Finance/WebGUI


BUworks: Journal Entry Lab

Journal Entry Lab

Course type: Hands-on lab; where participants will log in as themselves and use their own data in the production (live) environment
Course level:  Basic
Expected duration: 2 hours

Description: We will explore how to create, change, and use Journal Entries as part of the process to manage the accuracy of expenses charged to your cost objects. 

Target Audience:  departmental administrators with budget or grant responsibilities.

 

Prerequisites/Requirements:  Confirmed with your Manager and/or Supervisor that this course is appropriate to your business role.  You must have the Department Submitter Role (E.FI.Department_Submitter Role).  This role will allow access to the WebGUI transactions which will be covered.

 

For additional information on Journal Entry go to: https://prw.buw.bu.edu/gm/folder-1.11.11039 or contact iguiller@bu.edu.

 

Sections

Monday, September 8, 2014 2:00pm - 4:00pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.
Monday, September 22, 2014 1:00pm - 3:00pm
Charles River Campus
Webinar room , .
Monday, October 6, 2014 10:00am - 12:00pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: Funds Reservation

Funds Reservation

Course type: Hands-on lab
Course level:  Basic
Expected duration: 2 hours


Description:  This functionality allows allocation of committed projected expenditures to a Cost Objects in the BUworks WebGUI ECC system; eliminating the need of a shadow system.  The results reflect the true available balance allowing for an accurate budgeted projection for your areas quarterly or annual budget confirmations.

Fund reservation transactions provide a manual method of committing known expenses throughout your annual budget year or grant duration.  It is an efficient and effective way to manage and maintain your departments operational and salary budgets.

Here are some examples of anticipated expenses that funds could be reserved for:  business related travel trips, college or department events, special research projects, salary, and departmental or research costs.

Target Audience: Departmental administrators with budget or grant responsibilities.

Prerequisites/Requirements:  Confirmation from employee’s manager that this course is appropriate to employee’s business role.   You are required to at least have the Department Submitter Role. (E.FI>Department_Submitter - Role).

For additional information on Funds Reservation go to: https://prw.buw.bu.edu/gm/folder-1.11.11043 or contact iguiller@bu.edu.
 

Sections

Wednesday, October 15, 2014 2:00pm - 4:00pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: Intro to WebGUI - FI

Intro to WebGUI - FI

Course type: Hands-on lab; where participants will log in as themselves and use their own data in the production (live) environment
Course level: Intro
Expected duration: 2 hours

Description: We will explore and review WebGUI - ECC System navigation and functionality of the BUworks Central Portals financial tool, the Account Crosswalk (ACCT XWalk).  We will also explorer the useful tools available for financial transactions, like creating favorite folder, variants, User settings, and Services for Object features.

Target Audience:  New employees and/or employees who are not familiar or want to improve their skills in exploring and understanding SAP WebGUI ECC Financial system and the options available for end users.

Prerequisites/Requirements:  Confirmed with your Manager and/or Supervisor that this course is appropriate to your business role.  Must have the Department Submitter Role (E.FI.Department_Submitter Role).   This role will allow access to the WebGUI ECC System.

For additional information on WebGUI ECC systems go to https://prw.buw.bu.edu/gm/folder-1.11.11012 or contact iguiller@bu.edu.

Sections

Monday, September 8, 2014 9:00am - 11:00am
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.
Monday, October 6, 2014 3:00pm - 5:00pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: Internal Service Request Lab

Internal Service Request Lab

Course type: Hands-on lab                         
Course level: Basic                                        
Expected duration:  2 hours

Description: We will explore the Internal Service Request process and how to create and manage a request for services from an Internal Service Provider.

Target Audience: (1) employees who are reasonably new to the University or to their business role; (2) department administrators charged with requesting for services from an Internal Service provider.

Prerequisites/Requirements:   You have confirmed with your Manager and/or Supervisor that this course is appropriate to your business role.  You are required to have the Internal Service Requester Role (E.FI.Internal_Service_Requestr - Role).  This role will allow access to the ISR via BUworks Central and WebGUI transactions.

