Training Materials

eDev Course Description: FMS804

eDev Course Description: FMS711

Online demo: FMS711 09/09
Requires VPN from off campus

1. Chart of Accounts Quick Reference Guide 08/10
2. Which Journal Should I Use? 09/11
3. Actuals Portal Sample Transactions 11/12
4. Creating Correction Journals 10/12
5. Finding the Original Journal ID for Expense Reports, Cash Advances, & Vouchers 09/11
6. Creating Transfer Journals 10/12
7. Recording NU Internal Sales (Internal Sales Journal) 11/12
8. Correcting an Internal Sale (Internal Sales Journal) 11/12
9. Searching for Journals (Actuals Portal) 11/12
10. Troubleshooting for Actuals Journals 11/12
11. Processing Transactions that have Exceeded the 90-day Guideline 09/09
12. Why are the Debits and Credits Doubling? Understanding Cash Offset Lines 02/09

1. Creating a Journal Spreadsheet 01/12
2. Searching for Spreadsheet Journals 11/12
3. Troubleshooting for Actuals Journals 03/10

eDev Course Description: FMS750

1. Asset Management Self Service Presentation 10/12
2. Job Aid: Asset Management Self Service Requests 10/12
3. Job Aid: Item Category for Assets & Account ChartField 10/12
4. Job Aid: Item Categories for Assets and Account Codes for Capital Equpment 11/12

eDev Course Description: FMS751

1. Asset Management View Access Presentation 10/12
2. Job Aid: Item Categories for Assets and Account Codes for Capital Equpment 10/12
3. Job Aid: Asset Management View Access 12/11

Part 1: NUPlans Presentations

1. Presentation: NUPlans Basics 03/13
2. Presentation: NUPlans Security 03/13
3. Presentation: NUPlans Workflow 03/13
4. Presentation: NUPlans Versioning 03/13

Part 2: NUPlans Guided Tour

1. Demo: NUPlans Guided Tour 03/13
2. Reference: Changes for Feinberg 04/13

Supplemental Materials

1. Job Aid: Login to NUPlans 04/13
2. Glossary: Budget Preparation Glossary 03/13
3. FAQs: Budget Preparation FAQs 03/13

eDev Course Description: FMS701

Exercises:
Find and Display Rows 5/10/12

Filter Rows 5/10/12

Show/Hide Columns 5/10/12

1. Participant Workbook: NUPlans Contributor Basics 03/13
2. Guide: NUPlans Contributor Navigation and Basics 04/13
3. Guide: NUPlans Workflow for Budget Preparation 03/13

eDev Course Description: FMS704

Exercise:
Use of Fund Balance 5/10/12

1. Participant Workbook: NUPlans Contributor Budgeting 04/13
2. Reference: NUPlans Compensation Chart String Statuses 04/13
3. Guide: NUPlans Compensation Views 05/13
4. Example: Compensation Views
5. Guide: NUPlans Grants Input View 04/13
6. Example: Grant Input View
7. Guide: NUPlans Budget Drivers View 04/13
8. Guide: NUPlans Fund Views 04/13
9. Example: Fund View
10. Guide: NUPlans Carry Forward View 04/13
11. Example: Carry Forward View
12. Guide: NUPlans Allocations View 04/13

eDev Course Description: FMS705

How to Complete: NUPlans Web Learner's Guide 05/13

Part 1: Introduction to NUPlans Web

1. Demo: Using NUPlans Web 04/13
2. Demo: NUPlans Web in the Budget Preparation Process 04/13

Part 2: Allocations

1. Tutorial: Allocations in NUPlans 05/13
2. Script: Allocations in NUPlans 05/13

Part 3: Chart String Maintenance

1. Tutorial: Add Accounts to Chart Strings 04/13
2. Tutorial: Change Chart String Status 04/13
3. Tutorial: Add New Grant Proposals 04/13
4. Tutorial: Add Salary Placeholder 04/13
5. Job Aid: Chart String Maintenance in NUPlans Web 04/13

Part 4: Commitments

1. Tutorial: Commitments Process in NUPlans Web 04/13
2. Job Aid: Commitments in NUPlans Web 04/13

Part 5: Reports

1. Reference: Budget Preparation Reports 04/13
2. Example: Budget Report
3. Example: Budget Summary Report
4. Example: Budget Version Report
5. Example: Budgeted Results
6. Example: Historical Budget Report
7. Example: Indirects Report

