All funding allocated to faculty from both sponsored and internal sources is organized and tracked in UCSB's campus financial system. This page includes important links and helpful guidance for faculty to review and understand their award and project funding. 

Quick Links

Faculty/PI Dashboard

The Faculty/PI Dashboard in FinHub provides an integrated view of your funding portfolio, with financial reports showing award and project balances, details, and other reports to monitor financial status in near real-time. This is available to all Principal Investigators and Co-Principal Investigators who have active Sponsored Projects and/or Faculty Funds.

Access the dashboard

 

Have questions or need support? 

Locate the appropriate financial contact for your area:

Training & Resources

Tips for Success

  • Meet monthly or quarterly with your Project Manager and/or Project Analyst to review expenditures, projections, restrictions, upcoming award/project end dates, and pending invoices/payments
  • Plan proactively; Review the PGM Payroll report at least monthly to neuter UCPath Projections correctly reflect the employees who should be supported on your projects. 
  • Understand approval workflow for award roles; Gateway purchasing and invoices, Concur travel booking and reimbursements, subaward invoices, and cost transfers will be routed for approval based on roles. 

Learn More

Award-level roles: 

  • Principal Investigator (PI), co-PI, key personnel - responsible for research integrity and overall financial stewardship of the funds. 

Project-level roles: 

  • Project Manager (PM) - day-to-day management of spending activities; monitors financial status; participates in transaction approvals. Can be reassigned when appropriate. 
  • Project Analyst (PA) - financial operations, compliance monitoring, projections, and transaction support/approval.

Financial points of contact:

  • Research Financial Analyst (RFA) - primary resource for post-award financial management of sponsored projects, working closely with faculty, departmental staff, and central offices to ensure strong fiscal stewardship in support of UCSB's research mission. RFAs are assigned to specific departments or Financial Reporting Units (FRUs), and departments with large research portfolios may have multiple RFAs.
  • Project Analyst on Faculty Funds (PAFF) - primary resource for the financial management of Faculty Funds (i.e. faculty start-up, gifts, discretionary, etc.), monitoring expenditures and providing guidance. 

Please review this matrix for detailed information about post-award roles and responsibilities for sponsored projects. We recommend you verify your current Project Manager (PM) and Project Analyst (PA) with your research finance contact. 

A PI may designate a Project Manager to monitor financial status on sponsored projects, approve transactions, and authorize expenditures on the PI's behalf within policy and funding limits. If a PM lacks sufficient context to approve an item, the PI will need to be added into the approval flow for additional review.

Who can serve as a PM? 

  • No form required: Co-PIs and named Key Personnel 
  • Form & mutual consent required: Others (i.e. lab managers, center directors, assigned Research Financial Analysts) with agreement from the post-award services lead

Access the PGM Project Manager Reassignment Form, which includes details on the new approval workflows and policy for reassignment of the Project Manager role. Instructions for completing this form are listed here. 

The Post-Award Services Lead is responsible for ensuring that RFAs receive the support they need to successfully manage sponsored project funding after an award has been made. They help RFAs navigate systems, troubleshoot issues, clarify policies, and provide training and resources. They work closely with RFAs, Extramural Funds, and the Sponsored Projects office to ensure post-award processes are consistent and well-coordinated across campus.