Training
Summit Financial Reporting and PeopleSoft Financial Reporting and Budgets Lookup
Training is open to all faculty and staff and required for access. Please email jschlesinger@umassd.edu to sign up for training.
PeopleSoft Reporting and Budget Inquiry Training
Learn how to look up budget balances and run monthly Revenue and Expense, Open Encumbrance and Transaction Detail reports in PeopleSoft Finance.
| Date | Location | Time |
|---|---|---|
| Wednesday, September 10 | LIB 240 or Zoom | 2:00 PM to 3:30 PM |
| Wednesday, October 8 | LIB 240 or Zoom | 10:00 AM to 11:30 AM |
| Monday, November 3 | LIB 240 or Zoom | 2:00 PM to 3:30 PM |
| Wednesday, December 10 | LIB 240 or Zoom | 10:00 AM to 11:30 AM |
| Thursday January 8 | LIB 240 or Zoom | 2:00 PM to 3:30 PM |
| Wednesday, Feb 4 | LIB 240 or Zoom | 1:30 PM to 3:00 PM |
| Friday, March 6 | Zoom | 10:00 AM to 11:30 AM |
Summit Reporting
Learn how to look up a Budget Balance, Revenue and Expense Details, Open Encumbrances and Transaction Detail using the Department Management dashboard for financials.
| Date | Location | Time |
|---|---|---|
| Monday, September 8 | LIB 240 or Zoom | 10:00 AM to 11:15 AM |
| Tuesday, October 7 | Zoom | 10:00 AM to 11:15 AM |
| Wednesday, November 5 | LIB 240 or Zoom | 2:00 PM to 3:15 PM |
| Monday, December 8 | LIB 240 or Zoom | 2:00 PM to 3:15 PM |
| Wednesday, January 7 | LIB 240 or Zoom | 10:00 AM to 11:15 AM |
| Monday, February 2 | LIB 240 or Zoom | 10:00 AM to 11:15 AM |
| Tuesday, March 3 | Zoom | 10:00 AM to 11:15 AM |
If you are unable to attend one of these trainings, email jschlesinger@umassd.edu to setup an additional class.
Procurement and Expenses Training is conducted by the President's Office.
BuyWays Procurement
BuyWays Requisitioner and Shopper, BuyWays Approver, BuyWays Change Requests,
Contract Requester, Supplier Requester
A&FSupport@umassp.edu 774-545-UPST (8778)
Concur Travel and Expenses
Travel Requests, Travel Reservations, Expenses Entry, BankCard Expenses Entry, Expenses Approval
travelexpense-services@umassp.edu (774) 570-5507
This is recommended training only. Training may vary based on the needs of the department.
Administrative Assistants and Clerks
Buyways Requisitioner, BuyWays Supplier Requester, BuyWays Change Request, Direct Payment and Blanket Orders. Concur Travel Requests, Concur Travel Booking and Concur Expense Entry, Summit Financial Reporting 101.
Optional: PeopleSoft Reporting and Budgets Lookup. BuyWays Contract Requester
Department Managers, Directors
Buyways Approval, Concur Travel and Expenses Approval, Concur Travel Requests, Concur Travel Booking and Concur Expense Entry, Summit Financial Reporting 101. Optional: PeopleSoft Reporting and Budgets Lookup.
Deans, Vice Chancellors
Buyways Approval, Concur Travel and Expenses Approval, Concur Travel Requests, Travel Booking and Expense Entry, Summit Financial Reporting 101
Optional: PeopleSoft Reporting and Budgets Lookup.
PI’s and Professors
Buyways Approval (if approver for department or grant) or BuyWays Requisitioner (place orders, someone else approves), Concur Travel and Expenses Approval(if approver for department or grant), Concur Travel Requests, Travel Booking and Expense Entry, Summit Financial Reporting 101
Optional: PeopleSoft Reporting and Budgets Lookup
Professional Staff, Supervisors, Managers
Buyways Requisitioner, Concur Travel Requests, Travel Booking and Expense Entry, Summit Financial Reporting 101. Optional: PeopleSoft Reporting and Budgets Lookup.
Grad Student Employees and Maintainers and Temporary Employees(non-retiree)
Buyways Shopper, Concur Travel Requests, Concur Expense Entry