BUworks: Funds Management Reporting (Intermediate)
Funds Management Business Warehouse Reports (Intermediate)
Course type: Hands-on lab; participants will use their own data in the production environment
Course level: Intermediate
Expected duration: 1.5 hours
Description: This session will be jointly led by the BW trainer and a representative from the Budget Office. We will continue the exploration of Funds Management (FM) begun in the FM Basic lab, with a focus on month- or year-end close. In that context, we will explore how to find open commitments, journal entries, Internal Service Requests, etc.
With input from the attendees and the instructor, we will collaboratively develop answers to additional questions submitted by lab participants.
Target Audience: Employees who want to improve their skills in exploring and understanding Funds Management reports and data.
1. Confirmation from employee’s manager that this course is appropriate to employee’s business role.
2. Prior completion of the Funds Management (Basic) course.
3. Significant experience using existing BW Funds Management reports.