Tag Archives: Cognos

Finance Open Labs Scheduled

Several Finance Open Labs have been scheduled. Open labs are informal sessions where qualified personnel are available to assist department users who have access to the Common Finance System (CFS), which includes the Finance Data Warehouse. We will also assist users who have access to Cognos Reporting and Financial Transaction Services (FTS).

Come to the open lab for help on a number of topics, including:

  • Understanding Procurement policies and guidelines
  • Entering web requisitions and travel reimbursements in FTS
  • Running a PO Life Cycle report in CFS
  • Assistance in reviewing financial activity in a Finance Data Warehouse report
  • Navigating the Procurement/Accounts Payable website
  • Recording receipts and inspections
  • Reviewing PO and requisition information in PeopleSoft

Be sure to bring your login information with you.

Finance User Open Labs
Date Time Location
Fri, Feb 10 9:00 am to 11:00 am Clark Hall 505
Fri, Feb 24 9:00 am to 11:00 am Clark Hall 505
Fri, Mar 9 9:00 am to 11:00 am Clark Hall 505
Fri, Mar 23 9:00 am to 11:00 am Clark Hall 505
Fri, Apr 6 9:00 am to 11:00 am Clark Hall 505
Fri, Apr 20 9:00 am to 11:00 am Clark Hall 505
Fri, May 4 9:00 am to 11:00 am Clark Hall 505
Fri, May 18 9:00 am to 11:00 am Clark Hall 505
Fri, Jun 1 9:00 am to 11:00 am Clark Hall 505
Fri, Jun 15 9:00 am to 11:00 am Clark Hall 505
Fri, Jun 29 9:00 am to 11:00 am Clark Hall 505

 

Employees in need of training to access any of the Finance systems (FTS, CFS and Data Warehouse) should contact the CMS Help Desk first for assistance. You can find a list of training courses that are required to access the Finance systems at Training for Employees. Please contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530 if you have any questions.

FIN008 CFS Data Warehouse Training

In support of the CFS Data Warehouse, the CMS Training Team has scheduled several FIN008 CSU Finance Data Warehouse training sessions. These sessions provide training on the new financial data warehouse, as well as lab time to set up report defaults and work with your own data. This training is required to gain access to the CFS Data Warehouse. If you currently run Cognos Financial reports, you need to take this training.

  • Dates: Tuesdays & Thursdays, Oct 4 – Nov 17
  • Time: 8:30 a.m. – 11:30 a.m.
  • Location: Clark Hall 505
  • Prerequisites: None

Please note that pre-enrollment in these sessions is required. You must be enrolled at least 2 business days prior to the class session so we can create your access in the database. For instructions, see Search for a Course and Enroll in a Session (pdf).

If you already have access to CFS, you will not need to complete a System Access Request form (pdf). If you do not have access to CFS, bring a signed System Access Request form to your training session.

Contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530 with any questions.

Fall ’11 Finance & PASS Open Labs – Updated 12/1

Update 8/23/11: Rooms have been changed as shown in bold below.

Update 8/26/11: Due to priority training, the Finance & PASS Open Lab for Friday, September 9 is cancelled.

Update 12/2/11: Unfortunately, the Finance & PASS Open Labs for December 9 and 16 have been cancelled.

Open labs for Finance, PASS, and reporting assistance have been scheduled. Open labs are informal sessions where qualified trainers are available to assist department users with the Finance System, including Cognos, Oracle/PeopleSoft Legacy, and Financial Transaction Services (FTS). Come to open lab for help on a number of topics, including:

  • Running and understanding Cognos reports
  • Entering web requisitions/travel reimbursements
  • Navigating the PASS website
  • Recording receipts and inspections
  • Reviewing PO/requisition information in PeopleSoft

Note: Remember to bring your login information with you to the lab.

Finance & PASS Open Labs
Date Time Location
Friday, August 12 8:30 a.m. to 11:30 a.m. Clark Hall 503
Friday, August 19 8:30 a.m. to 11:30 a.m. Clark Hall 503
Friday, September 9 8:30 a.m. to 11:30 a.m. cancelled
Friday, September 23 8:30 a.m. to 11:30 a.m. Clark Hall 503
Friday, October 7 8:30 a.m. to 11:30 a.m. Clark Hall 505
Friday, October 21 8:30 a.m. to 11:30 a.m. Clark Hall 505
Friday, November 4 8:30 a.m. to 11:30 a.m. Clark Hall 505
Friday, November 18 8:30 a.m. to 11:30 a.m. Clark Hall 505
Friday, December 9 8:30 a.m. to 11:30 a.m. cancelled
Friday, December 16 8:30 a.m. to 11:30 a.m. cancelled

Finance & Reporting and PASS Open Labs

Open labs for Finance, PASS, and reporting assistance have been scheduled. Open labs are informal sessions where qualified trainers are available to assist department users with the Finance System, including Cognos, PeopleSoft, and the Finance Web Component. Come to open lab for help on a number of topics, including:

  • Running and understanding Cognos reports
  • Entering web requisitions/travel reimbursements
  • Navigating the PASS website
  • Recording receipts and inspections
  • Reviewing PO/requisition information in PeopleSoft

Note: Remember to to bring your login information with you to the lab. Please contact the CMS Help Desk at 408-924-1530 if you have any questions. Thank you.

Schedule:

  • Monday, July 7 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, July 14 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, July 20 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, July 21 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, August 4 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, August 11 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, August 25 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, September 15 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, September 22 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, October 6 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, October 20 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, November 10 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, November 17 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, December 8 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, December 15 8:30 – 11:30 a.m. Clark Hall 505

Managing Encumbrances Training Scheduled [complete]

Additional Managing Encumbrances (FIN006) training sessions have been scheduled. This training reviews Finance information, explains encumbrances, and walks you through reconciling encumbrances with the use of Cognos and PeopleSoft Finance.

Note: Remember to to bring your login information with you to the training. You will need a User ID and password for the Finanace Web Component, PeopleSoft Finance, and Cognos.

  • Wed, April 28, 1:30 – 4:30 p.m., Clark Hall 505
  • Fri, April 30, 8:30 – to 11:30 a.m., Clark Hall 505
  • Wed, May 12, 1:30 – 4:30 p.m., Clark Hall 505
  • Thurs, May 20, 9:00 – 12:00 p.m., Clark Hall 503
  • Tues, May 25, 1:30 – 4:30 p.m., Clark Hall 503
  • Tues, June 8, 9:00 – 12:00 p.m., Clark Hall 503
  • Wed, June 16, 1:30 – 4:30 p.m., Clark Hall 503
  • Fri, June 25, 9:00 – 12:00 p.m., Clark Hall 503
  • Tues, June 29, 1:30 – 4:30 p.m., Clark Hall 503

Please contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530 if you have any questions. Thank you.