For additional information on Internal Service Requests go to https://prw.buw.bu.edu/gm/folder-1.11.11029 or contact iguiller@bu.edu.

Sections

Wednesday, October 15, 2014 10:00am - 12:00pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: ISR Providers Fulfillment

ISR Provider Fulfillment

Course type: Hands-on lab - participants will use their own data in the production environment
Course level: Basic
Expected duration:  2 hours

Description: We will explore the process of posting charges and credits for services rendered against an Internal Service Request created by an end user requester. 

Target Audience: employees who are reasonably new to the University or to their business role and who work for an Internal Service Provide department

Prerequisites/Requirements:  Review list of Internal Service Providers for Boston University - Internal Service Provider List to be sure your department is on the list.  Confirmation from employee’s manager that this course is appropriate to employee’s business role

For additional information on Internal Service Requests go to https://prw.buw.bu.edu/gm/folder-1.11.11030 or contact iguiller@bu.edu.

Sections

Wednesday, September 10, 2014 10:00am - 12:00pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: Journal Entry Workflow

Journal Entry Workflow

Course Type:  Hands on
Course level: Intermediate
Expected duration: 1 1/2 hours

Description: We will review and explore the workflow process and options available for Journal Entries. 

Target Audience: departmental administrators responsible for submitting and/or approving journal entries.

Prerequisites/Requirements:  Confirmation from employee’s manager that this course is appropriate to employee’s business role.  You are required to at least have the Department Approver Role. (E.FI>Department_Approver - Role).  This role will allow access to WebGUI transactions that will be covered.

For additional information contact iguiller@bu.edu.

Sections

Monday, October 6, 2014 1:00pm - 2:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.
Wednesday, October 22, 2014 1:00pm - 2:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: PO Invoice Workflow

PO Invoice Workflow

Course Type:  Hands on
Course level:  Intermediate
Expected duration:  1 1/2 hours

Description:  We will review and explore the workflow process for PO invoices. Purchase Order invoices over $5,000 requires an approval before Accounts Payable department can release a payment to the vendor. A notification is also sent out to the shopper for PO invoice under $5,000.  If necessary the invoice payment can be placed on hold and released once validation of goods and/or services are confirmation.

Target Audience: departmental administrators with Purchase Order invoice responsibilities.

Prerequisites/Requirements:
Confirmation from employee’s manager that this course is appropriate to employee’s business role.  You are required to at least have the Department Submitter Role. (E.FI>Department_Submitter - Role).
This role will allow access to WebGUI transactions that will be covered.

For additional information on PO invoice workflow go to https://prw.buw.bu.edu/gm/folder-1.11.13134?mode=EU or contact iguiller@bu.edu.

Sections

Wednesday, October 22, 2014 10:00am - 11:30am
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

SAP Account Crosswalk - ACCT XWalk

Intro to WebGUI - FI

Course type: Hands-on lab; where participants will log in as themselves and use their own data in the production (live) environment
Course level: Intro
Expected duration: 2 hours

Description: We will explore and review WebGUI - ECC System navigation and functionality of the BUworks Central Portals financial tool, the Account Crosswalk (ACCT XWalk).  We will also explorer the useful tools available for financial transactions, like creating favorite folder, variants, User settings, and Services for Object features.

Target Audience:  New employees and/or employees who are not familiar or want to improve their skills in exploring and understanding SAP WebGUI ECC Financial system and the options available for end users.

Prerequisites/Requirements:  Confirmed with your Manager and/or Supervisor that this course is appropriate to your business role.  Must have the Department Submitter Role (E.FI.Department_Submitter Role).   This role will allow access to the WebGUI ECC System.

For additional information on WebGUI ECC systems go to https://prw.buw.bu.edu/gm/folder-1.11.11012 or contact iguiller@bu.edu.

Sections

Monday, September 8, 2014 11:30am - 12:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.
Friday, October 17, 2014 10:00am - 11:00am
Charles River Campus
Webinar room , .
Wednesday, October 22, 2014 3:00pm - 4:00pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

Sourcing & Procurement


BUworks: Shopping Cart Creation (Basic) - Hands-on lab

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 1.5 hours

Description: We will explore the basics of shopping cart creation and how to find existing shopping carts. One example of each of the following item type will be covered: with free description, limit, and Terrier Marketplace. 

