PeopleSoft Financials - Fiscal Planning & Services

PeopleSoft training consists of in-person workshops/classroom training sessions and self-help documents, presentations and videos. Individuals can register for workshops and other training sessions online using the link below; self-help documents, presentations and videos are available via the links under the headings throughout this page.

nVision & Budget Reporting

How to Run a Drill Down in PS 9.1 (PDF)
How to Run a Drill Down in PS 9.1 (On-Line Video Tutorial)
How to Run nVision Reports in PS 9.1 (PDF)
How to Utilize Budgets Overview for Departments in PS 9.1 (PDF)
How to Utilize Budgets Overview for Grants in PS 9.1 (PDF)
How to Navigate in PS 9.1 (On-Line Video Tutorial)
PeopleSoft Financials Grant Users Guide (PDF)
PeopleSoft Financials Department Users Guide

University Budget Office

PeopleSoft Budgeting Information
How to Enter a Budget Transfer in PS 9.1

Procurement Office Training Materials:

Requester Training FS9.1 Entering a Commodity Requisition
Requester Training FS9.1 Entering a Service Requisition
Approval Training FS9.1 Requisition Approval Using Worklist
Approval Training FS9.1 Using Worklist (On-Line Video Tutorial)

Spreadsheet Upload Information:

Spreadsheet Upload Instruction Manual

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FInancial SERVICES

PeopleSoft Financials Training & Documentation

Deposit Management System (DMS)