Background: MyFunds allows fund managers to set up report profiles at the departmental level for use by their principal investigators (PIs). Fund managers can create report profiles for either a specific PI or a set of PIs. Once the profile is set up, the PI can obtain information on their funds at any time.

There are two components to MyFunds:

1. Setting up the report profile: Fund managers set up reports for their PIs or other fund managers to view. There are two types of report profiles:
   • Report profiles for a specific PI. This option provides a simplified summary report for a particular PI.
   • Report profiles for a set of PIs. This global profile shows data for all projects that the selected PIs are involved in. It removes the need to create a report profile for each PI.
2. Viewing the report: After the fund manager sets up the report profiles, the PIs can view the reports.

• Help pages for fund managers
  • Starting Page for Fund Managers
  • Create, View, Edit, or Delete Report Profiles
  • How to Create a Report Profile for a Specific Principal Investigator
  • How to Create a Report Profile for Multiple Principal Investigators
  • How to Create a Report Profile For Yourself
• Help pages for PIs
  • Introduction to MyFunds (Includes a demo of the application)
  • How to Read the Summary Report
• Training through Enrollment Central
  • FinancialLink: MyFunds