Training and Resources

We have refreshed our training courses to provide you with a better understanding of the financial management system functionality and the related processes and procedures to take full advantage of the financial management system, improve the understanding of financial information, and ensure departments’ success in the management of the university’s fiscal responsibilities.

Courses

  • Financial management system classroom instruction is offered through the Cornerstone registration website. To enroll navigate to the financial management and HR/Payroll courses.
  • Online instruction material can be viewed through the Canvas website. Login with your netid and password.
  • To arrange a training session specific to your department’s needs or if you have questions, please email Renee Haggwood at rh550@finance.rutgers.edu.

The following courses are offered by the University Controller's Office during various times throughout the year.

Foundational Courses

GN010: General Navigation

Duration -  2 hours

Recommended Participants -  Any one who has access to the Financial Management System

Course Overview - A tutorial available on Canvas, which introduces terminology, steps to log into in the financial management system, how to create favorites, how to search for data and understand the tiles on the home page.

COA010: Chart of Accounts (COA)

Duration -  2 hours

Recommended Participants -  Any one who will transact in the financial management, expense management and RU marketplace systems.

Course Overview - An instructor led presentation where participants will learn about the COA segment values, segment value hierarchies, cross validation rules, and how to request new COA segment values.

ACCT010: Accounting 101

Duration -  11/2 hours

Recommended Participants -  Any staff member who will transact in the financial management, expense management and RU marketplace systems and who are not familiar with accounting concepts and terminology.

Course Overview - An instructor led presentation where participants will gain a basic understanding of accounting fundamentals and key accounting concepts.

NHFMT010: New Hire Class for the Financial Management System

Duration -  3 hours

Recommended ParticipantsNew employees who have been employed by Rutgers University less than a year and will be responsible for the financials of their departments.

Course Overview - An instructor led class that provides an end-to-end view of the financial management system. Participants will be introduced to foundational concepts related to chart of accounts, projects, journals and financial reports. Participants will learn basic navigation, project inquiry, and how to  create general ledger journals. The course will familiarize participants on the reporting tools available in the financial management system.

Core Courses

GL020: Journal Entry and Approving

Duration -  2 hours

Recommended Participants - All employees who will enter journal transactions in the Financial Management System.

Prerequisites - GN010: General Navigation and COA010: Chart of Accounts (COA)

Course Overview - This course covers the journal entry process in the financial management system. Participants will learn how to create manual journals, either by a spreadsheet or form. The course will explain the approval process for journals. A tutorial is available on Canvas.

M030: Financial Managment System Reporting

Duration -  3 hours

Recommended Participants -  This course is intended for business managers or any employee responsible for managing and reporting their department's financials.

Prerequisites - GN010: General Navigation and COA010: Chart of Accounts (COA)

Course Overview - This instructor led hands on course provides an overview of how to use a variety of reporting tools in the financial management system. Participants will learn how to locate GL Balances, GL Transactions, Project Balances, Project Transactions, and Project Information. The course will review the reporting tools available (Financial Reporting Center, Business Intelligence Publisher, RU Saved Queries) and explain how each tool should be used to retrieve information.

PA010:  Non Sponsored Projects

Duration -  2 hours

Recommended Participants -  This course is intended for employees who will administer non-sponsored projects.

Prerequisites - GN010: General Navigation and COA010: Chart of Accounts (COA)

Course Overview - A tutorial available on Canvas, this course covers financial management processes for non-sponsored projects. Participants will learn foundational concepts related to projects in the financial management system. Participants will learn how to perform project inquiries,and review cost adjustments.

APA010: Advanced Project Adjustments

Duration -  3 hours

Recommended Participants -  Employees who have Advance Project Adjustment access in the Financial Management System

Prerequisites - GN010: General Navigation, COA010: Chart of Accounts (COA) and PA010: FM Non Sponsored Projects

Course Overview - This is a hands on session in which participants will perform project cost and revenue transactions, transfers and split transfers transactions. Participants will learn how to perform these advanced project adjustments, how to obtain the COA string and contract for a project, perform adjustment inquiries and view accounting entries.