Part 6: Versions

1. Tutorial: NUPlans Web Versions 05/13
2. Reference: NUPlans Distributed Review Process 05/13
3. Job Aid: NUPlans for Internal Reviewers 05/13

eDev Course Description: FMS706

How to Complete: NUPlans Optional Extras 05/13

1. Presentation: Using Data Spreading 05/13
2. Presentation: Manipulate Views 05/13
3. Presentation: Using Sandboxes 05/13
4. Job Aid: Using Data Spreading 05/13
5. Job Aid: Hide/Show Columns 05/13
6. Job Aid: Filter Rows 05/13
7. Job Aid: Sort Columns 05/13
8. Job Aid: Using Sandboxes 05/13

eDev Course Description: FMS720

eDev Course Description: FMS722

Online demo: FMS722 07/09
Requires VPN from off campus

1. Viewing Budget Performance Using Budget Details 11/12
2. Viewing Budget Performance Using Budget Overview 11/12
3. Using Budget Overview for Project Budgets 11/12
4. NUFinancials Ledger Groups 11/12

eDev Course Description: FMS723

Online demo: FMS723 09/09
Requires VPN from off campus

1. Reconciling Your Budget Presentation 10/11
2. Reconciling Your Budget Quick Reference Guide 04/10
3. Viewing Payroll Suspense 11/12
4. Job Aid: SC016 Open Encumbrance Report Explanation 05/09
5. Job Aid: Match Exception Query 08/09
6. Job Aid: SC027 Match Exception Report Explanation 10/11
7. Job Aid: SC026-Expenses Submission/Workflow Report Explanation 10/09
8. Job Aid: GL068 Report 09/09
9. Job Aid: GL069 Report 09/09
10. Job Aid: GL070 Report 09/09
11. Job Aid: GL071 Report 09/09

eDev Course Description: FMS740

eDev Course Description: FMS807

Expenses & Advances
Online demo: FMS807 07/09
Requires VPN from off campus

Expense Reports

1. Entering an Expense Report 10/12
2. Job Aid: Expenses Entry Quick Reference 06/12
3. Job Aid: Entering Foreign Currency 10/12
4. Using the Visitor's Expense Report 04/11
5. Job Aid: Expenses & Travel Auth at Fiscal Year End 08/10
6. Job Aid: FYE Expense Budget Check Error 08/10
7. Job Aid: Using Per Diem on an Expense Report 09/12

Advances

1. Requesting an Advance 10/12
2. Applying an Advance 10/12

General

1. Common Errors for Expense Transactions 01/09
2. Managing Expense/Advances 10/12
3. Job Aid: Add Proxy Access
4. Job Aid: Expense/Advance Payment Status 10/12
5. Job Aid: SC026-Expenses Submission/Workflow Report Explanation 10/09
6. Job Aid: Employee Expense Report Checklist 07/12

eDev Course Description: FMS900

eDev Course Description: FMS502

Webinar:
Proposal Development Presentations 11/19/12
Requires VPN from off campus

Navigation

1. Job Aid: Access and Search in InfoEd 06/12
2. Accessing and Navigating InfoEd 06/12
3. Searching for Proposals in InfoEd 06/12

Proposal Entry

1. New Proposal Questionnaire and Set-up Questions 10/12
2. Proposal Development for non System-to-System Proposals 03/13
3. Job Aid: Conflict of Interest in Proposal Development 08/12
4. Job Aid: Sponsor Validation Options 06/12
5. SF424 Page 06/12
6. Additional Proposal Development Forms 03/13
7. Job Aid: Project Summary 03/13
8. Budget Preparation 08/12
9. Modular Budget Preparation 08/12
10. Job Aid: Building a SubK Budget for S2S Proposals 11/12
11. Job Aid: Progress Reports in InfoEd 10/12
12. Job Aid: Key Points on T32 Training Proposals 05/12
13. Proposal Routing Form 06/12
    

Proposal Routing

1. Pre-Route for Review and Approvals, Revisions, and Final Route to Submission 06/12
2. Pre-route Signoff and Final Route Signoff Principal Investigators 06/12
3. Job Aid: Submit to PI Approval Route 06/12
4. Job Aid: Pre-Route and Final Route of PI Signoff 06/12
5. Job Aid: Insert Yourself into Pre-Route 06/12
6. Job Aid: Department Pre-route Diagram 06/12
7. Job Aid: Routing and Workflow in InfoEd PD Diagram 06/12
   

General

1. Job Aid: InfoEd Workflow Maps 06/12
2. Job Aid: Print Assembled Proposal 06/12
3. Job Aid: Profile Administrator: Update Faculty Contact Information Enter Delegation Access 06/12
4. Job Aid: Request Addition of New Sponsor 10/12
5. Job Aid: Request Addition of New Subcontractor 10/12

Principal Investigator

1. Delegation of PI Signature in Proposal Development 09/11
2. Job Aid: PI Approval Route for Signoff from Email Notification 11/12

eDev Course Description: FMS503

Webinar:
Proposal Development Presentations 11/21/12
Requires VPN from off campus

