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Administration & Finance

Office of Administration
and Finance
p: 617-287-5100
af@umb.edu

Training

Training is a priority here at the University of Massachusetts Boston. One of the most important investments that we can make at the campus level is in the area of training and developing of our employees to assure success. Our Change Management Manager, Linda Perrotto, has been hard at work assisting in the creating and delivery of some great courses that will help employees transition into the new system. One of our objectives is to provide the best training and the proper practice database for each employee. 

Listed below are some of the classes that are currently offered or are in the development stages by Change Management manager Linda Perrotto. Linda looks forward to having you in one of her classes so she can share her knowledge and prepare each of us for success within the peopleSoft system. In order to sign up for one of these classes please contact:

Linda Perrotto

Change Management Lead

1st Floor, Quinn Administration Bldg

Finance Classes

• AP Vouchers (Centralized Users)
  • Change Management will announce new dates soon
• ePro and Approving (Centralized users & DeCentralized Users)
• ePro and Approving for Decentralize User
• Approving Presentation for Special Approvers (Select Group)
• Receiving and Presentation on Entering a Requisition and Approving (Central Users)
• Procard Overview Presentation and Hands-on Training in Reallocation ( All Procard Users)
• Journals for Central Users
  • Change Management will announce new dates soon
• Commitment Control (Central users)
• Finance/Grants Reporting (Centralized users & DeCentralized Users)
• Delta Query Create (Current employees who create queries)

Grants Classes

• Creating and Monitoring Awards
• Setting Up, Modifying and Tracking Grants Budgets
• Generating Bills: 
• Maintaining Receivables: 
  • Change Management will announce new dates soon
• Managing Grants for Department Decentralized Users

• Create Proposal for Decentralized Users
• Grants Accessing Reports and Inquiries
• Creating Proposals

Reporting Classes

• Financial Inquiring and Reporting

  This class will include how to access and interpret the standard month-end reports and how to inquire on a budget balance

Reporting - Computer Based Training

Finance Accessing Reports and Inquiries

Grants Accessing Reports and Inquiries