University of Massachusetts Boston - Peoplesoft Implementation

Training

Campus 3

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.

As in previous implementations, we have set up the Practice Center in room 311 of the Quinn Administration building. The Practice Center will open sometime in December for all groups to visit and use the practice database, also known as the UAT. If you and your department would like to schedule a training session please contact Sean McInnis. We are encouraging all departments to visit the Practice Center and utilize the database to navigate and practice job functions within the Finance Applications and the Grant Management tool. By utilizing the practice database, you will increase your comfort level with additional hands on training and validate your security clearance needed for the "Go Live" date on January 22, 2007.

Listed below are some of the classes that are currently offered or are in the development stages by Change Management manager Linda Perrotto for our January 22, 2007 "Go live date." Linda looks forward to having you in one of her classes so she can share her knowledge and prepare each of us for January 22, 2007. 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
- Thursday, March 22, 9:00AM – 4:00PM
- Wednesday, March. 28, 9:00AM – 4:00PM
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

* Tuesday, March 20, 1:00PM – 4:00PM

* Thursday, March 29, 9:00AM – 12:00PM

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