1. Presentation: InfoEd Approvals 01/13
2. Job Aid: Proposal Approvals from Email Notification 11/12
3. Job Aid: Department Pre-route Diagram 06/12
4. Job Aid: Routing and Workflow in InfoEd PD Diagram 04/12

eDev Course Description: FMS505

General

1. Managing Sponsored Projects Presentation 08/12
2. Grants Training Plan 05/12
3. Award Management Quick Reference Guide 06/12
4. Sponsored Research Checklist 08/12
5. Job Aid: Create a Requisition for a Purchase of Capital Equipment 05/12

InfoEd

1. Accessing & Navigating InfoEd 12/09
2. Searching for Proposals in InfoEd 10/09
3. Viewing Budget in InfoEd 01/10
4. Viewing Clinical Trials 10/09
5. Job Aid: Viewing Agreements & Contract Status 12/09

NUFinancials

1. Viewing Post-Award Grant Data in NUFinancials 02/13
2. How to Balance Fund 191 11/11
3. How to Balance Fund 192
4. Searching for Sponsor Invoices 01/10
5. Searching for Sponsor Payments 01/10
6. GL008 Enhancements for Sponsored Projects – May 2012 05/12

eDev Course Description: FMS801

Online demo: FMS801 09/09
Requires VPN from off campus

1. Shoppers Hands-On Session Presentation 07/09
2. Job Aid: Ordering Process 07/09
3. Purchasing Glossary 03/10
4. Purchasing Options at NU 03/10
5. Log in to iBuyNU and Change Password 04/11
6. Job Aid: iBuyNU Password Reset 04/11
7. Shopping Cart Naming Conventions 07/09
8. Job Aid: About Ship To Locations 07/09
9. Search iBuyNU 10/12
10. Job Aid: Create and Assign a Shopping Cart 10/12
11. Job Aid: Assign, Unassign & Re-create Shopping Cart 03/12
12. Comparison Shopping in Hosted Catalogs 07/09
13. Job Aid: Shop Punchouts and Create Cart 07/09
14. Modify Hosted Items in a Shopping Cart 01/11
15. Track Status of Requests (Shopper) 03/12
16. Job Aid: iBuyNU Tracking Quick Reference Guide 03/12
17. Job Aid: Create and Manage Favorites 10/12
18. Job Aid: Assigning Substitute Requester 07/09
19. Job Aid: iBuyNU Print PO or Invoice 03/12

eDev Course Description: FMS803

Online demo: FMS803
Requires VPN from off campus

Webinar:
NUFinancials Lifecycle Viewer 7/13/11

General

1. Requester Basic Topics Presentation
2. General Navigation in NUFinancials 04/12
3. Purchasing Options at NU 03/10
4. Purchasing Glossary 03/10
5. Manage Requisitions (Requesters) 03/10
6. Budget Stages for REQ/PO 03/10
7. Enter a PO Receipt for Non-Catalog Items & Services 03/10
8. Job Aid: Enter a Receipt 11/12
9. Cancel Requisition 03/10
10. Re-Open Canceled Requisition 03/10
11. Job Aid: Ship to Methods
12. Job Aid: Enter Chart Strings Individually or Use Shortcut 11/12
13. Enter Chart Strings: Scenarios 11/12
14. Job Aid: Distribute Chart String by Percent or Amount 11/12
15. Resolve Combination & Budget Check Errors 03/10
16. Job Aid: Email Notifications 03/10
17. Job Aid: Attachments and Comments 11/12
18. Job Aid: Viewing Requisition Attachments 10/12
    
19. Job Aid: Printing an Unauthorized PO 04/11
20. Job Aid: Item Categories for Assets and Account Codes for Capital Equpment 05/12

Catalog

1. Catalog Requisition Search iBuyNU & Create Cart 01/11
2. Search iBuyNU 10/12
3. Job Aid: Create a Catalog Requisition from Your Own Shopping Cart 07/09
4. Catalog Requisition Assigned Cart 01/11
5. Job Aid: Create a Requisition from Assigned Shopping Cart 03/10
6. Comparison Shopping in Hosted Catalogs 02/10
7. Create and Manage Favorites 10/12
8. Catalog Requisition Favorites 11/12
9. Job Aid: Create a Catalog Requisition from Favorites 10/12
10. Track Status in iBuyNU 03/12
11. Job Aid: iBuyNU Tracking Quick Reference Guide 03/12
12. Assigning Substitute Requester 07/09
13. Action Items Box 07/09
14. Job Aid: iBuyNU Print PO or Invoice 03/12
15. Job Aid: View iBuyNU Item Description in Manage Requisitions 05/12

