Budget Distribution

Training for users who will initiate, upload, updates and/or approve budget distribution data.

Category and Course Description of Web-Based Training (WBT) Classes Required Training for  Inquiry (In), Approver (A),  or Initiator (I)? Delivery Method Duration (Minutes) Completion required to attend Instructor Led Training (ILT)?
PHCMNAV100: PeopleSoft Overview

This web-based training provides an overview of PeopleSoft and the modules for users who perform transactions beyond self-service. This course:

  • Discusses UCPath, its key benefits, and the role of the UCPath Center
  • Recognizes and defines UCPath key terms and acronyms
  • Lists and describes the UCPath system module

Required for

In, A and I

 Web-Based Training 20 minutes Yes
PHCMNAV105: Basics and Navigation

This online training is a prerequisite course for users who perform transactions beyond self service. It provides an overview of all standard UCPath functionality including:

  • How to navigate UCPath
  • An overview of the available field types and data entry methods
  • Information on how to access the UCPath Help site

Required for

In, A and I

 Web-Based Training 1 hour Yes
PHCMNAV106: Reports and Processes

This web-based training is a prerequisite course for users who run reports or processes in UCPath. This course describes standard functionality for reports and processes in UCPath and teaches users how to run reports and processes.

Required for

In, A and I

 Web-Based Training 20 minutes Yes
PHCMNAV108: Cognos Reports

This course introduces Cognos report consumers to the basic layout and navigation of Cognos reports for UCPath, including accessing and running a report, scheduling a report, viewing report output, saving report output, and exporting report output to Excel. This course teaches users:

  • How to access Cognos from the UCPath portal
  • How to browse for reports
  • How to run reports and navigate report results
  • How to manage report outputs and schedule a reports

Required for

In, A and I

 Web-Based Training 30 minutes Yes

PHCMGEN100: Commitment Accounting Overview 

This course provides an overview of the functionality in the UCPath Commitment Accounting module.

Required for

In, A and I

 Web-Based Training 30 minutes Yes

PHCMGEN101: ChartField Configuration

This course familiarizes users with configuration setup for Commitment Accounting and the ChartField values at UC.

Required for

In, A and I

 Web-Based Training 15 minutes Yes

PHCMGEN102: GL Assessment ConfigurationThis course provides information about the creation and grouping of assessments in UCPath.

Required for

In, A and I

 Web-Based Training 30 minutes Yes

PHCMGEN110: Funding Entry Inquiry

This course provides an overview of the customized process for funding functionality.

Required for

In, A and I

 Web-Based Training 33 minutes Yes

PHCMGEN112: Budget Inquiry

This course provides an overview of budget functionality as well as practice viewing various budget and position pages.

Required for

In, A and I

 Web-Based Training 30 minutes Yes

PHCMGENL215:  Budget Distribution

This course provides instruction for data entry and snapshot tasks related to GL budgeting.

*Coming Soon

 Required for A  and I Intructor Led Training,Classroom Training 4 hours -