Training

Summit Financial Reporting and PeopleSoft Financial Reporting and Budgets Lookup

Training is open to all faculty and staff and required for access.  

PeopleSoft Reporting and Budget Inquiry Training  

Learn how to look up budget balances and run monthly Revenue and Expense, Open Encumbrance and Transaction Detail reports in PeopleSoft Finance.

Date Location Time
Thursday, January 23 LIB 240 or Zoom 2:00PM to 3:30 PM
Wednesday, February 12        LIB 240 or Zoom 2:00 PM to 3:30 PM  
Wednesday, March 5 LIB 240 or Zoom 2:00 PM to 3:30 PM
Friday, April 4        Zoom 2:00 PM to 3:30 PM
Monday, May 5 LIB 240 or Zoom 2:00 PM to 3:30 PM
Friday, June 6 Zoom 2:00PM to 3:30 PM

Summit Reporting 

Learn how to look up a Budget Balance, Revenue and Expense Details, Open Encumbrances and Transaction Detail using the Department Management dashboard for financials. 

Date Location Time
Wednesday, January 22 LIB 240 or Zoom 10:00 m to 11:15 AM
Tuesday, February 11 Zoom 10:00 AM to 11:15 AM
Monday, March 3 LIB 240 or Zoom        2:00 PM to 3:15 PM
Wednesday, April 2 LIB 240 or Zoom 10:00 AM to 11:15 AM
Friday, May 9 Zoom 2:00 PM to 3:15 PM
Wednesday, June 4 LIB 240 or Zoom 10:00 AM to 11:15 AM

Please Sign up for training on the Staff Calendar located on https://my.umassd.edu/

 
If you are unable to attend one of these trainings, email jschlesinger@umassd.edu to setup an additional class.

 

Procurement and Expenses Training is conducted by the President's Office.  

BuyWays Procurement 
BuyWays Requisitioner and Shopper, BuyWays Approver, BuyWays Change Requests,
Contract Requester, Supplier Requester 
 upst@umassp.edu   774-545-UPST (8778)

Concur Travel and Expenses
Travel Requests, Travel Reservations, Expenses Entry, BankCard Expenses Entry, Expenses Approval
travelexpense-services@umassp.edu (774) 570-5507

 

 

This is recommended training only.  Training may vary based on the needs of the department. 

Administrative Assistants and Clerks

Buyways Requisitioner, Concur Travel Requests, Concur Travel Booking and Concur Expense Entry, Summit Financial Reporting 101.  Optional: PeopleSoft Reporting and Budgets Lookup. 

Department Managers, Directors

Buyways Approval, Concur Travel and Expenses Approval, Concur Travel Requests, Concur Travel Booking and Concur Expense Entry, Summit Financial Reporting 101. Optional: PeopleSoft Reporting and Budgets Lookup.

Deans, Vice Chancellors

Buyways Approval, Concur Travel and Expenses Approval, Concur Travel Requests, Travel Booking and Expense Entry, Summit Financial Reporting 101, Optional: PeopleSoft Reporting and Budgets Lookup.

PI’s

Buyways Approval, Concur Travel and Expenses Approval, Concur Travel Requests, Travel Booking and Expense Entry, Summit Financial Reporting 101, Optional: PeopleSoft Reporting and Budgets Lookup

Professional Staff, Supervisors, Managers 

Buyways Requisitioner, Concur Travel Requests, Travel Booking and Expense Entry, Summit Financial Reporting 101.  Optional: PeopleSoft Reporting and Budgets Lookup.

Grad Student Employees and Maintainers and Temporary Employees(non-retiree)

Buyways Shopper