Project Café

Training Materials

This content is retired.
Please see Training Curriculum.

October 2012 NUPortal Navigation Changes PDF icon

 

  • Approvers
  • GL Journals
  • Budget
  • Cashiering
  • Expenses
  • Facilities
  • Grants
  • Purchasing
  • Reporting
FMS804 Approvals and Workflow

eDev Course Description: FMS804

 

This class has been expanded to an online course.
Some links may have changed.

How to Complete: Approvals and Workflow PDF icon 10/12

Part 1: Approvals and Workflow Course

  1. Overview: Approvals and Workflow online course 01/13
  2. Exercise: Review and Approve a Financial Transaction online course 01/13

Part 2: Supplemental Materials

  1. Manual: Approving Financial Transactions PDF icon 01/13
    1. Job Aid: Approval Process: Requisition PDF icon 06/09
    2. Job Aid: Approval Process: Expenses PDF icon 06/09
    3. Job Aid: Approval Process: Actuals Journals PDF icon 06/09
    4. Job Aid: Approval Process: Budget Journals PDF icon 06/09
    5. Job Aid: Approval Process: Online Voucher PDF icon 02/10
    6. Job Aid: Change the Accounting Date for Expense Reports PDF icon 11/12
    7. Job Aid: Actuals Journal Approval Tip PDF icon 02/09
    8. Job Aid: Viewing REQ Comments & Attachments for Approvers PDF icon 03/09
    9. Job Aid: Budget Checking as an Approver PDF icon 11/12
  2. Job Aid: Reviewing the Approval Path of Transaction PDF icon 06/09
  3. Job Aid: Notification of New Transactions PDF icon 11/12
  4. Job Aid: Item Categories for Assets and Account Codes for Capital Equipment PDF icon 10/12
  5. Job Aid: Reassigning Workflow PDF icon 06/09
FMS712 Creating Journal Spreadsheets
eDev Course Description: FMS712

 

 

Online demo: FMS712 09/08
Requires VPN from off campus
  1. Creating a Journal Spreadsheet PDF icon 01/12
  2. Searching for Spreadsheet Journals PDF icon 11/12
  3. Troubleshooting for Actuals Journals PDF icon 03/10
FMS751 Asset Management Business Administrators
FMS700 Introduction to NUPlans
eDev Course Description: FMS700 Learner's Guide How to Complete: Introduction to NUPlans PDF icon 03/13

Part 1: NUPlans Presentations

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

Part 2: NUPlans Guided Tour

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

Supplemental Materials

  1. Job Aid: Login to NUPlans PDF icon 04/13
  2. Glossary: Budget Preparation Glossary PDF icon 03/13
  3. FAQs: Budget Preparation FAQs PDF icon 03/13
FMS701 NUPlans Contributor Basics

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 PDF icon 03/13
  2. Guide: NUPlans Contributor Navigation and Basics PDF icon 04/13
  3. Guide: NUPlans Workflow for Budget Preparation PDF icon 03/13
FMS704 NUPlans Contributor Budgeting

eDev Course Description: FMS704

Exercise:
Use of Fund Balance 5/10/12

  1. Participant Workbook: NUPlans Contributor Budgeting PDF icon 04/13
  2. Reference: NUPlans Compensation Chart String Statuses PDF icon 04/13
  3. Guide: NUPlans Compensation Views PDF icon 05/13
  4. Example: Compensation Views
  5. Guide: NUPlans Grants Input ViewPDF icon 04/13
  6. Example: Grant Input View
  7. Guide: NUPlans Budget Drivers View PDF icon 04/13
  8. Guide: NUPlans Fund Views PDF icon 04/13
  9. Example: Fund View
  10. Guide: NUPlans Carry Forward View PDF icon 04/13
  11. Example: Carry Forward View
  12. Guide: NUPlans Allocations View PDF icon 04/13
FMS705 NUPlans Web

eDev Course Description: FMS705

 

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

Part 1: Introduction to NUPlans Web

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

Part 2: Allocations

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

Part 3: Chart String Maintenance

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

Part 4: Commitments

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

Part 5: Reports

  1. Reference: Budget Preparation Reports PDF icon 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 PDF icon 05/13
  2. Reference: NUPlans Distributed Review Process PDF icon 05/13
  3. Job Aid: NUPlans for Internal Reviewers PDF icon 05/13
FMS706 NUPlans Optional Extras

eDev Course Description: FMS706

 

How to Complete: NUPlans Optional Extras PDF icon 05/13

  1. Presentation: Using Data Spreading online demo 05/13
  2. Presentation: Manipulate Views online demo 05/13
  3. Presentation: Using Sandboxes online demo 05/13
  4. Job Aid: Using Data Spreading PDF icon 05/13
  5. Job Aid: Hide/Show Columns PDF icon 05/13
  6. Job Aid: Filter Rows PDF icon 05/13
  7. Job Aid: Sort Columns PDF icon 05/13
  8. Job Aid: Using Sandboxes PDF icon 05/13
FMS720 NUFinancials Budget Adjustments

eDev Course Description: FMS720

 

This class has been expanded to an online course.
Some links may have changed.