Non-catalog

1. Non-Catalog Requisition 11/12
2. Job Aid: Create a Non-Catalog Requisition 11/12
3. Non-Catalog Special Requisition: Blanket 08/11
4. Job Aid: Create a Blanket Requisition 11/12
5. Non-Catalog Special Requisition: Receive by Dollar Amount 11/12
6. Non-Catalog Special Requisition: Grant Subcontract 11/10
7. Job Aid: Create a Pre-Payment Requisition Using Hold Check 11/12

eDev Course Description: FMS815

Online demo: FMS815 08/09
Requires VPN from off campus

1. Requester Advanced Topics Presentation
2. Manage Requisitions (Requesters) 03/10
3. Job Aid: View Payments to Vendors and Non-employees 11/12
4. Job Aid: Review Vendor Payments by DeptID
11/12
5. Job Aid: Enter a Receipt 11/12
6. Edit Requisitions 03/10
7. Submit a Request to Change a Purchase Order 11/12
8. Job Aid: Cancel a Receipt for a Changed or Rolled PO 11/12
9. Create a Receipt for a Changed or Rolled PO 03/13
10. Job Aid: Non-catalog Corrections: When and How? 03/11
11. Submit Request to Add/Update Vendor 03/13
12. Job Aid: Vendor Look Up 11/12
13. Job Aid: Line Defaults & Modify Line/Shipping/Accounting 03/10
14. Job Aid: Using the Attention Field 03/09
15. Job Aid: Attachments and Comments 11/12
16. Job Aid: Viewing Requisition Attachments 11/12
17. Job Aid: Non-Catalog Favorites 04/09
18. Job Aid: Hold PO from Further Processing Function 03/10
19. Job Aid: Create a Pre-Payment Requisition Using Hold Check 11/12
20. Job Aid: Credits from Vendors 11/12
21. Job Aid: Determining a Blanket Balance 11/12
22. Job Aid: Item Categories for Assets and Account Codes for Capital Equpment 11/11
23. Create a Requisition for a Purchase of Capital Equipment 11/12
24. Lifecycle Viewer 11/12

eDev Course Description: FMS832

Webinars:
Online Voucher Policies & Procedures 10/13/11

Entering an Online Voucher 10/13/11

Tracking Online Vouchers 10/13/11

1. Online Voucher Presentation 05/10
2. Entering an Online Voucher 10/12
3. Submit Request to Add/Update Vendor 10/12
4. Job Aid: Entering an Online Voucher 10/12
5. Job Aid: Using the Contracted Services Form for U.S. Residents 05/10
6. Job Aid: Using the Visitor's Expense Report 10/12
7. Job Aid: Tracking & Troubleshooting Online Vouchers 10/12
8. Job Aid: Documentation & Scanning Tips 03/11
9. Job Aid: Vendor Look Up 10/12
10. Job Aid: Online Voucher Payment Links 04/10
11. Job Aid: Online Voucher at Fiscal Year End 08/11
12. Job Aid: Enter Online Voucher - Error Message 05/11
13. Job Aid: New Online Voucher Entry Search Sept 2011 08/11
14. Job Aid: Viewing Online Voucher Payments 08/11

eDev Course Description: FMS103

You must have Cognos Ad Hoc Query Author security to access this reporting environment.

1. Cognos Ad Hoc Reporting Presentation 12/11
2. Navigating through Cognos NUFin Ad Hoc (Query Studio) 11/12
3. Building a Report Using Cognos NUFin Ad Hoc (Query Studio) 11/12
4. Data Definitions for Cognos NUFin Ad Hoc (Query Studio) 11/12
5. Data Definitions: Ledger KK Detail 11/12
6. Job Aid: Running Cognos Ad Hoc Query Reports 1/12

eDev Course Description: FMS111

Online demo: FMS111 08/09
Requires VPN from off campus

Webinar:
May 2011 GM045 Updates 5/18/11

Webinar:
May 2011 Cognos Prompts 4/27/11

1. Accessing and Running Reports in Cognos 10/12
2. How to Temporarily Change the Default Format 04/10
3. New Prompts: Manager Reviewer 04/11
4. New Prompts: Accounting Period 04/11
5. Which Tree Do I Select? Using the Cognos Department Tree Prompt with Multiple Tree Options 09/11
6. Setting Security Options for Excel 05/11
7. Job Aid: Running Cognos Ad Hoc Query Reports 1/12
8. GL008 Enhancements for Sponsored Projects - May 2012 5/12

ChartField Managers & Attributes

1. ChartField Managers 10/10
2. ChartField Attributes 02/11
3. GL074 Financial Summary with Management Level & Project Purpose 12/10

eDev Course Description: FMS113

Online demo: FMS113 08/09
Requires VPN from off campus

1. Save & Schedule Reports for Delivery 05/13
2. Using My Activities & Schedules 10/12

This course is by invitation only.

Online demo: FMS121 07/09
Requires VPN from off campus

1. Introduction to Query for Query Developers 03/09
2. Introduction to Query: View Access Only 11/09
3. Common Records and Fields
4. Common Records Relationships

This course is by invitation only.

1. Advanced Query for Query Developers 10/12