Training Curriculum

 


As of Sept. 1, all financial management system training will be available in myHR Learn.
This includes Cognos BI, FAMIS, InfoEd, NUFinancials, and NUPlans.

Find NUFinancials Training in myHR Learn
Find NUFinancials Training in myHR Learn

For additional details, please see: Administrative Systems Training Move to myHR Learn.

 

Approvers

Please visit myHR Learn for FMS804 Approvals and Workflow

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Tutorial: Approvals and Workflow Overview play button

 

 

Accounting

01/14

Please visit myHR Learn for FMS711 Actuals Journals

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Please visit myHR Learn for FMS750 Asset Management Self Service

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Revenue

Please visit myHR Learn for FMS740 Receiving and Depositing Revenue

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01/16

Budgeting

Budgeting Overview 7m

Prepare Budgets in NUPlans

NUPlans Updates

FMS701 NUPlans Budgeting Basics

Registration is optional.
Register: FMS701 NUPlans Budgeting Basics - Online
Begin this online course at any time, below.

Online Course

NUPlans Budgeting Basics Course Guide 04/15

NUPlans Application Basics

  1. NUPlans Application Basics Transcript 04/15
  2. Introducing the NUPlans Budgeting Applications 2m Demonstration 04/15
  3. Tour NUPlans Contributor 7m Demonstration 04/15
  4. Tour NUPlans Web 7m Demonstration 04/15

Getting Started

  1. Data Entry Routine in NUPlans Contributor 3m Exercise 04/15
  2. Data Entry Techniques in NUPlans Contributor 6m Demonstration/1504/15

Preparing Budgets

  1. Preparing Budgets Transcript
  2. Budget Compensation: Existing Employees 19m Demonstration 04/16
  3. Budget Compensation: Placeholders 8m Demonstration 04/15
  4. Budget Compensation: Totals and Summaries 11m Demonstration 04/15
  5. Estimate Grant Expenses 13m Demonstration 04/15
  6. Budget Revenue and Expenses 12m Demonstration 04/15
  7. Find Budget Balances and Projected Carryforward 5m Demonstration 04/15
  8. Get Budget Preparation Reports 10m Demonstration 04/15
  9. Initiate the Review Process 3m Demonstration 04/15

Reviewing Budgets

  1. Approve or Reject Budgets in NUPlans Contributor 2m Exercise
  2. NUPlans Distributed Review Process Reference 04/15

Library

  1. Login to NUPlans Job Aid04/16
  2. NUPlans Budget Preparation Checklists Checklists
  3. NUPlans Contributor Basics Manual 04/15
  4. Budget Preparation Process Reference03/15
  5. Budget Preparation Glossary Glossary
  6. Budget Preparation FAQs Reference 04/15
  7. How to Look Up User Securtity Job Aid 7/16

FMS705 NUPlans for Grants

Registration is optional.
Register: FMS705 NUPlans Web - Online
Begin this course at any time, below.

Online Course

NUPlans for Grants Course Guide04/13/15

Estimating Grant Expenses

  1. Estimating Grant Expenses 13m Demonstration

Library

  1. Login to NUPlans Job Aid04/16
  2. NUPlans Budget Preparation Checklists Checklists
  3. NUPlans Grant Input View Reference
  4. Grant Proposals and Indirects Report in NUPlans Web Tutorial
  5. Grant Proposals in NUPlans Web Job Aid

FMS707 NUPlans Compensation Budgeting

FMS708 NUPlans Fund Budgeting

Course Session

Register: FMS708 NUPlans Fund Budgeting - Classroom

After Class

Budgeting Fund 171
  1. Create a Zero-dollar Expense Budget and Indicate Spending Authority 5m Demonstration 05/15
  2. Budget Expenses and Indicate Spending Authority from Reserves 6m Demonstration 05/15
  3. Budget Expenses and Indicate Spending Authority from an Allocation 7m Demonstration 05/15
  4. Budget Expenses and Indicate Spending Authority from Revenue 6m Demonstration 05/15
Manipulating Views
  1. Manipulating Views - NUPlans Budgeting and Forecasting 9m Demonstration
Analyzing and Exporting
  1. Tracing the Data Flow in NUPlans Contributor2m Demonstration
  2. Exporting Data from NUPlans Contributor2m Demonstration

Library

General
  1. Login to NUPlans Job Aid04/16
  2. Manipulating Views Manual 05/15
  3. Preparing Budgets in NUPlans Checklist
Allocations
  1. Allocations in NUPlans Tutorial 05/15
Views in NUPlans Contributor
  1. Budget Input Views in NUPlans Contributor Reference
  2. Carry Forward View in NUPlans Contributor Reference
  3. Modify Carry Forward View in NUPlans Contributor Reference
  4. Allocations View in NUPlans Contributor Reference
Chart String Maintenance in NUPlans Web
  1. Add Account to Chart String Tutorial
  2. Change Chart String Status Tutorial
Commitments in NUPlans Web
  1. Commitment Budgeting Visual Aid 4/15
  2. Commitment Budgeting Job Aid 4/15
Reports in NUPlans Web
  1. Budget Preparation Reports Reference 4/15

FMS706 NUPlans Advanced Topics (Optional)

Registration is optional.
Register: FMS706 NUPlans Advanced Topics (Optional) - Online
Begin this online course at any time, below.

