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Did you miss a training, event or live webinar? Recorded webinars are available to watch on-demand at your convenience.

 

Past Events by Category

BI & Financial Reporting Series

BI & Financial Reporting Series: Exceptions Panorama
Thursday, February 25, 2021 @ 9:00am - 10:30am
Watch the Oracle functional leads and the Oracle BI team dive into the new Exceptions Panorama. Built on the power of Oracle data analytics, this dashboard is designed to highlight the transaction discrepancies and errors in the Oracle financial system and touch on fixing those discrepancies and related resources. Don't miss it!


BI & Financial Reporting Series: Project Cost Transfer Panorama
Thursday, February 18, 2021 @ 9:00am - 10:30am
A live webinar about Oracle cost transfers (post-training updates) including access requests, best practices for justifications and consequences, and PI/PM notifications. The demo will take you through the Cost Transfer Panorama, which supports the post-audit review, a department's ability to see cost transfers processed, and all transfers' status.


BI & Financial Reporting Series: Projects Dashboard
Thursday, January 28, 2021 @ 9:00am - 10:30am
Join the new centralized Oracle BI team and see the future of UCSD financial reporting. From security enhancements to a streamlined user experience, we are excited to introduce you to a world of data at your fingertips. During the first 90 minute session of the series, we will explore the new Project Dashboard, walk through the newly revised processes for requesting support, additional reporting needs and talk about our plan to deliver high quality solutions directly to you.
Downloadable: Training Deck


Financial Reporting Demo
Thursday, October 15, 2020
Dedicated session with the support team to review Blink and Knowledge Base content to support department reporting and familiarize participants with how to located and interpret data in Oracle.

Financial System Webinars

PPM Personnel Updates & Tasks to Projects Re-Conversion
Friday, April 16, 2021 @ 8:30 - 9:30am
Join us for a webinar on two optional, one time processes to support departments for 1) Updating Project Personnel such as Fund Manager and MSO/DBO and 2) Re-conversion of existing tasks to new projects (including costs!) 
Downloadable: Training Deck and Live Q&A
File Instructions: Restructure PPM General Projects (Update A) and Project Personnel Assignments (Update B) by 4/28

Oracle: The Elements of Accounts Payable
Thursday, February 11, 2021 @ 9:00am - 10:00am
The University "Payables: The Elements of Accounts Payable" training provides an overview of the various sources of payables transactions, how COA and POETAF drive the posting of these transactions, the flow of a transaction once it is within Oracle Payables, how to minimize cost transfers, how to access information, and other key concepts to help navigate the every day when it comes to payables.
Downloadable: Training Deck and Live Q&A 
Monday, December 14, 2020 @ 1:30pm - 3:00pm
Wednesday, December 16, 2020 @ 9:00am - 10:30am 
The University Cost Transfers training provides a general overview of the various types of cost transfers, uses, and system navigation. Topics include how to initiate & approve cost transfers, view cost transfers in OFC, and more!
Downloadable: Training FAQs and Training Deck

Cost Transfer Role Mapping Webinar
Wednesday, November 18, 2020
A overview of the Oracle roles needed to initiate or approve cost transfers. The webinar consists of a 10 minute presentation followed by audience Q&A. Departments should complete role requests by December 1.


Payment Compass Webinar
Tuesday, November 17, 2020
Session provides an overview of Payment Compass navigation as well as the registration process. The webinar consists of a 40-minute presentation followed by a Q&A session.


Recharge with Focus on MCI File Submissions
Monday, September 28, 2020
Target audience for this refresh training is recharge units and anyone with questions about generating successful MCI files.


Project Portfolio Management: Awards Cost Sharing and Transfers
Tuesday, September 15, 2020
Learn about cost sharing and cost tracking for PPM Awards.

Fund Management Series

#1 Fund Management: PPM General Project Structure Options
Monday, March 15, 2021 @ 9:00am - 11:00am
Topics to include the revised PPM User Guide and the pros and cons associated with PPM budget-based vs. GL chart string-based structures.
Downloadable:  Training Deck

#2 Fund Management: General Ledger
Wednesday, March 31, 2021 @ 9:00am - 10:30am
Topics include understanding the General Ledger in OFC and purpose, journal workflow, commonly used GL reports, and more!
Downloadable:  Training Deck


#3 Fund Management: PPM Subledger
Monday, March 29, 2021 @ 9:00am - 10:30am
Topics include understanding the PPM Subledger, transactions within PPM, managing project activities, and commonly used PPM reports.
Downloadable:  Training Deck


#4 Fund Management: Sponsored Projects Specialized Processes
Monday, April 5, 2021 @ 9:00am - 10:30am
Topics include Sponsored Project Closeout, Industry-Initiated/Sponsor-Initiated Clinical Trials, Fabrications, Program Income and Reading your Award Balance.
Downloadable:  Training Deck


#5 Fund Management: Incoming & Outgoing Subawards
Wednesday, April 7, 2021 @ 9:00am - 10:30am
Topics include MCAs intercampus, Non UC and more!
Downloadable:  Training Deck


#6 Fund Management: External Revenue
Monday, April 12, 2021 @ 9:00am - 10:30am
Topics include Incoming Service Agreements, Contract Management, Gift Revenue, Intercampus transfers ILTF and associated reports.
Downloadable:  Training Deck


#7 Fund Management: Subledger Variances
Wednesday, April 14, 2021 @ 9:00am - 10:30am
Topics include Default Projects, Purchase Orders and Commitment Reconciliation, Exception reporting, Cost transfers and more!
Downloadable:  Training Deck


