The Budget and Planning Department is offering a beginner’s PeopleSoft budget training session for Potsdam Faculty and Staff who access and manage budget information as follows:
Thursday, October 10th from 8:45 am- 10:45 am ( @ Snell Computer lab Rm 239)
These training sessions are for those who are new to PeopleSoft and will be responsible for managing a department, project, and/or grant budget. Those needing a review or who have questions are also welcome.
The training is designed to start at the highest level and progress to more detail for those who are interested in digging deeper. Individuals interested only in inquiring at a high level are free to leave prior to the end of the session.
Each participant will have a hands-on opportunity to try out and save as favorites the following:
· On-line dashboard with a single line for each project/grant or department
· On-line budget overview at a more detailed level
· Queries to obtain transaction details for any specified period of time
· User initiated nVision reports to the web
Please note, there are 12 seats available for this session, if interest exceeds this then additional sessions will be scheduled.
To sign up, please contact Hope Walker directly at hwalker@clarkson.edu or at ext. 2138.
In order to participate fully in the training, please ensure that you have access & security profiles set up in PeopleSoft Financials and have successfully logged in at least once prior to signing up for the training.