For Pls & Supervisors

Financial Portal

As a Principal Investigator (PI), managing your project funds requires regular attention. To help you with this process, you’ll use the RCUH Financial Portal to create fiscal transactions for purchasing, payments, and travel.

1. Complete the Financial Portal Access Form for:
   • Delegation of account access (e.g., Secondary User)
   • Change in User Access
2. View detailed financial reports, including a budget status report and Financial Forecast reports
   • To learn how to use these reports, please view the trainings available in the RCUH Training Portal

Hiring Project Staff

Project Termination

If your project funding ends and you need to close your project, please review the guidelines below. If your project includes RCUH employees, PIs must notify RCUH Human Resources no less than 14 working days prior to the effective date of termination.

1. Extramural Project Termination

   • ORS Closeout Guidelines
   • UH AP 12.412 Extramural Closeout Procedures

2. Direct Project Termination

   • Review project account, process pending payments, clear outstanding encumbrances and advances.
   • If applicable, reconcile petty cash funds and return balance to RCUH Accounting.
   • If applicable, return all credit cards issued to RCUH Accounting.

3. Intramural Project Termination

   • Refer to Policy 1.230 Intramural Project Termination.