Finance Training course timetable
Tuesday 16 April
09:30 |
This is a classroom version of the Budgeting 1: Introduction to Budgeting held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room) Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road. This session introduces the theory and practice of budgeting, looking at why and how budgets can be set. Group exercises are used to prompt discussion around the types of costs that should be included in a budget and decision making when setting budgets. The session will give an overview of the budgeting process in the university and then focus in more detail on practical tools for day-to-day budgeting. Note: This session does not cover the detailed budgeting and rules relating to individual research grants. |
How to make a group booking with Key Travel - Organising group travel for research or to undertake work on behalf of the University. This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking group travel (10 passengers or more) on behalf of the University. Key Travel’s Specialist Travel team will take you through the process of group bookings including:
The primary purpose of the training session will be to walk you through the booking process, however, there will also be opportunities to ask questions and explore the services provided. |
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15:00 |
Tableau Drop In Sessions (via Teams)
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
« Description not available » |
Wednesday 17 April
09:30 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. |
Thursday 18 April
09:30 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. |
11:00 |
There are many benefits to working at Cambridge. In this session we will explore how to make the most of the discounts and resources you are entitled to and highlight the activities available to help you make the most of working here. |
Friday 19 April
09:30 |
This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions. |
11:00 |
Tableau Drop In Sessions (via Teams)
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
11:30 |
Tableau Drop In Sessions (via Teams)
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Tuesday 23 April
09:30 |
This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:
In this course we will not access the Grants module in CUFS. The course material will be split across 2 webinars on consecutive days |
15:00 |
Tableau Drop In Sessions (via Teams)
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Wednesday 24 April
09:30 |
This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:
In this course we will not access the Grants module in CUFS. The course material will be split across 2 webinars on consecutive days |
12:00 |
Concur – Acting as a First Approver
Finished
An overview of how to act as an approver in the expenses claim process using SAP Concur software. This includes:
|
Friday 26 April
09:30 |
This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions. |
11:00 |
Tableau Drop In Sessions (via Teams)
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
11:30 |
Tableau Drop In Sessions (via Teams)
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Tuesday 30 April
14:00 |
IN PERSON - Tableau Server - Viewer
Finished
This is an in person classroom course held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room) Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road. |
15:00 |
Tableau Drop In Sessions (via Teams)
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
Wednesday 1 May
12:00 |
Concur – Mobile App
Finished
A short briefing on how to use all of the features of the Concur mobile app to submit expenses claims. This includes:
|
Thursday 2 May
09:30 |
Virtual - Cognos Introduction
Finished
Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above. Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material. |
How to book with Key Travel
Finished
How to book with Key Travel - Travelling for research or to undertake work on behalf of the University. This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking travel on behalf of the University. Key Travel is the University’s preferred supplier for travel management services and provides the following support for colleagues:
The primary purpose of the training session will be to walk you through the booking process using Key Travel’s online portal. However, the session will also provide you with hints and tips on how to identify the best travel options for your requirements. |
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14:30 |
« Description not available » |
Friday 3 May
09:30 |
Virtual - Cognos Introduction
Finished
Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above. Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material. |
11:00 |
Tableau Drop In Sessions (via Teams)
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |
11:30 |
Tableau Drop In Sessions (via Teams)
Finished
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges. |