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Guidelines for Purchasing or Finance Manager

Note: The responsibilites of a position vary widely from department to department. The following list of functions is intended as a guideline for those who are responsible for department purchases or finances.

Functions     Applications Available Training     
Available Documentation
Purchase and receive items PeopleSoft Financials

PeopleSoft Purchasing Part 1 - Requisitions and Receiving

PeopleSoft Purchasing Part 2 - Direct POs

Accessing Your Project Grant Statements, Tracking Expenses and Creating Electronic II's

General Ledger Journal Browses & Reference Info in the Information Warehouse

User Guide and Quick Reference cards
Manage a department or project budget PeopleSoft Financials

Financial Training for Academic Departments: Managing Fund 20 Project/Grants

Budget Analysis - Learning to Filter, Sort, Subtotal and Create Pivot Tables with your Financial Data

Accessing Your Project Grant Statements, Tracking Expenses and Creating Electronic II's

General Ledger Journal Browses & Reference Info in the Information Warehouse

User Guide and Quick Reference cards
Print and review reports Information Warehouse

Accessing Your Project Grant Statements, Tracking Expenses and Creating Electronic II's

General Ledger Journal Browses & Reference Info in the Information Warehouse

Info Warehouse: Accessing Time Collection, Registrar, Labor Accounting & Telephone Reports

Budget Analysis - Learning to Filter, Sort, Subtotal, and Create Pivot Tables with your Financial Data

Quick Reference cards

For information on setting up the Financial Manager Portal for the Information Warehouse, see the Our Systems page of the Office of Finance and Treasury website.

Maintain Grad Student support Labor Accounting: Grad Student Support

Labor Accounting: Graduate Student Support

Online help: Click Help button in Labor Accounting

User Guide

Maintain Faculty & Staff distributions and the department's Teaching Budget Labor Accounting: Faculty & Staff Distributions

Labor Accounting: Faculty, Staff and Grad Student Support

Online help: Click Help button in Labor Accounting

User Guide

Enter and update summer support for faculty Labor Accounting: Faculty & Staff Distributions

Labor Accounting: Faculty Summer Salaries

Online help: Click Help button in Labor Accounting

User Guide