How to Complete: NUFinancials Budget Adjustments PDF icon 01/13

Part 1: Adjust Budgets with NUFinancials Budget Journals

  1. Budgeting Overview online demo 01/13
  2. Demo: NUFinancials Budget Adjustments online demo 01/13
  3. Exercise: Adjust an Expense Budget online demo 01/13
  4. Exercise: Adjust a Revenue Budgetonline demo 01/13

Part 2: Search and Troubleshoot Budget Journals

  1. Demo: Search and Troubleshoot Budget Journals online demo 01/13
  2. Exercise: Search and Troubleshoot Budget Journalsonline demo 10/12
  3. Job Aid: Budget Journal Troubleshooting PDF icon 10/12

Part 3: Supplemental Materials

  1. Guide: Initiating Budget Adjustments PDF icon 10/12
  2. Guide: Searching for Budget Journals PDF icon 11/12
  3. Job Aid: Chart of Accounts Quick Reference Guide PDF icon 07/11
FMS722 NUFinancials Budget Searches
FMS723 Reconciling Budgets

eDev Course Description: FMS723

 

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

  1. Reconciling Your Budget Presentation PDF icon 10/11
  2. Reconciling Your Budget Quick Reference Guide PDF icon 04/10
  3. Viewing Payroll Suspense PDF icon 11/12
  4. Job Aid: SC016 Open Encumbrance Report Explanation PDF icon 05/09
  5. Job Aid: Match Exception Query PDF icon 08/09
  6. Job Aid: SC027 Match Exception Report Explanation PDF icon 10/11
  7. Job Aid: SC026-Expenses Submission/Workflow Report Explanation pdf icon 10/09
  8. Job Aid: GL068 Report PDF icon 09/09
  9. Job Aid: GL069 Report PDF icon 09/09
  10. Job Aid: GL070 Report PDF icon 09/09
  11. Job Aid: GL071 Report PDF icon 09/09
FMS740 Receiving & Depositing Revenue

eDev Course Description: FMS740

 

This class has been expanded to an online course.
Some links may have changed.

How to Complete: Receiving and Depositing Revenue PDF icon 01/13

Part 1: Deposit Process

  1. Revenue Overview online demo 01/13
  2. Presentation: Sealed Bag Deposit Process (Cash/Checks) online demo 01/13

Part 2: Creating Cash Receipt Tickets

  1. Demo: Create a Cash Receipt Ticket (CRT) online demo 01/13
  2. Exercise: Create a Cash Receipt Ticket (CRT)online demo 01/13
  3. Exercise: Add Overages or Shortages to a CRTonline demo 01/13

Part 3: Searching for Cash Receipt Tickets

  1. Demo: Search for Cash Receipt Tickets (CRT) online demo 01/13

Part 4: Supplemental Materials

  1. Guide: Creating a Cash Receipt Ticket PDF icon 10/12
  2. Guide: Creating and Using a CRT Template PDF icon 10/12
FMS807 Employee Expense Reports
FMS900 FAMIS Service Requests

eDev Course Description: FMS900

This class has been expanded to an online course.
Some links may have changed.

Online Course:

  1. FAMIS Self Service Demonstration online course 1/13
  2. Course Transcript PDF icon 01/13
  3. Presentation Slides PDF icon 01/13

Materials:

  1. How to Create a Service Request PDF icon 10/12
  2. How to Search and View a Service Request PDF icon 10/12
FAMIS Web

Online application for central FM employees to process service requests. 

These job aids provide instruction for FAMIS Web.

  1. About FAMIS Web PDF icon 06/13
  2. Access FAMIS Web PDF icon 06/13
  3. Search for Service Requests in FAMIS Web PDF icon 06/13
  4. FAMIS Web Service Request Entry PDF icon 11/12
  5. FAMIS Web Tips & Tricks PDF icon 11/12
FMS502 InfoEd Proposal Development

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 PDF icon 06/12
  2. Accessing and Navigating InfoEd PDF icon 06/12
  3. Searching for Proposals in InfoEd PDF icon 06/12

Proposal Entry

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

Proposal Routing

  1. Pre-Route for Review and Approvals, Revisions, and Final Route to SubmissionPDF icon 11/13
  2. Pre-route Signoff and Final Route Signoff Principal InvestigatorsPDF icon 11/13
  3. Job Aid: Submit to PI Approval Route PDF icon 06/12
  4. Job Aid: Pre-Route and Final Route of PI Signoff PDF icon 06/12
  5. Job Aid: Insert Yourself into Pre-Route PDF icon 06/12
  6. Job Aid: Department Pre-route Diagram PDF icon 06/12
  7. Job Aid: Routing and Workflow in InfoEd PD Diagram PDF icon 09/13

