Training & Resources

We have refreshed our training courses to provide you with a better understanding of the budget planning and forecasting system functionality and the related processes and procedures to take full advantage of the financial management system, improve the understanding of financial information, and ensure departments’ success in the management of the university’s fiscal responsibilities.

To register for a classroom session, log in to the Cornerstone course registration website (please note, only authorized business owners, those who were invited and those identified by their business unit are able to register for courses).

To view a complete list of available online training materials, including presentations, job aids, and videos, please go to Canvas.

EPBCS020 - Enterprise Planning and Budgeting Cloud Service (Revenue and Expense)

Duration: 3-hour classroom course with hands on-computer exercises

Recommended Participants: Cost center and responsibility center planners who will perform budgeting in the Enterprise Planning and Budgeting Cloud Service application.  Fall courses are recommended for cost center planners. Spring courses are recommended for responsibility center planners.

Course Description: This hands-on course is designed to teach planners how to plan and develop their budget using the Enterprise Planning and Budgeting Cloud Service - Budget module. Users will learn system navigation, how to enter data into enhanced web forms as well as how to run reports. Participants must bring a department General Ledger accounting string to use for hands-on computer exercises.

EPBCSWKF030 - Enterprise Planning and Budgeting Cloud Service (Workforce Planning)

Duration: 3.5-hour classroom course with hands on-computer exercises

Recommended Participants: Cost center and responsibility center planners who will perform budgeting and workforce planning in the Enterprise Planning and Budgeting Cloud Service application. Fall courses are recommended for cost center planners. Spring courses are recommended for responsibility center planners.

Course Description: This hands-on course is designed to teach planners how to plan and develop their workforce budget using the Enterprise Planning and Budgeting Cloud Service - Workforce module. Users will learn to add, remove, assign and vacate positons as well as how to update salaries and employee charging instructions.

EPBCSWKF040 - Enterprise Planning and Budgeting Cloud Service (Workforce Budget Position Reconciliation)

Duration: 3-hour classroom course with hands on-computer exercises

Recommended Participants: Cost center and responsibility center planners who will perform budgeting and workforce planning in the Enterprise Planning and Budgeting Cloud Service application. Fall courses are recommended for cost center planners. Spring courses are recommended for responsibility center planners. Participants should have already taken EPBCSWKF030.

Course Description: This hands-on course is designed to teach planners how to reconcile Workforce Budget position rosters to current PeopleSoft HR data.  Users will learn how to reconcile new positions to vacant, existing or newly created positions as well as how to update salaries and employee charging instructions for reconciled positions.