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Accounting and Business Support

This table is used for spacing and layout only.  It contains no data.

This table is used for spacing and layout only.  It contains no data.

ABS Training and Education Offerings

The following alphabetical list provides an overview of ABS training and education opportunities. Register by sending an email to ABSTraining@colorado.edu.

 

There are also many Step-by-Step Guides available from several university offices as well as online training courses available through SkillPort which is accessible from the MY.TRAINING tab in the myCU portal or via the SkillPort link on CUConnect's myCU Links channel.

 

How to check what formal trainings you have taken: There are two ways to check. Method #1– In HR Production or Reporting navigate to: Reports and Reviews > Training > Student Training History. Method #2– Log on to the myCU portal and select the MY.TRAININGS tab.

 

 

Training List

Training Locations and Parking Information

 

Trainings listed in alphabetical order:

 

Accounting 101Classroom Training

Accounting 101 course flyer

Intended Audience: Designed for administrative staff who have financial responsibilities but possess little or no formal accounting training. Also serves as a basic accounting refresher course.

Plan on attending all four days. Instructor: Laura Ragin.

Schedule: (Schedule for 2011 will be posted when finalized.)

Class Date Completed Day Time Location (map)
Day 1 October 21, 2010

ü

Thursday 1:30–3:00 UMC 425
Day 2 October 28, 2010 ü Thursday 1:30–3:00 UMC 247
Day 3 November 4, 2010 ü Thursday 1:30–3:00 UMC 247
Day 4 November 18, 2010 ü Thursday 1:30–3:00 UMC 247

To register: send an email to ABSTraining@colorado.edu.

 

Cost Share Commitments Workshop

Presented by Office of Contracts & Grants (OCG) and Sponsored Projects Accounting (SPA). Last workshop was held on 9/22/11. Next one to be scheduled.

 

 

Cost Transfer Training

The training is suitable for departmental administrators and hands-on research personnel. Although both PETs and JEs will be covered, the training will focus primarily on JE transfers and what information is required for expense transfers to a Fund 30/31 speedtype. This includes topics such as:

  • when transfers are allowable

  • adequate description/justification for the transfer

  • when backup documentation is required

  • and more.

Hua Xu will lead the training and others from SPA will be on hand for questions and discussion, which are encouraged. Handouts will be emailed ahead of the training. If you would like to attend, please RSVP to spa@colorado.edu

Date Day Time Location (map)
March 22, 2012 Thursday 10:00 am–12:00 noon ARC 620

 

 

 

Departmental Financial Management Guide (The Guide)Classroom Training

This course is taught by ABS and Boulder campus staff and is designed to cover key chapters of The Guide manual. It's a great way to get grounded in the essentials of higher education fund accounting as it applies to the University of Colorado. Designed for new employees as well as a refresher for veteran employees.

Where: Classes are held in room 620 of the Administration and Research Center (ARC), 3100 Marine Street on east campus.

To Register: Registration is required. Send an email to ABSTraining@colorado.edu to sign up.

Schedule: (Schedule for 2011 will be posted when finalized.

Date

Instructor

Completed

Time

Where

Topic

 

Thursday, October 14, 2010

Laura Ragin, Dave Sayers

ü

9:4512:00

ARC 620

Fund Accounting and Revenue AccountingPart 1: Chapter 4

Wednesday, October 20, 2010

Laura Ragin, Leila McCamey

ü

9:4512:00

ARC 620

Fund Accounting and Revenue AccountingPart 2: Chapter 4

Friday, November 12, 2010

Dave Sayers & EJ Lee

ü

9:4512:00

ARC 620

Cash Control: Chapter 10

Accounts Receivable: Chapter 12

Wednesday, November 17, 2010

Carrie Howard

ü

9:0010:45

ARC 620

Gift Accounting: Chapter 15

Wednesday, November 17, 2010

Jenny Shao

ü

1112:00

ARC 620

Sensitive Expenditures

Wednesday, December 8, 2010

Dave Sayers, Leila McCamey

ü

9:4512:00

ARC 620

Internal Service Centers: Chapter 13

 

Videos:  Videos of an old Guide presentation are also available. Contact Isabel.Dunn@colorado.edu.

 

 

ePERS (electronic Personnel Effort Reporting System)Group and In-Person Training

The Group training focuses on what role the Departmental Administrator plays within the ePERS  process and specific things they can do to assist with certification. Common questions and misunderstandings of what the ePER means are discussed. This group training is generally offered twice per academic year: spring and fall. More info.

 

Date Day Time Location (map)
Fall – TBD Wednesday 10:00 am–12:00 noon ARC 446

More Information: Pat Dodson, (303) 492-2620

To Register: Please register by email to Chandra.Tjandrasa@colorado.edu

If you would like to schedule an ePERS  training for your department, staff, faculty, researchers, or project team, contact Pat Dodson: 492-2620, or email epers@colorado.edu. For ePER instructional material, see ePER Topics in our A-Z Index.

