Are you just starting out with budgeting?

We recommend our one-on-one training to get you up to speed in the tasks that are specific to your job and situation. Once you have a good grasp of the basic concepts and reports, then our classes will help you get to the next level—doing what you need to do more expertly and efficiently.

Just email the Budget Office to set up some one-on-one time.

Be sure to check out our many How-To and Reference Documents, as well.  And if you're brand new to SAP, sign up for Technology Resources' workshop, Getting Started with SAP.

Ready to take a class?

If you're not proficient with SAP, we suggest you first take Report Fundamentals to familiarize yourself with SAP terminology and report functionality.  This builds a foundation from which you can advance to budget reporting, grant reporting, time reporting, and other SAP tasks.

The next step is our Budget to Actual class, where you'll learn about the most widely used SAP report on campus.  We'll teach you how to report available budget, verify postings (budget, actual revenue, and actual expense), verify encumbrances, reconcile monthly actual postings, compare prior year expenditures to current year expenditures, and look at reserve/fund balances.

Budget-Related Reports is for users who are already accustomed to working with SAP as well as with the budgeting process itself.  It will help you fine-tune your skills with the most commonly used budgeting reports and introduce you to some you may not have tried.

Budgeting by Position is an advanced class for users who reconcile salary budgets.

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All classes are held in a computer lab and include hands-on activities using your accounts—be sure you have the necessary levels of access to SAP and know your account numbers.

Hand-outs will not be provided, but we will include a PDF of printable materials in your class confirmation email.

CURRENT SCHEDULE:

► Report Fundamentals

This 2-hour class covers SAP report functionality and terminology.  Rather than any particular report, we focus on the approach to the report process itself:  how to pull up the information you need, sort it, filter it, search using wildcards, work with layouts, create variants, and export data.

You should have the capability to run some report(s) in SAP in order to take this class.

SESSIONS AVAILABLE (click on date to register in a new window):

1/26/10 - Tues - 1:30-3:30pm - JCK 623

► NEW!  Budget to Actual Report

This 2-hour class covers all Budget to Actual functions, including the two new features added in July 2009 (Multi-Year Funds & Two-Year Actuals Comparison). 

You should be at least minimally experienced with running Budget to Actual before taking this class.

SESSIONS AVAILABLE (click on date to register in a new window):

11/11/09 - Wed - 9:30-11:30am - JCK 623

11/12/09 - Thurs - 1:30-3:30pm - JCK 623 - Sorry, this session is full.

2/3/10 - Wed - 9:00-11:00am - JCK 623

 ► Budget-Related Reports - Review and Tips & Tricks

This 2-hour class is a more advanced-level review of or introduction to the following reports most commonly used in the budgeting process:

• FMEDDW - Drilldown for Budget Entry Documents
• ZBUDACT - Budget to Actual – Prior Year Funds and Open Encumbrances
• ZOVERBUDGET - Overbudget Report (End Users)
• FMAVCR02 - Display Overall Data of Control Object
• ZFMRP_RFFMEP1AX - All Postings

You should be experienced with running at least some of these reports prior to attending.

SESSIONS AVAILABLE (click on date to register in a new window):

11/19/09 - Thurs - 9:00-11:00am - JCK 623

2/10/10 - Wed - 1:30-3:30pm - JCK 623

► Budgeting by Position

This 2-hour class describes the process and demonstrates the related reports used to track both permanent and current fiscal year salary budgets.

To participate in this class you must have access to both budget and salary data in SAP.

Some exercises utilize the BEx Analyzer, for which you need access to the BP2 system in SAP (used during budget development).  Contact the Budget Office if you have questions about BP2 access.

SESSIONS AVAILABLE (click on date to register in a new window):

12/2/09 - Wed - 1:30-3:30pm - JCK 623

2/18/10 - Thurs - 9:30-11:30am - JCK 623