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Budget training available in January 2017

Dec 12, 2016

The University Budget Office is offering training in January 2017.  Course enrollment for in-person courses are limited to 12. WebEx options are available if classes reach capacity. Click on the links below to register.

  • Wednesday, Jan. 11 (1 pm to 2:30 pm)
    Budget Essential #1 - In Person:  https://pacific.bridgeapp.com/learner/training/20051614/enroll
    Budget Essentials #1 - Via WebEx:  https://pacific.bridgeapp.com/learner/courses/e0f75d98/enroll
    Pre-Requisites: Must have own Banner access and password.   

    This course will focus on basic queries and reports in Banner, including how to save your reports to excel format instead of printing hardcopies. This hands-on course is targeted for new employees in a position to manage budgets, or as a refresher for those currently in this type of position.

    In-person class size is limited to 12. In the event that the in-person class reaches capacity, a WebEx option is available to view the live training online.  

  • Thursday, Jan. 12 (9 am to 10:30 am)
    Budget Essential #2 - In Person:  https://pacific.bridgeapp.com/learner/training/8b8b97e2/enroll
    Budget Essentials #2 - Via WebEx:  https://pacific.bridgeapp.com/learner/courses/5efd88a3/enroll

    This course will cover the "how" and "when" for the various types of budget transfers. Financial Reporting will also cover expense transfers during this session. We will spend time reviewing the Expense/Revenue Transfer Guide flowchart to reinforce in which situations each type of transfer should be applied. This course is designed to be equally informative for both new employees in a position to manage budgets and for old hands who want to keep updated on the revised procedures.

    In-person class size is limited to 12.  In the event that the in-person class reaches capacity, a WebEx option is available to view the live training online.

  • Friday, Jan. 13 (9 am to 10:30 am)
    Salaries Management - In Person:  https://pacific.bridgeapp.com/learner/training/c08f51e4/enroll
    Salaries Management - Via WebEx:  https://pacific.bridgeapp.com/learner/courses/4dbd7b08/enroll  

    This course is designed as a lecture and discussion of the terminology and process for managing salaries from both the budget office and the department side. The participant will gain an understanding of how the process works, how savings are generated, allowed uses for temporary salary savings, avenues for additional salary funding, how to fill a position and future changes. This course is targeted at those persons who are involved in budgeting even if they are not directly responsible for position management.

    In-person class size is limited to 12. In the event that the in-person class reaches capacity, a WebEx option is available to view the live training online.

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