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Training & Event Calendar

Register for a Budget & Finance Support training class or event today!

*For past events, view recorded webinars.

Past Training & Events

April 2021

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!) 
BI & Financial Reporting: P2P Panorama
Thursday, April 22, 2021 @ 9:00 - 10:30am
Join Oracle functional leads and the Oracle BI team as we dive into the new Procure-to-Pay Panorama. Built on Oracle data analytics' power, this dashboard is designed to give you insights into all transactions related to UC San Diego's supply chain within Oracle. This live overview of the P2P Panorama will provide you with the interactive tools you need to gather insights into your OFC transactions. Don't miss it!
Sponsored Projects Specialized Processes: Seminar 4
Monday, April 5, 2021 @ 9 - 10:30 a.m.

Topics include Sponsored Project Closeout, Industry-Initiated/Sponsor-Initiated Clinical Trials, Fabrications and Reading your Award Balance.

Incoming & Outgoing Subawards: Seminar 5
Wednesday, April 7, 2021 @ 9 - 10:30 a.m.

Topics include MCAs intercampus, Non UC and more!

External Revenue: Seminar 6
Monday, April 12, 2021 @ 9 - 10:30 a.m.

Topics include Incoming Service Agreements, Contract Management, Gift Revenue, Intercampus transfers ILTF and associated reports.

Subledger Variances: Seminar 7
Wednesday, April 14, 2021 @ 9 - 10:30 a.m. 
Topics include Default Projects, Purchase Orders and Commitment Reconciliation, Exception reporting, & Cost transfers.


Internal Revenue/Recharges: Seminar 8
Monday, April 19, 2021 @ 9:00am - 10:30am
Topics include internal revenue, tailored information for auxiliary units/recharge, PPM updates and more!


Financial Reporting & Salary Projections: Seminar 9
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!


Hot Topics: Profile Setup & Management 
Wednesday, April 28, 2021 @ 11:00am - 12:00pm
Join the IPPS Team for the next session of Hot Topics! This session will focus 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.

March 2021

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?


Hot Topics: Wire Payments
Wednesday, March 24, 2021 @ 11:00 a.m. - 12:00 p.m.
Join the IPPS Team for the next session of Hot Topics! This session will focus on both travel and non-travel wire payments. Our instructors will be reviewing best practices, provide a live tutorial, and host a live Q&A.


PPM Subledger: Seminar 2
Monday, March 29, 2021 @ 9 - 10:30 a.m.
Project Portfolio Management — Understanding the PPM subledger and relationship to the General Ledger: Topics include understanding the PPM Subledger, transactions within PPM, managing project activities, and commonly used PPM reports.


General Ledger: Seminar 3
Wednesday, March 31, 2021 @ 9 - 10:30 a.m.

Topics include understanding the General Ledger in OFC and purpose, journal workflow, commonly used GL reports, and more!

February 2021

Payables: The Elements of Accounts Payable
Thursday, February 11, 2021 @ 9-10:00 a.m.
The University "Payables: The Elements of Accounts Payable" training provides a baseline overview of the various sources of payables transactions, how COA and POETAF drive the posting of these transactions, the flow of a transaction once its within Oracle Payables, how to minimize cost transfers, how to access information, and other key concepts to help navigate the everyday when it comes to payables.


BI & Financial Reporting Series: Project Cost Transfer & Updates
Thursday, February 18, 2021 @ 9-10:30 a.m.
Join the Oracle BI team and Cost Transfer SMEs for a demo of the new Project Cost Transfer Dashboard, review the S&S process for requesting the cost transfer initiator/approver roles, and review the Cost Transfer Best Practices Knowledge Base Article.


Hot Topics: Oracle Requester Role and Concur Delegates
Wednesday, February 24, 2021 @ 11:00 a.m. - 12:00 p.m.
Join the IPPS Team for the second session of Hot Topics! 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.


BI & Financial Reporting Series: Transaction/Reconciliation Dashboard
Thursday, February 25, 2021 @ 9:00am - 10:30am
Join Oracle functional leads and the Oracle BI team as we 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!

January 2021

Oracle: Buying and Paying for PO Requisitioners
Thursday, January 7, 2021 @ 9:00am - 11:00am
This course will be especially valuable for employees who want to further their understanding of buying on campus. Instruction will involve an introduction to Oracle Procurement as well as hands-on practice and feedback to gain valuable, practical experience. 


Concur: Event and Expense Reimbursements
Tuesday, January 12, 2021 @ 9:00am - 11:00am
The course will include an in-depth explanation of Concur processes related to meetings, entertainment, and business expense reimbursements. This course will be especially valuable for employees who host meetings and events and want to further their understanding of the expense reconciliation process via Concur. Intended for preparers, meeting/event hosts, financial managers, and entertainment approvers who are familiar with Entertainment Policy BUS-79 and would like to learn about more advanced meetings and entertainment terminology and concepts.


University Procurement Card Program
Tuesday, January 12, 2021 @ 1:30pm - 4:00pm
The course will include more in-depth explanations of changes coming with the University Procurement Card Program. This course will be especially valuable for employees who oversee and/or use the Procurement Card and want to orient themselves in the new system. Intended for preparers, cardholders, and fund/financial managers who are familiar with buying and paying for low value goods and services on campus.and would like to learn about more advanced Procurement Card terminology and concepts.


