Tag Archives: Finance

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.

Finance & Reporting and PASS Open Labs [complete]

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.

  • Wed, April 21, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, May 5, 8:30 – 11:30 a.m., Clark Hall 505
  • Tues, May 11, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, May 12, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, May 19, 8:30 – 11:30 a.m., Clark Hall 505
  • Tues, June 8, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, June 9, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, June 16, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, June 23, 8:30 – 11:30 a.m., Clark Hall 505

Please contact the CMS Help Desk at 408-924-1530 if you have any questions. Thank you.