The Summary tab displays an excel-like grid of information by chartstring associated with the Faculty member(s) projection. The chartstrings and the Unencumbered Balance align to the Prime Individual Portfolio report (IPR). This view includes an “AMT Label” field which allows the user to describe a chartstring or set of chartstrings in a term familiar to the faculty member. E.g. Startup Funds. This view also displays the summarized totals of projected income, expenses and balances based on the projection inputs in other tabs. On this tab, the user can also select chartstrings to exclude from the projection. This tab can be downloaded to excel.