Stony Brook University Office of Research Services

Contact for Account Information

For RF Portal Access

Useful Links

RF Business System

You can access information about your Expenditures in one of these three ways:
Method Data Availability
Principal Investigator Award Interface (PIAI) Through previous business day
QuickView Through previous business day
Monthly Award and Project Summaries Through previous month-end

All three methods above require a RF Portal account and appropriate access.

For RF Employees

RF Employees are pre-registered to the Portal and have access to HR Self Service where they can view their pay stubs and tax information.
  1. Go to http://www.rfsuny.org.
  2. Click on  "Login" (top right-hand side of the web page)
  3. Click on "Set up your user account".
  4. Enter your information. Your RF ID Number is typically a 5-digit number on your pay stub.
  5. Make sure you select the correct Campus Location (Stony Brook University).
  6. Once approved, you will receive an email with the confirmation.

After you register, you need to get access to the correct Award, Project, Task, Organization or Key Member. You may request access by having the appropriate person complete the form at: http://www.stonybrook.edu/research/forms/ogm/RFBusiness_Academic.shtml . Access is given as follows:

Access Level  Access Given To:  Form Signatory:
Award Access to the entire Award and all the underlying Projects and Tasks Award PI
Project Access to the Project and underlying Tasks Award PI or Project PI
Task Access to the indicated Task only Task Manager or Project PI
Organization Access to all APT that have the indicated Organization as Award, Project or Task Organization Organization Head (VP, Dean, Chair, Director, Division Head)
Key Member Access to all APT where the indicated Key Member is Award or Project PI or Task Manager Key Member

You may request access by having the appropriate person complete the form at: http://www.stonybrook.edu/research/forms/ogm/RFBusiness_Academic.shtml.  Fax or email a signed form to Tony Devietro at 632-5704 or adevietro@notes.cc.sunysb.edu.

Access is given as follows:
Access Level  Access Given To:  Form Signatory:
Award Access to the entire Award and all the underlying Projects and Tasks Award PI
Project Access to the Project and underlying Tasks Award PI or Project PI
Task Access to the indicated Task only Task Manager or Project PI
Organization Access to all APT that have the indicated Organization as Award, Project or Task Organization Organization Head (VP, Dean, Chair, Director, Division Head)
Key Member Access to all APT where the indicated Key Member is Award or Project PI or Task Manager Key Member
 

Principal Investigator Award Information (PIAI) is a web-based application accessible via the RF Portal.

PIAI can be used to get all information on Awards, Projects and Tasks including, but not limited to:

  1. Budgets, Encumbrance and Balance
  2. Payroll Expenditures
  3. Purchasing and Procurement Expenditures and Invoices
  4. Travel and Supplies

The information can be filtered by date parameters.

Training on PIAI and QuickView can be scheduled by calling Office of Grants Management at 632-9038.

QuickView is a web-based application accessible via the RF Portal. It is an alternative to PIAI to obtain quick information on Balances and expenditures on your Awards and Projects.

Monthly Award Summary (MAS) and Monthly Project Summary Reports (MPS)

The Monthly Award Summary (MAS) and Monthly Project Summary (MPS) Reports contain summaries and details of actual current month expenditures. These reports, which contain seven sections, provide month-end snapshots of award or project level expenditures. These monthly summary reports become available shortly after the end of each month.

HOWTO - View your Reports in PIAI

A Quick Guide to access your reports in PIAI and help you understand them.

Report Availability

Data availability with this delivery method:

  1. You will see monthly reports from month-end July 2009 if the award or project was open at that time.
  2. If an award or project was established less than six months ago, you will only see reports for the months since the award or project was set up.
  3. Each month RF will add the latest reports until there is a 24-month history of MAS and MPS reports available for viewing.
  4. Active, At-Risk and On-Hold Awards: Monthly reports will be available for 24 months.
  5. Closed Awards: Monthly reports will be available for two months after the award is closed – unchanged from our current process for closed awards.

For access, password issues and additional information,

  1. You may contact Tony DeVietro at 632-9840.
  2. RF Helpdesk at 1 (518) 434 7222 or customerservices@rfsuny.org

To reset your Portal password or if your account has been locked:

  1. Go to https://portal.rfsuny.org/portal/page/portal/The%20Research%20Foundation%20of%20SUNY/home/Login/forgot_password.
  2. Enter your username (typically the Stony Brook email address you signed up with)
  3. You will receive a new password in your email.