TL020: Time Entry

Duration -  2 hours

Recommended Participants -  Employees who are responsible for entering or approving time for their department's staff.

Prerequisites - COA010: Chart of Accounts (COA)

Course Overview - This instructor led presentation covers the Time and Labor module in PeopleSoft. The course will address topics such as employee timesheets and Web Clock, entering time on behalf of an employee (timekeeper only), approving time, TRC Codes, Rules, Exceptions, and generating reports in the system.

CA020: Commitment Accounting/Reports

Duration -  3 hours

Recommended Participants -  This course is intended for business managers or any employee responsible for managing and reporting their department's financials.

Prerequisites - COA010: Chart of Accounts (COA)

Course Overview - This instructor-led course takes 2 hours. This instructor led presentation focuses on the Commitment Accounting Module in PeopleSoft. The course will include instruction on setting employee charging instructions, searching and navigating the Chart of Accounts as it pertains to employee salaries, and the use of the Salary and Wage Redistribution and Justification Application. This course will also explain how to run the payroll reports in Tableau.

Elective Courses

SV010: Smartview

Duration -  2 hours

Recommended Participants -  This course is intended for business managers or any employee responsible for managing and reporting their department's financials.

Prerequisites -  COA010: Chart of Accounts (COA) and M030: financial managment system Reporting

Course Overview - This instructor-led hands-on session provides an overview of how to use SmartView, an Excel and web-based reporting tool available through the financial management system. This course will include demonstrations of Rutgers Profit & Loss Excel Templates, and Trial Balance Adhoc Templates. Participants are encouraged to bring their own general ledger for use in the hands on exercises.

OTBI020: Oracle Transactional Business Intelligence (OTBI)
Reports – Query Building

Duration -  2 hours

Recommended Participants -  This course is intended for business managers or any employee responsible for managing and reporting their department's financials.

Prerequisites -  COA010: Chart of Accounts (COA) and M030: Financial Managment System Reporting

Course Overview - This instructor-led hands-on session provides an overview of how to useOracle Transitional Business Intelligence (OTBI) Query Building,  Oracle Transactional Business Intelligence distributes real time analytics that are embedded into financial business processes. Participants will learn how to create their own financial queries that access real time transactional data in a  format that is easy to understand. 

TAB010: Introduction to Running Basic Tableau Reports

Duraction - 1 hour

Recommended Participants - This course is intended for employees who have access to the Tableau Server and access to payroll information.

Course Overview - This 1-hour instructor led course with hands-on computer exercises will provide participants with a basic overview of Tableau and the steps necessary to run a report and download the report results. A short tutorial on how to run the FMS Payroll Distribution report and an explanation of other payroll reports available in Tableau will be given for those participants that have access to payroll information.

TAB020: Introduction to Tableau Report Development

Duraction - 3 hour

Recommended Participants - Participants must have approval and access to Tableau Server prior to registering for the course. They should also have experience navigating and running Tableau managed reports.

Course Overview - This course will teach participants how to create a Tableau dashboard comprised of multiple visualizations. It begins with a brief overview of Tableau features, Tableau Server navigation, the basics of working with Tableau, and the Oracle Cloud General Ledger data source. Then, the instructor will model the creation of various views and dashboards that participants will then replicate in hands-on computer exercises and publish to the Tableau Server Training project. There will also be a small segment covering optional Tableau Desktop functionality. If you are looking for training in running reports in Tableau, please see Introduction to Running Tableau Reports in our Course Catalog

CMGT010: Cash Management

Duration -  2 hours

Recommended Participants -  This course is intended for business managers or any employee responsible for managing and reporting their department's financials.

Prerequisites -  COA010: Chart of Accounts (COA) and GL020: Journal Entry and Approving

Course Overview - This 2 hour Virtual Instructor-led Presentation (via Skype for Business) provides an overview the process for doing a cash/check/credit card/wire transfer journal entry with a spreadsheet template.