Target Audience: (1) employees who are reasonably new to the University or to their business role; (2) department administrators charged with ordering goods or services for their department.

Prerequisites/Requirements:
1.    Confirmation from employee’s manager that this course is appropriate to employee’s business role.
2.    At least minimal experience using SAP in their current business role(s). It is not necessary to have created shopping carts.
3.    Confirm that you have access to shopping carts:
  • Go to BUworks Central, click on Procurement, then Place and Manage Orders, and then Shopping Cart.
  • If the shopping cart was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to create shopping carts.
4.    Please review the following 3-minute videos before you attend:

Sections

Tuesday, September 9, 2014 10:00am - 11:30am
Medical Campus
Housman Center (R Building) room R107, 72 East Concord.
Thursday, September 11, 2014 2:00pm - 3:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.
Wednesday, September 24, 2014 10:00am - 11:30am
Medical Campus
Housman Center (R Building) room R107, 72 East Concord.
Thursday, September 25, 2014 10:00am - 11:30am
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: Procurement Approvals - Hands-on lab

Course type: Hands-on lab; participants will use their own data in the production environment
Course level: All
Expected duration: 1.5 hours
Description: We will briefly cover shopping cart creation. Users will then be introduced to items to look for when approving their shopping carts such as: cost center, G/L, delivery address, notes, attachments, track changes, and other approvers. We will also cover purchase order approvals and invoice approvals.
 
Target Audience: Approvers that are required to approve shopping cart, purchase orders, and invoices.


Prerequisites/Requirements:

    Confirmation from employee’s manager that this course is appropriate to employee’s business role.
    At least minimal experience using SAP in their current business role(s).
    Confirm that you have access to shopping carts and a worklist:
     - Go to BUworks Central, click on Procurement, then Place and Manage Orders, and then Shopping Cart.
     - If the shopping cart was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to create shopping carts.
    Please review the following 3-minute videos before you attend:
     - Introduction to the Procure-to-Pay Process
     - Ordering Goods and Services

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Shopping Cart Creation (Intermediate) - Hands-on lab

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Intermediate

Expected duration: 1.5 hours

Description: We will explore the intermediate functions of procurement through BUworks.  Items that will be covered include: user personalization, split cost distribution, add/remove approvers, copy and delete shopping carts, buy on behalf, edit shopping carts that are currently in approval, and create teams for team carts.

Target Audience
: Shoppers who have created more than 10 shopping carts and want to learn more about the available functionality.

Prerequisites/Requirements:

  1.     Confirm that you have completed the Shopping Cart Creation (Basic) course.
  2.     Confirmation from employee’s manager that this course is appropriate to employee’s business role.
  3.     At least minimal experience using SAP in their current business role(s).
  4.     Confirm that you have access to shopping carts:
  •  Go to BUworks Central, click on Procurement, then Place and Manage Orders, and then Shopping Carts
  • If the shopping cart was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to create shopping carts.


    Please review the following 3-minute videos before you attend:

  •     Introduction to the Procure-to-Pay Process - http://www.bu.edu/buworks/help/guides/video/vi_p2p/index.html
  •     Ordering Goods and Services - http://www.bu.edu/buworks/help/guides/video/vi_ogs/index.html

 

Sections

Thursday, August 28, 2014 2:00pm - 3:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

Business Warehouse Reporting


JP Morgan ACCESS ACH Training

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Funds Management Reporting (Basic)

Funds Management Business Warehouse Reports (Basic)

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 2 hours

Description: We will explore the basics of Business Warehouse reporting (sorting/grouping, filtering, saving a view, etc.) in the context of Funds Management (FM) reports. Reports examined will be drawn from the New FM Account Summary area. We will focus on the Unrestricted Budget to Actual by Funds Center report suite, which provides views of budget and actual (revenue and expense) data from the summary level to the line item detail level. The Designated/Restricted fund report suite will also be considered.