 

 

Finance System (PeopleSoft Finance)Online and Classroom Training

This training is designed to provide basic information for accessing and using the University's PeopleSoft Finance System. The classroom training allows time for both hands-on application and individual assistance. The online training is a self-paced series of courses that include Finance System navigation, ChartFields, reporting, and journal entries.

If you are a new user of the Finance System, please refer to the Training and Access Requirements webpage to determine the type of access you need and to understand all the steps you must take to get Finance System access. Current Finance System users who would like a refresher course are always welcome and encouraged to attend. Training requirements depend on the level of access needed, as summarized in the following table (X=required):

 PeopleSoft Finance System Type of Access
Training Course   Inquiry GL (temp.) General Ledger
Fiscal Code of Ethics SkillSoft X X X
Financials - Inquiry SkillSoft X X X
Financials - General Ledger SkillSoft   X X
Cognos Reporting System: m-Fin SkillSoft X recommended recommended
Financial Statements Class (3 hr)     X
Finance System Class (6 hr)     X
 

Finance System Classroom syllabus

9:00 - 10:30
10:30 - 10:40
10:40 - 12:00
12:00 - 1:00
1:00 - 4:00

Fund accounting, chartfields, resources, policies and procedures
Break
Overview of budgeting presented by PBA
Lunch
PeopleSoft inquiry training, JE creation, INs, Cash Receipts, and review of applicable hardcopy financial statements.

Read and comply with the Finance System Training and Access instructions prior to class. Attendees must register in advance for the classroom training by email to ABSTraining@colorado.edu.

 Please print out and bring the training manual to class.  Click here to open and print.

 

Finance System Schedule: (starts promptly at 9:00):

 

Date Day Time Location
May 15 (date change) Tue 9:00-4:00 Marine Street Science Center (RL6) Room W179
June 12 Tue 9:00-4:00 Marine Street Science Center (RL6) Room W179
July (no class due to fiscal year end close)
August 14 Tue 9:00-4:00 Marine Street Science Center (RL6) Room W179
September 11 Tue 9:00-4:00 Marine Street Science Center (RL6) Room W179
October 9 Tue 9:00-4:00 Marine Street Science Center (RL6) Room W179
November 13 Tue 9:00-4:00 Marine Street Science Center (RL6) Room W179
December 11 Tue 9:00-4:00 Marine Street Science Center (RL6) Room W179

 

 

Financial StatementsGroup, Classroom Training

(Note: The Financial Statements training is required for access to the Finance System in addition to the Finance System training described above.)

Do you have questions about your monthly statements?

  • How do I access and run these reports?

  • How the heck do I read these things?

  • What are they supposed to tell me?

  • What is the most important information to pay attention to?

  • How do I find out how this transaction got on my statement?

  • How do I correct an error? 

  • How do I use these statements to advise my unit head?

Help is at hand. Accounting & Business Support conducts a hands-on workshop to review the Cognos Reporting System m-Fin statements:

  • SpeedType Summary

  • Operating Summary

  • Revenue and Expenditure Summary

  • Financial Detail

  • Balance Sheet Summary

  • ePERS reports also receive some coverage

We will review how to access the Reporting System, how to read the statements and what information to pay the most attention to. Each class is tailored to match the skills and needs of the participants, so it may review a few basics that you already know. There will be plenty of time for questions and answers on specific problems you have. Since this is a hands-on class, you are encouraged to bring your statements and speedtypes to run in class. Here is a very general schedule to use as a guide:

9:00 - 10:00  
10:00 - 11:00 
11:00 - 12:00 
How to access & run reports
How to read & interpret reports
Available for questions & personalized help

 

An IdentiKey is not required, but definitely recommended for these classes. Please pre-register to ABSTraining@colorado.edu.

 

Statement Reading Class Schedule:

Date Day Time Location
May 16 Wed 9:00-Noon Marine Street Science Center (RL6) room W179
June 20 Wed 9:00-Noon Marine Street Science Center (RL6) room W179
July (no class due to fiscal year end close)
August 15 Wed 9:00-Noon Marine Street Science Center (RL6) room W179
September 19 Wed 9:00-Noon Marine Street Science Center (RL6) room W179
October 17 Wed 9:00-Noon Marine Street Science Center (RL6) room W179
November 19 Mon 9:00-Noon Marine Street Science Center (RL6) room W179
December 19 Wed 9:00-Noon Marine Street Science Center (RL6) room W179

 

 

 

Fiscal Code of Ethics AcknowledgementOnline Available from SkillPort, accessible through the myCUinfo portal > CU Resources tab > Training menu > Start SkillSoft > Catalog menu > University of Colorado Courses folder.