General

  1. Job Aid: InfoEd Workflow Maps PDF icon 11/13
  2. Job Aid: Print Assembled Proposal PDF icon 06/12
  3. Job Aid: Profile Administrator: Update Faculty Contact Information Enter Delegation Access PDF icon 06/12
  4. Job Aid: Request Addition of New Sponsor PDF icon 10/12
  5. Job Aid: Request Addition of New Subcontractor PDF icon 10/12

Principal Investigator

  1. Delegation of PI Signature in Proposal Development PDF icon 09/11
  2. Job Aid: PI Approval Route for Signoff from Email Notification PDF icon 11/12
  3. Job Aid: PI Approval Route for Signoff from Action Item PDF icon 09/13
FMS503 InfoEd Approvals

eDev Course Description: FMS503

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

  1. Presentation: InfoEd Approvals PDF icon 01/13
  2. Job Aid: Proposal Approvals from Email Notification PDF icon 11/12
  3. Job Aid: Department Pre-route Diagram PDF icon 06/12
  4. Job Aid: Routing and Workflow in InfoEd PD DiagramPDF icon 09/13
FMS801 Shopping iBuyNU

This course has been updated to coincide with iBuyNU's November 2013 upgrade.
Some items are new and some old items have been updated or deleted.
See broken link alternatives.

1. Before Class

  1. Course Guide: Course Guide FMS801 iBuyNU for Shoppers Coming Soon!
  2. Overview: Procurement (Purchasing) Overview 09/13
  3. Webinar: Introducing the iBuyNU Interface 11/06/13

2. Live In-Person Training

  1. Classroom: FMS801 iBuyNU for Shoppers

3. After Class

  1. Demonstration: Create and Assign a Cart 10/13
  2. Tutorial: Assign a Cart for the First Time10/13
  3. Demonstration: Add an Item from a Recent Cart10/13

Library

Quick Start
  1. Training Guide: Login to iBuyNU and Change Password 11/13
  2. Job Aid: iBuyNU Password Reset 11/13
  3. Reference: Introducing the iBuyNU Interface 10/13
  4. Reference: Purchasing Glossary 03/10
  5. Reference: Purchasing Options 03/10
Creating and Assigning Carts
  1. Training Guide: Search iBuyNU 10/13
  2. Training Guide: Create and Assign a Shopping Cart 10/13
  3. Job Aid: Shop Punchouts and Create Cart 07/09
  4. Reference: Shopping Cart Naming Conventions 07/09
  5. Reference: About Ship To Locations 07/09
  6. Training Guide: Create and Add Favorites 10/13
Accessing Assigned Carts and Orders
  1. Job Aid: Unassign a Cart and Recreate a Cart 10/13
  2. Reference: History - Quick Start 10/13
  3. Training Guide: Search History 10/13
  4. Job Aid: View or Print a PO or Invoice 10/13
FMS803 Requester Basic Topics

Live In-Person Training

  1. Classroom: FMS803 Requester Basics

General

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

Catalog

This section has been updated to coincide with iBuyNU's November 2013 upgrade.
Some items are new and some old items have been updated or deleted.
See broken link alternatives.

  1. Reference: Introducing the iBuyNU Interface 10/13
  2. Training Guide: Search iBuyNU 10/13
  3. Demonstration: Create a Catalog Requisition
  4. Training Guide: Create a Catalog Requisition 10/13
  5. Demonstration: Create a Catalog Requisition from a Shopper's Assigned Cart 10/13
  6. Training Guide: Create a Catalog Requisition from a Shopper's Assigned Cart 10/13
  7. Reference: Shopping Cart Naming Conventions 07/09
  8. Reference: About Ship To Locations 07/09
  9. Training Guide: Create and Add Favorites 10/13
  10. Job Aid: Assign a Substitute Requester 07/09
  11. Reference: History - Quick Start 10/13
  12. Training Guide: Search History
  13. Job Aid: View or Print a PO or Invoice 10/13
  14. Job Aid: View an iBuyNU Item Description in Manage Requisitions 05/12

Non-catalog

  1. Non-Catalog Requisition PDF icon 11/12
  2. Job Aid: Create a Non-Catalog Requisition PDF icon 11/12
  3. Non-Catalog Special Requisition: Blanket PDF icon 08/11
  4. Job Aid: Create a Blanket Requisition PDF icon 11/12
  5. Non-Catalog Special Requisition: Receive by Dollar Amount PDF icon 11/12
  6. Non-Catalog Special Requisition: Grant Subcontract PDF icon 07/13
  7. Job Aid: Create a Pre-Payment Requisition Using Hold Check PDF icon 11/12
FMS113 Scheduling Cognos Reports

eDev Course Description: FMS113

 

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

  1. Save & Schedule Reports for Delivery PDF icon 05/13
  2. Using My Activities & Schedules PDF icon 10/12
FMS121 Query

This course is by invitation only.

 

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

  1. Introduction to Query for Query Developers pdf icon 03/09
  2. Introduction to Query: View Access Only pdf icon 11/09
  3. Common Records and Fields pdf icon
  4. Common Records Relationships pdf icon
FMS122 Advanced Query

This course is by invitation only.

  1. Advanced Query for Query Developers 10/12