Target Audience: (1) employees who are reasonably new to the University or to their business role; (2) department administrators charged with monitoring budgets and actuals (revenues and expenses) who want to review FM reporting basics.

Prerequisites/Requirements: 
1.    Confirmation from employee’s manager that this course is appropriate to employee’s business role.
2.    At least minimal experience using SAP in their current business role(s). It is not necessary to have used a Business Warehouse report.
3.    Confirm that you have access to the FM reporting area:

  • Go to BUworks Central, click on Reporting, then Accounting (FI), and then New FM Account Summary Reports. Click on the first report in the list, Unrestricted Budget to Actual by Funds Center (FC). A Variable Entry screen should be displayed. If so, you have the proper access. Cancel the operation by closing the browser window or tab in which the screen was displayed.
  • If the Variable Entry screen was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to run Funds Management reports.

4.    Please review the following 3-minute videos before you attend:

Sections

Tuesday, October 7, 2014 10:00am - 12:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

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: 2 hours

Description: 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.

Prerequisites/Requirements:

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.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Grants Management Reporting for Administrators (Basic)

Grants Management Business Warehouse Reports (for Administrators)

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 3 hours

Description: We will explore the basics of Business Warehouse reporting (sorting/grouping, filtering, saving a view, etc.) in the context of Grants Management (GM). Reports examined will include the GM Budget vs Actuals report and the Faculty GM reports. We will explore budget and actual (revenues and expenses) activity at the grant, sponsored program, sponsored class, and G/L account levels.

Target Audience: (1) employees who are reasonably new to the University or to their business role; (2) departmental grant administrators who want to review Grant Management reporting basics.

Prerequisites/Requirements: 

  1. Confirmation from employee’s manager that this course is appropriate to employee’s business role.
  2. At least minimal experience using SAP in their current business role(s). It is not necessary to have used a Business Warehouse (BW) report.
  3. Confirm that you have access to the GM reporting area:
  • Go to BUworks Central, click on Reporting, then Accounting (FI), and then Grants Management (Distributed) Reports. Click on the first report in the list, Budget vs. Actuals. A Variable Entry screen should be displayed. If so, you have the proper access. Cancel the operation by closing the browser window or tab in which the screen was displayed.
  • If the Variable Entry screen was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to run Grants Management reports.
  1. Please review the following 3-minute videos before you attend:

Sections

Thursday, October 9, 2014 9:30am - 12:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: Grants Management Reporting (Intermediate)

Course type: Hands-on lab; participants will use their own data in the production environment.

Course level: Intermediate.

Expected duration: 2 hours

Description: We will continue the exploration of Grant Management (GM) reporting begun in the GM lab for Administrators. With input from the attendees and the instructor, we will collaboratively develop answers to questions submitted by lab participants.

Target Audience: employees who want to improve their skills by exploring and understanding Grants Management report data. The lab is designed for administrators who need to dig deep into BW grants reports.

Prerequisites/Requirements:

  1. Confirmation from employee’s manager that this course is appropriate to employee’s business role.
  2. Prior completion of a Grant Management (Administrator) course.
  3. Experience using existing BW Grants Management reports.

Sections

Wednesday, September 24, 2014 10:00am - 12:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: Grants Management Reporting (for Faculty)

Grants Management Business Warehouse Reports (for Faculty)

Course type: Hands-on lab; participants will use their own data in the production environment.

Course level: Introductory

Expected duration: 1-1.5 hours

Description: We will explore the Faculty Grant Management Business Warehouse (BW) reports that were developed specifically for use by faculty to view their grant budget and expense activity at the grant, sponsored program, sponsored class, and G/L account levels. The reports we investigate include Grants by Investigator, Grant Expenses by Sponsored Class, and Grant Expense Detail.

Target Audience: (1) Principal or Co-Principal Investigators who need to monitor grant budgets and expenses; (2) departmental grant administrators who want to learn about this set of GM reports.