Online Course

How to Complete: NUPlans Advanced Topics (Optional) 04/15

Part 1: Manipulating Views

  1. Manipulating Views Manual 05/15
  2. Manipulating Views - NUPlans Budgeting and Forecasting 9m Demonstration

Part 2: Using Data Spreading

  1. Using Data Spreading Job Aid 05/13

Part 3: Using Sandboxes

  1. Using Sandboxes Job Aid 05/13

Manage Budgets in NUFinancials and Cognos BI

Please visit myHR Learn for FMS720 NUFinancials Budget Adjustments

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Please be sure to update your bookmarks/favorites.

Please visit myHR Learn for FMS722 NUFinancials Budget Searches

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Please visit myHR Learn for FMS723 Reconciling Budgets

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Forecast in NUPlans

NUPlans has undergone an upgrade (Oct. 2015) to add new functionality, improved performance, and an easier login process.

Application Changes

  1. NU Plans Application Changes - Fall 2015 36m Webinar
  2. NUPlans Application Changes - Fall 2015 Presentation
  3. NUPlans Application Changes - Fall 2015 Reference

FMS716 NUPlans Forecasting Basics

Registration is optional.
Register: FMS716 NUPlans Forecasting Basics – Online
Begin this online course at any time, below.

Online Course

NUPlans Forecasting Basics Course Guide 02/15

Part 1: Get Started

  1. Navigate in NUPlans Forecasting 15m Demonstration 03/16
  2. Navigate in NUPlans Forecasting Transcript 03/16
  3. Enter Data in NUPlans Forecasting 11m Demonstration 03/16
  4. Enter Data in NUPlans Forecasting Transcript 03/16

Part 2: Enter Forecasts

  1. Enter a Forecast in Detailed Forecasting 5m Exercise 03/16
  2. Enter a Forecast in Chart String Forecasting 5m Exercise 03/16

Part 3: NUPlans Forecasting Process

  1. NUPlans Forecasting Options Overview 3m Presentation 03/16
  2. NUPlans Forecasting Options Transcript 03/16
  3. Part 1: Detailed Forecasting 13m Demonstration 03/16
  4. Part 2: Chart String Forecasting 13m Demonstration 03/16
  5. Part 3: Summary Forecasting 7m Demonstration 03/16
  6. Part 4: All Funds Performance 9m Demonstration 03/16

Library

  1. Login to NUPlans Job Aid04/16
  2. NUPlans Forecasting Overview System Overview 03/16
  3. NUPlans Forecasting Basics Manual 03/16
  4. How to Look Up User Securtity Job Aid 7/16

FMS717 NUPlans Operational Forecasts

Payments

 

Please visit myHR Learn for FMS807 Employee Expense Reports

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Tutorial: Expense Reports in NUFinancials play button

Tutorial: Cash Advance in NUFinancials play button

 

Please visit myHR Learn for FMS832 Payment Requests

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Please be sure to update your bookmarks/favorites.

 

Tutorial: Payment Requests in NUFinancials play button

 

 

Purchasing

 

Please visit myHR Learn for FMS801 Shopping iBuyNU

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Please visit myHR Learn for FMS803 Requester Basic Topics

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Please visit myHR Learn for FMS815 Requester Advanced Topics

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Tutorial: Supplier Registration play button

 

 

Please visit myHR Learn for FMS816 Receipts

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Please visit myHR Learn for FMS840 Supplier Contract Management

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Grants

Sponsored Research Overview 5m 01/13

FMS502 InfoEd Proposal Development

Course Session

Register: FMS502 InfoEd Proposal Development - Classroom

After Class

  1. Set Up Questions and Template 15m Demonstration 11/12
  2. S2S Tabs & Submission to Pre-route 64m Demonstration 11/12
  3. Submission to Final Route 5m Demonstration 11/12
  4. Non-S2S Proposals, Set Up Questions to Submission to Pre-route 46m Demonstration 11/12
  5. NEW InfoEd v15 Upgrade 30m Webinar
  6. InfoEd Proposal Review Workflow 32m Webinar

