Using Researcher Home Page

Information You Need Before You Start

  • Your CCID and password to log in to PeopleSoft.

Getting Started

  1. Navigate to the University of Alberta PeopleSoft Financials login page on your web browser.

  2. Enter your CCID and password to log in (Note: Password is case-sensitive).

  3. In the Self-Service Center, click on the Researcher Home Page link in the General Inquiry section. Note: If you already hold research projects or proposals, the Researcher Home Page will automatically display your active research Projects and Proposals.

Navigation Tips

  • If you wish to see additional details on your research project or proposals, you may click the Details or Over Expenditure tabs.

  • Clicking the Show All Columns ICON next to the Over Expenditure tab displays all information for all tabs.

  • Clicking the Download ICON in the top-right corner downloads the entire list to an Excel spreadsheet.

  • Clicking the Grants Life Cycle ICON for a proposal or project will display the Grants Life Cycle diagram, which provides additional information on the status of your new project request or active project.

  • Clicking the paper clip ICON will display the list of online attachments for each research project that can be viewed or downloaded (i.e., Notice of Award, signed contracts, amendments, etc.).

  • Clicking the Project Number will display the Financial Overview report showing a summary of the budgets and expenditures.

  • Clicking the Proposal Number will display the details of what was entered to create the proposal. Note that this takes you to a search page that will automatically add the proposal number. Just click Search.

  • The ICON in the upper-right corner means PeopleSoft is processing. Please be patient as some tasks take several seconds to complete.