Oracle: Buying and Paying for Financial Unit Approvers
Thursday, January 14, 2021 @ 9:00am - 11:00am
​This course will be especially valuable for employees who will be approving invoices and requisitions for purchase orders in Oracle Procurement. Instruction will involve an overview of responsibilities and functions as well as hands-on practice and feedback to gain valuable, practical experience.


Oracle: Buying and Paying for PO Requisitioners
Thursday, January 21, 2021 @ 9:00am - 11:00am
This course will be especially valuable for employees who want to further their understanding of buying on campus. Instruction will involve an introduction to Oracle Procurement as well as hands-on practice and feedback to gain valuable, practical experience.

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.


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.
UC San Diego Travel: Before You Go
Thursday, January 28, 2021 @ 9-11:00 a.m.
The course will include an in-depth explanation of topics covered in the Concur Travel and Expense eCourse. This course will be especially valuable for employees who travel or book business travel and want to further their understanding of travel preauthorization and UC San Diego's instance of Concur Travel booking tool. Intended for travel arrangers, delegates, travelers, and financial managers who are familiar with Travel Policy G-28 and would like to learn about more advanced Concur Travel terminology and concepts.

UC San Diego Travel: Reporting Expenses
Thursday, January 28, 2021 @ 1-3:00 p.m.
The course provides an overview of UC San Diego travel policy and procedure, including summarized guidelines, resources, and information about online tools. In this course, you will learn about Concur processes for prepaying travel and claiming expenses after the business trip occurs in accordance to Travel Policy G-28. Intended for those involved in the process of trip reconciliation for business travel at UC San Diego, including travelers, preparers (Concur Delegates) and approvers.

December 2020

Oracle: Buying and Paying for PO Requisitioners
Thursday, December 1, 2020 @ 9-11:00 a.m.
This course will be especially valuable for employees who want to further their understanding of buying on campus. Instruction will involve an introduction to Oracle Procurement as well as hands-on practice and feedback to gain valuable, practical experience. Intended for fiscal administrators, fund managers and financial managers who are familiar with sponsored award management on campus and would like to learn about more advanced buying terminology and concepts.


Oracle: Buying and Paying for Financial Unit Approvers
Thursday, December 3, 2020 @ 9-11:00 a.m.
​This course will be especially valuable for employees who will be approving invoices and requisitions for purchase orders in Oracle Procurement. Instruction will involve an overview of responsibilities and functions as well as hands-on practice and feedback to gain valuable, practical experience. Intended for fiscal administrators, fund managers and financial managers who are familiar with sponsored award management on campus and would like to learn about more advanced buying terminology and concepts.

Oracle: Buying and Paying for PO Requisitioners
Thursday, December 10, 2020 @ 9-11:00 a.m.
This course will be especially valuable for employees who want to further their understanding of buying on campus. Instruction will involve an introduction to Oracle Procurement as well as hands-on practice and feedback to gain valuable, practical experience. Intended for fiscal administrators, fund managers and financial managers who are familiar with sponsored award management on campus and would like to learn about more advanced buying terminology and concepts.


Payment Compass Webinar
Monday, December 14, 2020 @ 9:00am - 10:00am
The Payment Compass Webinar will provide a general overview of Payment Compass uses and navigation. Topics will include Payee Registration and General Payment Compass navigation. The Webinar will consist of a 20-30 minute presentation followed by a Q&A session.

Cost Transfer Training
Monday, December 14, 2020 @ 1:30-3:00pm
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!

November 2020

UCPath and Financial Information System Town Hall
Wednesday, November 4, 2020 @ 1:30pm - 3:00pm
Join us for a faculty and staff town hall, hosted by Vice Chancellor and Chief Financial Officer, Pierre Ouillet, and moderated by Director of Finance & Budget EVCAA, Adam DiProfio. This town hall will focus on UCPath and Financial Information System status updates and efforts to support and improve department operations.

Oracle: Buying and Paying for Financial Unit Approvers
Thursday, November 5, 2020 @ 9:00am - 11:00am
​This course will be especially valuable for employees who will be approving invoices and requisitions for purchase orders in Oracle Procurement. Instruction will involve an overview of responsibilities and functions as well as hands-on practice and feedback to gain valuable, practical experience. Intended for fiscal administrators, fund managers and financial managers who are familiar with sponsored award management on campus and would like to learn about more advanced buying terminology and concepts.

Oracle: Buying and Paying for PO Requisitioners
Thursday, November 12, 2020 @ 9-11:00 a.m.
This course will be especially valuable for employees who want to further their understanding of buying on campus. Instruction will involve an introduction to Oracle Procurement as well as hands-on practice and feedback to gain valuable, practical experience. Intended for fiscal administrators, fund managers and financial managers who are familiar with sponsored award management on campus and would like to learn about more advanced buying terminology and concepts.
Payment Compass Webinar
Tuesday, November 17, 2020 @ 1:30pm - 2:30pm
The Payment Compass Webinar will provide a general overview of Payment Compass uses and navigation. Topics will include Payee Registration and General Payment Compass navigation. The Webinar will consist of a 20-30 minute presentation followed by a Q&A session.
Cost Transfer Role Mapping Webinar
Wednesday, November 18, 2020 @ 1:30-2:00 p.m. 
Friday, November 20, 2020 @ 9:30-10:00 a.m. 
Sessions will provide an overview of the Oracle roles needed to initiate or approve cost transfers. The webinar will consist of a 10 minute presentation followed by a Q&A session. Departments should complete role requests by December 1.