Library

Navigation
  1. Access and Home Page in InfoEd Training Guide
Proposal Entry
  1. New Proposal Questionnaire and Setup Questions Training Guide
  2. Proposal Dev Non S2S Proposals Training Guide
  3. Conflict of Interest in PD Job Aid
  4. Sponsor Validation Options Job Aid
  5. SF424 Page Training Guide
  6. Additional Proposal Dev Forms Training Guide
  7. Project Summary Aid Job Aid
  8. Budget Preparation Training Guide
  9. Modular Budget Preparation Training Guide
  10. Building a Subk Budget S2S Job Aid
  11. Progress Reports in InfoEd Job Aid
  12. Key Points T32 Training Proposals Job Aid
  13. Proposal Routing Form Training Guide
Proposal Routing
  1. Pre-Route Signoff and Final Route Signoff for Proposals Training Guide
  2. Insert Yourself into Pre-Route Job Aid
  3. Department Pre-Route Diagram Reference 06/12
  4. Routing and Workflow in InfoEd PD Diagram Reference 03/16
  5. Proposal Workflow Action Items Job Aid
  6. Award Workflow Action Items Job Aid
  7. InfoEd Status Definitions Job Aid
General
  1. InfoEd Workflow Maps Reference
  2. Print Assembled Proposal Job Aid
  3. Profile Administrator Update Profile Job Aid
  4. Set-up Delegation Rights in InfoEd Job Aid
  5. Edit Email Notifications Job Aid
  6. Link Proposals to Protocol Job Aid
  7. Link Protocol to Proposals Job Aid
  8. InfoEd Validations Job Aid
Principal Investigator
  1. PI Approval Route from Email Notification Job Aid
  2. PI Approval Route Signoff Action Item Job Aid

FMS503 InfoEd Approvals

Online Course

Register: FMS503 InfoEd Approvals - Online
Begin this online course at any time, below.

  1. Approvals for Principal Investigator 8m Demonstration 11/12
  2. Approvals 8m Demonstration 11/12
  3. InfoEd Approvals Presentation 06/15

Library

  1. PI Approval Route from Email Notification Job Aid
  2. PI Approval Route Signoff Action Item Job Aid
  3. Department Pre-route Diagram Reference 06/12
  4. Routing and Workflow in InfoEd PD Diagram Reference 10/12

FMS504 Reports in Sponsored Research

Online Course

Registration is optional.
Register: FMS504 Reports in Sponsored Research
Begin this online course at any time, below.

  1. Reports in Sponsored Research Presentation 07/14
  2. Reports in Sponsored Research 1h Webinar 07/14

FMS505 Managing Sponsored Projects

Before Class

  1. The Grant Chart String 3m Overview 12/13
  2. Chart of Accounts Quick Reference Reference 09/14
  3. Grants Training Plan Reference

Course Session

Register: FMS505 Managing Sponsored Projects - Classroom

After Class

  1. InfoEd Proposal Tracking 20m Demonstration 12/13

Library

General
  1. Managing Sponsored Projects Presentation12/14
  2. Award Management Quick Reference Guide Reference
  3. Sponsored Research Checklist Reference
  4. Reading the GM045 Report Tutorial09/13
  5. Reading the GM045 Sponsored Project Budget Statement Job Aid
  6. Reading the GL008 Tutorial 09/13
  7. Reading the GL008 Revenue & Expense Activity Report Job Aid
InfoEd
  1. Access and Home Page in InfoEd Training Guide
  2. Viewing Budget in InfoEd Training Guide
  3. Viewing Clinical Trials Training Guide
  4. Viewing Agreements & Contract Status Job Aid
NUFinancials
  1. Viewing Post-Award Grant Data in NUFinancials Training Guide
  2. 02/13Prepare Transfer Journals for Fund 191 and Fund 193 Job Aid
  3. Prepare Transfer Journals for Fund 192 Job Aid
  4. Searching for Sponsor Invoices Job Aid
  5. Searching for Sponsor Payments Job Aid
  6. Transaction Status Definition Reference05/14
  7. Create a Requisition for a Purchase of Capital Equipment Training Guide
  8. Special Requisition: Grant Subcontract Training Guide
  9. Creating Correction Journals Training Guide
  10. Finding the Original Journal ID for Expense Reports, Cash Advances & Vouchers Job Aid
  11. Viewing Budget Performance Using Budget Details Training Guide
  12. Viewing Budget Performance Using Budget Overview Training Guide
  13. Using Budget Overview for Project Budgets Reference
  14. Viewing Payroll Suspense Job Aid
  15. Email Notifications Job Aid

FMS506 InfoEd Proposal Development for OSR

FMS507 Clinical Trials Proposals in InfoEd PD

Course Session

Register: FMS507 Clinical Trials Proposals in InfoEd PD - Classroom

After Class

  1. Clinical Trials Proposals in InfoEd PD 27m Demonstration 11/12
  2. Clinical Trials Presentation Presentation 04/12

Library

  1. Clinical Trials Proposals Training Guide

Reporting

Financial Reporting Overview 5m Overview 01/13

FMS112 Running and Scheduling Reports

FMS114 Reading Cognos Reports

Registration is optional.
Register: FMS114 Reading Cognos Reports - Online
Begin this online course at any time, below.

