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Budget & Financial Planning Training

Learn how to manage your departmental budgets to make informed decisions and effectively allocate campus resources.

Description
You will learn the PeopleSoft process for transferring funding between cost centers and the fund rules used to determine what is allowable. Step-by-step instructions guide you through the completion of the transaction.

Objectives
Provide guidance to departmental users to create and process budget transfers. The steps provided allow you to create electronic budget transfers within PeopleSoft, route them for approval and track for final posting.:

Audience
Departmental financial and administrative employees who are responsible for creating and approving budget transfers.

Job Aids

Description
You will learn when it is appropriate to use eForms to process transactions for position and job data. Step-by-step instructions guide you through the completion of the request forms.

Objectives
Provide guidance to departmental users when adding or modifying position and job data. The steps provided allow you to create electronic forms within PeopleSoft and route them through the electronic approvals.

Audience
Departmental financial and administrative employees who are responsible for creating and approving eForms.

Job Aids

Additional quick guides, presentations and “how-to” videos can be found on the People Excellence website.