New Cognos Faculty and Department Portfolio Report

The Faculty and Department Portfolio Report is now available to run in Cognos, offering faster report generation. This version mirrors the existing UCD Faculty and Department Portfolio Report in Aggie Enterprise, with a few important distinctions:

• Report Type Prompt: In Cognos, you will need to select a Report Type – either Summary or Detail – as a required field. 
  (Note: Cognos does not support tabs, so each view is generated separately.)
• Single Role Prompt: Instead of separate fields, Cognos uses a single prompt for Award Principal Investigator and Project Principal Investigator (PI), Project Co-Principal Investigator (Co-PI), Project Manager (PM) and Project Administrator (PA).
• Co-mingled Roles: If an individual is assigned a role (e.g., Co-PI) across multiple projects, be sure to select each instance of their name in the PI, Co-PI, PM and PA prompt to view their complete portfolio.
  • For example: If multiple individuals are assigned the same role (e.g., "John Aggie" and "Jane Davis" are both the Project Co-Principal Investigator for Project "X"), each instance of a resource's name (1. "John Aggie" and 2. "John Aggie"; "Jane Davis") will need to be selected via the PI, Co-PI, PM, and PA prompt in order to view John Aggie's complete portfolio. 

A future enhancement, currently planned for Q3 2025, will incorporate monthly expense data. 
 

See the Cognos Faculty and Department Portfolio Report KBA. 
A webinar is in development to demonstrate this new report and address questions.