PeopleSoft Financials Training Update

Budget Administration 1 training was a success this week, led by professional instructor Peter Ho from MIS. Staff and faculty members said they enjoyed the hands-on experience and illustrative handouts. This was the first time that many of the participants signed into PeopleSoft and began looking up new department and account codes using the crosswalk created especially for the university by the Optimize project team. After mapping old account codes to new ones, the classes practiced searching for budget information and saving it to their PeopleSoft profiles so that they can easily refer to it later. The project team encourages people that participated in Budget Administration 1 to sign up for Budget Administration 2, which will expand on the budget inquiry feature and talk about processing non-PO disbursement requests.  

You may register for classes by visiting the Optimize training page. If you are unable to attend training, help videos are available through PS Help on PeopleSoft navigation, budget administration, and using the crosswalk tool. You may watch step-by-step instructions, try the process out yourself, and print a hard copy of the instructions to keep as a reference. The help videos are a great resource if you haven’t yet gone through training or if you need to refresh your classroom lessons.

Remember that classroom training is offered for: Budget Administration 1, Budget Administration 2, Submitting Requisitions, and Approving Requisitions. Register today!