Training

Departmental Budget Training available through the Budget Office

Customized training sessions are available to Bowie State University budget managers and administrators that are specific to the needs of the various responsibility centers, at any time. Some frequently requested training sessions have included:

Subject: Steps to produce a budget detail report

Description: Identify the steps needed to create a report used by department managers to assess and analyze their responsibility areas. Detailed information will be provided on how to customize budget information in a useful reporting format.

Materials: PeopleSoft 8.4 Procedures/Navigations Summary Booklet

Application: Efficient and effective use of University resources

Subject: Completing a budget transfer

Description: Instructions are provided on how the budget transfer process works and how and when to initiate the process in the PeopleSoft system. In addition, information will be provided on allowable budget adjustments and how such entries impact departmental budgets.

Materials: PeopleSoft 8.4 Procedures/Navigations Summary Booklet

Application: Amending annual budgets

Subject: Steps to produce an expense summary report

Description: Identify the steps needed to create an expense summary report, used by department managers to assess and analyze area budgets. Participants will become familiar with: how to run an expense report for a specific department or project; how to drill from the expense report to the activity transaction log; how to customize the activity log; terms and definitions used in the reports; and how to send reports to a printer or export the results to an Excel spreadsheet.

Application: Budget monitoring