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 |
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 |
| 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 |
| 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 |