This online process was produced in order to help fulfill the intent of the Fiscal Code of Ethics Administrative Policy Statement and related Finance Procedural Statement. The following events trigger the required acknowledgement process:

  • Finance System Users, prior to receiving access to the University’s Finance System (as verified by the appropriate campus Finance System Access Security Coordinator).

  • HRMS Users, prior to receiving access to the University’s HRMS (as verified by the appropriate campus HRMS Access Security Coordinator).

  • Procurement Card Users, prior to receiving such authority (as verified by the Procurement Service Center).

  • Employees working on a federal contract valued at or above $5 million, and other employees as required by an officer (as monitored by the appropriate or requesting officer).

  • Officers, upon signing their letter of offer for employment with the University (as verified by the respective campus human resources office). NOTE: Officers do not use the online process. Check the FPS for the procedure.

You must complete this course prior to submitting your request for Finance System Including Procurement training. The course is self-paced and offers important information that you can use to help ensure the proper stewardship of university resources.

 

 

Gift Fund Management TrainingOnline Training

There are 2 online courses for gift fund management: CU Gift Fund Management–Beginner, and CU Gift Fund Management–Advanced.
  • The Beginner course is required for any individual with a fiscal role (Fiscal Principal, Fiscal Manager, or Fiscal Staff) on a Fund 34 SpeedType. These individuals must complete the course and pass the course quiz or their SpeedType will be inactivated. This course is intended to assure that gift funds are spent in compliance with donor wishes and restrictions through the discussion of the different types of gifts, how gifts are received by CU, the role and accounting structure of the University of Colorado Foundation, and fiscal roles and responsibilities in regards to gift fund management.
     
  • The Advanced course is recommended for individuals who create or approve Fund 34 JEs, and for any employee involved in the daily operations of Gift Fund SpeedTypes who wishes to learn more about the gift fund process. This course describes the types of funds at the University of Colorado Foundation, University SpeedTypes, gift purpose codes, and expense purpose codes, the cash transfer processes between the CU Foundation and the University, and Gift Fund Journal Entries.

Both courses are available through SkillPort via the myCUinfo portal: CU Resources > Training > Start SkillSoft > Catalog > University of Colorado Courses > Budget and Finance.

 

 

OCG Trainings  See the latest schedule

 

The Office of Contracts and Grants (with SPA) offers trainings, presentations, receptions, and brown-bag lunches on topics of interest to researchers, faculty, and departmental administrators who have sponsored project management responsibilities. Contact Chandra.Tjandrasa@colorado.edu, 492-6224 for more information. OCG also has several presentations used in trainings available online.

 

 

Procurement (CU Marketplace & Concur Travel & Expense)Online and Classroom

In-person Procurement training comprises two sessions: CU Marketplace Requester in the morning, and Concur Travel & Expense System in the afternoon. The Concur session focuses on travel, including policies, procedures, booking travel, and expense report creation. (The expense report creation piece, which lasts about half of the class, also pertains to Procurement Card expense reports.) You can attend one or both sessions.

 

Procurement training is presented by Finance & Procurement Business Services on behalf of the Procurement Service Center (PSC). Training requirements depend on the Marketplace role as summarized in the following table.

CU Marketplace Marketplace Role
Training Course   Shopper Approver Requester
CU Marketplace - Shopper SkillSoft recommended    
IT Security SkillSoft X X X
Fiscal Code of Ethics SkillSoft   X X
Procurement - Purchasing and Contract Management SkillSoft   X X
CU Marketplace - Approver SkillSoft   X  
CU Marketplace - Requester SkillSoft     One is required
CU Marketplace Requester  Class (2¾ hr)  
 
Concur Travel & Expense System Optional but recommended
Monthly in-person training Class (3 hr)      

 

Procurement Training Schedule:

Date Day Session Time Location
May 14 Mon CU Marketplace Requester
Concur Travel & Expense System
9:00-11:45
1:00-4:00
Marine Street Science Center (RL6) Room W179
June 15 Fri CU Marketplace Requester
Concur Travel & Expense System
9:00-11:45
1:00-4:00
Marine Street Science Center (RL6) Room W179
July (no class due to fiscal year end close)
August 17 Fri CU Marketplace Requester
Concur Travel & Expense System
9:00-11:45
1:00-4:00
Marine Street Science Center (RL6) Room W179
September 14 Fri CU Marketplace Requester
Concur Travel & Expense System
9:00-11:45
1:00-4:00
Marine Street Science Center (RL6) Room W179
October 12 Fri CU Marketplace Requester
Concur Travel & Expense System
9:00-11:45
1:00-4:00
Marine Street Science Center (RL6) Room W179
November 16 Fri CU Marketplace Requester
Concur Travel & Expense System
9:00-11:45
1:00-4:00
Marine Street Science Center (RL6) Room W179
December 14 Fri CU Marketplace Requester
Concur Travel & Expense System
9:00-11:45
1:00-4:00
Marine Street Science Center (RL6) Room W179

 

Questions about the training itself should be directed to Heather.Hoyer@cu.edu

To register, email ABSTraining@colorado.edu and include your name, training date, & courses.

