What is MyFunds?

MyFunds allows departments to create online budget reports for principal investigators (PIs) or other report recipients such as management service officers (MSOs), department chairs, and financial/ fund managers. It features:

• Efficient budget reporting for fund managers
• The ability for PIs or report recipients to view all their funds at a glance
• Drilldowns to expenditure details

MyFunds components

1. Setting up the report profile: Fund managers set up report profiles for their PIs or other report recipients to view.
2. Viewing the report: After the fund manager sets up the report profiles, the PIs and other report recipients can view the reports.

Learn more about MyFunds

• 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 PI or Report Recipient
  • How to Create a Report Profile For Yourself
  • How to Create Projects
• 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

Questions? Contact Kerri Byrd, (858) 534-0342.