Prerequisites/Requirements: 

  1. You should be a PI or Co-PI for an active grant OR a Departmental grant administrator.
  2. Confirm that you have access to the Grants Management reporting area:
  • Go to BUworks Central, click on Reporting, then Accounting (FI), and then Grants Management (Faculty) Reports. Click on the first report in the list, Grants by Investigator. A Variable Entry screen should be displayed. If so, you have the proper access. Cancel the operation by closing the browser window or tab in which the screen was displayed.
  • If the Variable Entry screen was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your Data Security Administrator (DSA) to secure the permissions necessary to allow you to run Grants Management reports.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Payroll Reports (Basic)

Payroll Business Warehouse Reports

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 2 hours

Description: We will explore the basics of Business Warehouse reporting (sorting/grouping, filtering, saving a view, etc.) in the context of employee labor distribution. We will investigate payroll by Organizational Unit and by Funds Center, which will allow us to view payments to students and employees beyond the Organizational Unit boundary. Reports examined will include the Labor distributions Payroll Inquiry by Employee (PA15) report and the Labor Distributions: Funds Center report.

Target Audience: (1) employees who are reasonably new to the University or to their business role; (2) payroll coordinators or managers who want to review Payroll reporting basics.

Prerequisites/Requirements:

1. Confirmation from employee’s manager that this course is appropriate to employee’s business role.


2. At least minimal experience using SAP in their current business role(s). It is not necessary to have used a Business Warehouse (BW) report.


3. Confirm that you have access to the Payroll reporting area:

  • Go to BUworks Central, click on Reporting, then Human Capital Management (HCM), and then Personnel Administration. Click on the report Labor distributions Payroll Inquiry by Employee (PA15). A Variable Entry screen should be displayed. If so, you have the proper access. Cancel the operation by closing the browser window or tab in which the screen was displayed.
  • If the Variable Entry screen was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to run Payroll reports.

4.    Please review the following 3-minute videos before you attend:

Sections

Thursday, September 18, 2014 10:00am - 12:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: Payroll Reporting (Intermediate)

Course type: Hands-on lab; participants will use their own data in the production environment.

Course level: Intermediate.

Expected duration: 2 hours

Description: We will continue the exploration of Payroll reporting begun in the Payroll (Basic) lab. With input from the attendees and the instructor, we will collaboratively develop answers to questions submitted by lab participants.

Target Audience: employees who want to improve their skills by exploring and understanding payroll report data. The lab is designed for payroll coordinators who need to dig deep into BW payroll reports.

Prerequisites/Requirements:

  1. Confirmation from employee’s manager that this course is appropriate to employee’s business role.
  2. Prior completion of a Payroll (Basic) lab.
  3. Experience using existing BW Payroll reports.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Sponsored Program/Research Reporting (Intermediate)

Course type: Hands-on lab; participants will use their own data in the production environment.

Course level: Intermediate

Expected duration: 2 hours


Description: workshop attendees will explore seven new or revised BW reports developed to provide proposal and award data to the research community. In addition to reviewing report functionality, we will also explore the data contained in the reports. Note: lab content is solely focused on proposal and award information and does not explore expense reporting.

Target Audience: members of the research community, including managers and administrators in central and distributed departments, who work with proposal and award data.

Prerequisites/Requirements:
1.    Confirmation from employee’s manager that this course is appropriate to employee’s business role.
2.    Prior completion of a Grant Management (Administrator) course.
3.    Experience using existing BW Grants Management reports.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: BW Reporting and Period-end Closing

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Intermediate

Expected duration
: 2 hours

Description: we will use BW Funds Management (FM) reports to investigate financial activity in preparation for closing a period - whether that period is a single month or an entire Fiscal Year. Revenues, expenses, and open commitments will be examined using a variety of BW tips and techniques.

Target Audience: employees who are responsible for monitoring funds center actuals and for closing financial periods.

Prerequisites/Requirements:

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. Experience using BW Funds Management reports.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Position Budget Reporting - Budget Office

BUworks: Position Budget Reporting

** Attendance is by invitation only per the Budget Office **

Course type: Hands-on lab; participants will use their own data in the production environment.

Course level: Advanced.