 

 

Property ManagementClassroom Training

Hands-on, interactive training for new or experienced employees covers all phases of departmental property management. Completion of all three sessions will lead to a Departmental Property Manager certification if completed within two years. Training and certification is sponsored by ABS, OCG, and Property Services. Please register by email: ABSTraining@colorado.edu. Click here for the whole story. contact Greg Roers, 492-6376 if you have further questions. Class size limited to 28. Offered once a year.

Session & Topic

Date

Completed

Day Time Where*
Session 1: Equipment purchase, inventory, & changes while in your possession. Presented by Property Accounting Office

Dec. 12, 2011

ü

Monday

9:00-12:00 MSSC*
Session 2: Focus is on equipment equipment disposal, transfer to another campus, donation to a non-profit etc. Presented by Property Services.

April 25, 2012

 

Wed.

1:30-4:00 MSSC*
Session 3: Focus is on equipment purchased with sponsored/Fed money and the additional tracking requirements. Presented by OCG.

TBD

 

TBD

TBD MSSC*

*All sessions take place in the Marine Street Science Center (RL6), Room W179, 3215 Marine Street

 

 

PSLiteGroup, Classroom Training

Can't put your finger on the financial information you need? Want an alternative to the Finance System reports?  PSLite (think PeopleSoft Lite) is a user-friendly Microsoft Access application that uses the Central Information Warehouse (CIW) to provide tons of reports and lots of different ways to access financial data (exportable to Excel). It's fast and easydon't worryyou don't need to be an Access expert, and you don't need to know how to build queries. Most of the work has been done for you! You will need a CIW ID and password available here: https://www.cu.edu/ums/security/CUonly/CIW-Access-Request-Form.pdf. Whether you are new to the campus, or just need a refresher, you are welcome to attend. Mac users notePSLite is a Microsoft Access application, requiring either the new Intel chip Macs with Windows installed, or Virtual PC.

Upcoming Classes:

Dates Time Location
TBD 9:00-11:00 Marine Street Science Center (RL6) Room W179

 

Register by email to ABSTraining@colorado.edu.

 

Download PSLite from the ABS homepage and follow the instructions on the left under Reports. Some systems may block the downloaded file. Simply right-click on the PSLite icon on your desktop (or the file in your Windows Explorer), go to Properties, and check the "UNBLOCK" box at the bottom of the page. Or you can add http://abs.colorado.edu to your list of trusted sites in Internet Explorer and it won't bother you again. In your IE menu, go to Tools, Internet Options, Security, Trusted sites and add the URL. Questions about PSLite? Contact, Diane.Przygocki@colorado.edu, 303-492-7213.

 

You need CIW access to use PSLite — To get access to the CIW, please complete the Central Information Warehouse Access Request Form on the UIS web. If you already have CIW access but forgot your password, call 303-492-9457 and select option 1 to get your password reset or if you have questions about your CIW account.

 

For additional PSLite help consult PSLite Tips, Tricks, & Troubleshooting.

 

 

SkillSoft

SkillSoft offers CU employees and affiliates (POI’s) an array of online learning opportunities. CU courses available through SkillSoft cover areas such as budget and finance, supervision, discrimination and harassment, information security, environmental health and safety, HIPAA, procurement and HRMS. CU employees and sponsored POI affiliates also have access to more than 6,800 courses and Books 24x7. This online library features the unabridged contents of the latest and best business and technology books

Access to SkillSoft is through the myCUinfo portal > CU Resources tab > Training menu > Start SkillSoft > Catalog menu > University of Colorado Courses folder. If you have additional questions, please contact Employee Learning and Development, system_training@cu.edu, 303-860-5725 or visit their website.

 

Step-by-Step GuidesOnline

Step-by-step guides available from several sources, including:

  • ePERS

  • Finance System (PeopleSoft)

  • Fiscal Certification

  • Human Resource Management System (HRMS)

  • Procurement in the Finance System

  • Procurement Card

  • Reporting System (Cognos)

 

 

Welcome to CUOnline Tutorial

New employee two-page overview of the university financial environment. An online tutorial is available for new employees but is useful for all. Covers essentials of the university financial environment that every employee should know. Go there.

 

 

 

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