Online Course

  1. Reading Cognos Reports Course Guide 02/14

Essential Reports Basics

  1. Reading the GL005 Summary Budget Status Report - Basics 10m Tutorial
  2. Reading the GL008 Revenue & Expense Activity Report - Basics 10m Tutorial 02/14
  3. Reading the GM044 Sponsored Project Portfolio 7m Tutorial 09/14
  4. Reading the GM045 Sponsored Project Budget Statement - Basics 10m Tutorial

Management Reports

  1. Financial Summary Reports Overview 12m Tutorial 03/15
  2. Financial Summary Reports Overview Script Reference 03/15

Library

Reading Common Reports
  1. GL005 Summary Budget Status Report Job Aid
  2. GL008 Revenue & Expense Activity Report Job Aid
Reading Grant Reports
  1. GM044 Sponsored Project Portfolio Job Aid
  2. GM045 Sponsored Project Budget Statement Job Aid
Reading Income Statement Report
  1. GL077 Income Statement Report Manual 09/14
  2. Use the NUFinancials Tree Viewer Reference 09/14
Reading Supply Chain Reports
  1. SC030 Open Travel Authorizations Job Aid
  2. SC028 Voucher Activity by DeptID Job Aid
  3. SC032 Workflow Metrics Report Job Aid
  4. SC034 P-Card Activity Report Job Aid
Reading Management Reports (Financial Summaries Excluding Agency and Multi-Year Funds)
  1. GL068 Financial Summary Job Aid
  2. GL069 Financial Summary (Including Multi-Year Funds) Job Aid
  3. GL070 Financial Summary with Project Purpose Job Aid
  4. GL071 Financial Summary – Historical Comparison Job Aid
  5. GL074 Financial Summary with Management Level & Project Purpose Job Aid

FMS103 Cognos Query Studio

Register: FMS103 Cognos Query Studio - Classroom

Library

  1. Cognos BI Ad Hoc Reporting Presentation 01/15
  2. Navigating Cognos Query Studio Reference 01/15
  3. Building Ad Hoc Reports in Cognos Query Studio Training Guide 09/14
  4. Running Cognos Ad Hoc Query Reports Job Aid

GL008 Adhoc Express Queries

  1. Run the GL008 Adhoc Express Queries In Class Exercise 01/15
  2. Customize the GL008 Adhoc Express Queries In Class Exercise 01/15

NUFinancials Adhoc

  1. Data Definitions: Ledger KK Summary Reference 09/14
  2. Data Definitions: Ledger KK Detail Reference 09/14
  3. List Total Paid to Vendors In Class Exercise 01/15
  4. Calculate Net and Fund Balance In Class Exercise 01/15
  5. Display Expenses by Project In Class Exercise 01/15
  6. Expenses by Category Chart In Class Exercise 01/15

FAMIS Adhoc

  1. List Paycodes and Costs In Class Exercise 01/15
  2. List Daily Parts Issued In Class Exercise 01/15
  3. Display Job Costs by Job Cost Type In Class Exercise 01/15

FMS121 Introduction to Query

(This course is by invitation only.  Contact Administrative Systems Training for more information.)

Library

  1. Introduction to Query for Query Developers Training Guide 06/15
  2. Introduction to Query: View Access Only Training Guide 06/15
  3. Common Records and Fields Reference 06/15
  4. Common Records Relationships Reference

FMS122 Advanced Query

(This course is by invitation only. Contact Administrative Systems Training for more information.)

Library

  1. Advanced Query for Query Developers Training Guide 10/12
  2. Common Records and Fields Reference 06/15
  3. Common Records Relationships Reference

Facilities

FMS900 FAMIS Service Requests

Online Course

Registration is optional.
Register: FMS900 FAMIS Service Requests - Online
Begin this online course at any time, below.

  1. FAMIS Service Requests 18m Tutorial 01/13
  2. Course Transcript Transcript 01/13
  3. Presentation Presentation 06/15

Library

  1. How to Create a Service Request Training Guide
  2. How to Search and View a Service Request Training Guide

FAMIS Navigation Basics

Library

  1. Introduction to FAMIS 10m Demonstration 12/13
  2. FAMIS Admin Navigation Basics 11m Demonstration 12/13
  3. FAMIS Admin Navigation Basics Training Guide
  4. How to Create and Use Workbenches Training Guide

FAMIS Web-Facilities Management only