Expected duration: 2 hours

Description: workshop attendees will explore two BW reports developed to provide position and budget data to departmental budget developers. In addition to the reports, we will also explore the data contained in the reports.

Target Audience: senior managers responsible for developing departmental budgets.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Position Budget Reporting - by invitation only

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Position Budget Reporting - intro/review

** Attendance is by invitation only per the Budget Office **

Course type: Hands-on lab; participants will use their own data in the production environment.

Course level: introductory

Expected duration: 2 hours

Description: this session will provide an overview of the two Position Budget reports. The session is intended for users who are reasonably new to the reports and/or anyone who would like a formal review of how to run the reports and understand the data they provide.

Using your own data, you will have an opportunity to explore the reports and to leverage them in addressing common use-case scenarios involving budgeted positions. The session will be jointly led by the BW instructor and members of the Budget Office staff.

Target Audience: senior managers responsible for developing departmental budgets.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: Position Budget Reporting - working session

** Attendance is by invitation only per the Budget Office **

Course type: Hands-on lab; participants will use their own data in the production environment.

Course level: Advanced.

Expected duration: 2 hours

Description: this session will be geared toward those who have a high level of comfort with the Position Budget reports. Rather than following a set agenda, the session will be driven by the needs and questions of the attendees. It will be an opportunity to ask questions of the instructor and Budget Office staff and to talk with other users and to share tips and tricks that they have discovered in the past year.

 

Target Audience: senior managers responsible for developing departmental budgets.

Sections

No sections are currently scheduled; please check back again soon!

BUworks: 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 open commitments, P-card activity, and limit orders. 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.

Target Audience: financial administrators responsible for using FM reports who want to deepen their understanding of Funds Management data and the BW reporting tool.

Prerequisites/Requirements:

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. Experience using BW Funds Management reports.

Sections

Thursday, September 4, 2014 10:00am - 12:30pm
Medical Campus
Instructional Building room L1105, 72 East Concord.
Tuesday, September 16, 2014 10:00am - 12:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.
Tuesday, September 16, 2014 10:00am - 12:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.
Tuesday, October 28, 2014 10:00am - 12:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

BUworks: SRM Business Warehouse Reporting for Shoppers and Approvers (Introduction)

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 2 hours

Description: We will explore the basics of Business Warehouse reporting (sorting/grouping, filtering, saving a view, etc.) in the context of Supplier Relationship Management (SRM). We will use SRM reports to monitor and investigate purchasing activity that includes shopping carts, purchase orders, vendor invoices, order status, etc. Our exploration will include the Boston University Spend (BUS), Order Tracking, and Purchasing Document Lifecycle reports.

Target Audience: (1) employees who are reasonably new to the University or to their shopping role; (2) departmental managers or administrators who want to review SRM reporting basics.

Prerequisites/Requirements: 
1.    Confirm with your manager that this lab is appropriate to your business role.
2.    Confirm that you have access to the SRM reporting area:

  • Go to BUworks Central, click on Reporting, then click on the Supplier Relationship Management (Distributed) folder. Click on the first report in the list, Boston University Spend (BUS). A Variable Entry screen should be displayed. If so, you have the proper access. Cancel the operation by closing the browser window or tab in which the screen was displayed.
  • If the Variable Entry screen was not displayed or you were not able to see one of the folders listed in the path to this report, please work with your manager and Data Security Administrator (DSA) to secure the permissions necessary to allow you to run Supplier Relationship Management reports.

3.    Please review the following 3-minute videos before you attend:

Sections

Thursday, October 23, 2014 10:00am - 12:30pm
Charles River Campus
25 Buick St. - 3rd floor room IS&T Training Room, 25 Buick Street.

Human Capital Management


BUworks: HCM Hiring a Faculty/Staff Employee form

· This hands-on instructor led training session will guide a user through the process of hiring a faculty/staff employee.

Location: IS & T training room on 3rd floor, 25 Buick St, Boston location.

 


Sections

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Nakisa Org Chart

The instructor will demonstrate navigating an Org Chart and searching for specific positions or people in the organization.

Sections

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