Training Resources by Module
| PROCESS & SECURITY | FILE TYPE |
|---|---|
| College Plan File Process Status Report Guide | |
| Plan File Process Status Report Guide | |
| User Access Audit | |
| Access Provisioning Instructions | |
|
|
|
| GENERAL | FILE TYPE |
| Module User Data Flow Chart | |
| Ambassador Roles & Responsibilities | |
|
|
|
| ALL FUNDS | FILE TYPE |
| Slides | PowerPoint |
| Definitions Guide | |
|
|
|
| OPERATING BUDGET | FILE TYPE |
| Slides with Scenarios & Solutions | PowerPoint |
| Definitions Guide | |
| ERE Sweep Utility Information document | |
| Sponsored Revenue & Expense Guide | |
| Commitment Transfer Process Guide | |
| PFDT Training Guide-Calculation Examples | Excel |
| PFDT Training Guide | |
| B0933 Budget Reconciliation Report | |
| Financial Actuals Trend Report | |
| Consolidated Summary Drill Report | |
| Operating Budget & Trend Analysis Report | |
| Org and Planning Fund Pivot Report | |
| Transfers Review Report | |
| Historical Transfers Report | |
|
|
|
| BUDGET REQUEST MODULE | FILE TYPE |
| Slides with Scenarios & Solutions | PowerPoint |
| Definitions Guide | |
| Budget Request Overview | |
|
|
|
| LABOR MODULE | FILE TYPE |
| Slides with Scenarios & Solutions | PowerPoint |
| Definitions Guide | |
| Why Labor Planning Slides | |
| Pay Period Spread Guides | |
| Pay Period Spread Math | Excel |
| Funding Org Position Planning Budget Report Guide | |
| Funding Org Position Planning Monthly Budget Report Guide | |
| Home Org Roster by Funding Org and Fund Guide | |
| Personnel Budget & Trend Analysis Report Guide | |
| Position or Employee Planning Budget Report Guide | |
| Faculty Recruitment & Start-Up Costs | |
|
|
|
| RCM PLANNING MODULE | FILE TYPE |
| Module User Guide | |
|
|
|
| KFS LOAD TOOL | FILE TYPE |
| Module User Guide | |
| Training Slides | |
| Communication to CABO | |