BUworks: Intermediate/Advanced Funds Management Reporting Concepts
Course type: Hands-on lab; participants will use their own data in the production environment
Course level: Intermediate/Advanced
Expected duration: 2 hours
Description: we will use Business Warehouse (BW) Funds Management (FM) reports to address common questions that arise for financial managers regarding budgets, actuals, open commitments, P-card activity, etc. In the process of our examination, we will rely on a number of BW tips and techniques to analyze data available in the Business Warehouse environment.
Target Audience: administrators responsible for monitoring departmental/college/center financial activity and who use FM reports. This workshop is for anyone who wants to deepen their understanding of Funds Management data and the BW reporting tool.
1. Confirmation from employee’s manager that this course is appropriate to employee’s business role.
2. Completion of the instructor-led Funds Management Reporting (Basic) lab.
3. Access to and experience with BW Funds Management reports.