#8 Fund Management: Internal Revenue/Recharges
Monday, April 19, 2021 @ 9:00am - 10:30am
Topics include internal revenue, tailored information for auxiliary units/recharge, & PPM updates!
Downloadable: Training Deck


#9 Fund Management: Financial Reporting & Salary Projections
Wednesday, April 21, 2021 @ 9:00am - 10:30am
Topics include reports.ucsd.edu, faculty MyFunds/EBS-like reporting, standard & managerial account hierarchy updates, salary projections, and new PPM names on reports!
Downloadable: Training Deck

IPPS Hot Topics

Hot Topics: POET Information in Oracle Procurement and Concur
Wednesday, January 27, 2021 @ 11:00am - 12:00pm
This session will feature guidance on how to accurately populate POET information in Oracle Procurement and Concur. Instruction is intended for individuals who process transactions in Oracle Procurement and Concur using chart strings (charge accounts) associated with projects.


Hot Topics: Oracle Requester Role and Concur Delegates
Wednesday, February 24, 2021 @ 11:00 a.m. - 12:00 p.m.
This session will focus on the Oracle Requester role and the Delegate role in Concur. Instruction is intended for individuals who process transactions in Oracle Procurement and Concur.


Hot Topics: Wire Payments 
Wednesday, March 24, 2021 @ 11:00am - 12:00pm

Join the IPPS Team for the next session of Hot Topics! This session will focus on both travel and non-travel-related wire payments. Our instructors will review best practices, provide a live demonstration, and host a Q&A session.


Hot Topics: Profile Setup & Management 
Wednesday, April 28, 2021 @ 11:00am - 12:00pm
This session focuses on the importance of profile setup and management as it relates to Concur and Oracle Procurement. Our instructors will be reviewing Oracle Procurement and Concur best practices, provide a live tutorial, and host Q&A.


Hot Topics: Commitments
Wednesday, May 26, 2021 @ 11:00am - 12:00pm
Join the IPPS Team for the next session of Hot Topics! This session will focus on Commitments as it relates to Concur and Oracle Procurement. Our instructors will be reviewing Oracle Procurement and Concur best practices in viewing and lifting commitments, provide a live tutorial, and host Q&A. This is a great Hot Topics to attend as we approach fiscal deadlines.  


Hot Topics: Procurement and Travel & Entertainment Cards
Wednesday, July 28, 2021 @ 11:00am - 12:00pm
Join the IPPS Team for the next session of Hot Topics! This session will focus on University Card best practices, including Procurement Card Use Tax, Travel & Entertainment Card transaction reconciliation, and allocating expenses. Our instructors will review these topics, provide a live tutorial, and host Q&A.


Hot Topics: Lifting Commitments in Oracle Procurement & Payables
Wednesday, August 25, 2021 @ 11:00am - 12:00pm
Join the IPPS Team for the next session of Hot Topics! This session will focus on lifting commitments associated with requisitions, purchase orders, and invoices (e.g. Closing PO's). Our instructor will walk through the system steps live and show how to best utilize reports. There will be a chance to participate in Q&A at the end. 


Hot Topics: Concur Approver Roles
Wednesday, September 29, 2021 @ 11:00am - 12:00pm
Join the IPPS Team for the next session of Hot Topics! This is a monthly series dedicated to critical concepts and processes in Oracle Procurement and Concur. This session will cover the Approvals system in Concur – how it works, how to become an approver and best practices for departments managing their approvers. 

Town Halls

Finance Systems Operations (Login Required to View Recording)
Thursday, August 26, 2021 @ 1:30pm 

The transition to a modern financial management system remains difficult for fund managers, staff and faculty. We would like to invite you to a candid conversation on Thursday, August 26 at 1:30 p.m. Our colleagues from Information Technology Services, Business and Financial Services, Academic Affairs, Health Sciences, and Marine Sciences will join us to discuss the following topics and answer your questions: 1) Recognition of difficulties and issues 2) Fund manager staff support actions 3) Actions on outstanding issues and progress 4) Data management, automation and additional system changes 5 ) Reporting improvements: committees and process 6) Q&A
Downloadable:  Slide Deck and Town Hall Questions & Answers 

FIS Implementation – Reviewing Key Issues and Assessing Solutions
Monday, March 22, 2021 @ 9:00am 
The transition to a modern financial information system, while much needed, has been and remains difficult for faculty and staff.  We want to invite you to a candid conversation on Monday, March 22, at 9 a.m. The Senate will co-host a Town Hall on the Financial Information System implementation. Topics to include: key implementation issues and what have we learned, why did we go-live July 2020, what have we done to address implementation issues and what other fixes are in process, and what should faculty expect going forward?
Downloadable:  Slide Deck and Town Hall Questions & Answers


UCPath & Financial Information System Town Hall 
Wednesday, November 4, 2020
In this session, executive leadership and support teams provide a comprehensive update on system implementations, discuss issues raised by the campus community and outline efforts to support and improve department operations.  


Logistics Town Hall
Wednesday, August 26, 2020
UC San Diego Integrated Procure-to-Pay Solutions (IPPS) recently announced the integration of Mail Services and Material Support Service (MSS) into one unit: Logistics. Members of the Logistics’ leadership team hosted a Town Hall to address questions about all things Logistics as well as to share important operational updates related to COVID-19.