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Budget and Finance

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Training & Resources

Budget 101 Training

This training is for those interested in learning more about the SDSU budget process and its inter-relationships with the State of California and the Chancellor’s Office budget processes. Training is geared towards those individuals who are responsible for budgeting activities within their departments, colleges or divisions. Our goal is that participants will leave this training with a better understanding of the SDSU budgeting process and the tools available to assist departments in managing their budgets.

Topics to be covered include:

Budget Process — overview of State, Chancellor’s Office and SDSU Budget process
Funding Sources — beyond appropriations, an overview of revenue sources — i.e. student fees, cost recovery, other funds
Carry-forward Process — what happens if I have budget left over at year-end, where does the budget go?
Account Segments — find out what the values mean and why it is important to use them!
Reports and Queries — overview of the reporting tools that are available to assist departments in managing their budgets

Budget 101 Training Dates

Budget 101 Training Materials:

Position Management Training

This training is for those interested in learning more about PeopleSoft Position Management and its touch points with human resource functions. Training is geared towards those individuals who are responsible for coordinating position and payroll activity within their departments, colleges or divisions. Our goal is for participants to attain better understanding of the inter-relationships between position management, employment, payroll and labor cost distribution.

Topics to be covered include:

Overview of Position Management
Position Action Request (PAR) form
Position Actions
Funding Levels
Position Reports
Overview/Highlights of Employment and Payroll
Overview of Labor Cost Distribution
Labor Distribution Adjustment (LDA) form
When to do LDA versus PAR versus Payroll Adjustment
Payroll Reports

Position Management Training Dates
Position Management Slides [PPT]

Note: documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view; download Adobe Acrobat Reader. Documents in Powerpoint format (PPT) require Microsoft Viewer, download powerpoint.

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This page last updated April 3, 2012
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