each time.
- bookmark the dashboard after you’ve logged in.
- send a “push” to your phone so that you don’t need to enter the passcode each time you enter the dashboard. You will need to authenticate yourself each time you log into the dashboard.
Please use the Question and Feedback form below for data questions, feedback, and suggestions. A link to the form is provided within the tool as well.
Support
Supported browsers: Microsoft Edge Chromium, Chrome desktop latest version, Safari Mac latest version, Firefox desktop latest version. (Not supported: IE)
If you are having trouble with login see the Login Instructions page.