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Budget
& Finance User Support
Course Catalog
BFS-BAIRS
Online Presentations:
Click on the "BFS-BAIRS Online Presentations" heading above and you will be taken to the eTrain website.
This site is intended for UC Berkeley faculty, staff, and affiliates only
and uses the CalNet Authentication Web Server to control access. Once
you have been authenticated by CalNet, you will be transferred to the
eTrain website. From there, scroll down to the list of Presentations and then to
the BFS-BAIRS section to find the class you’re interested in viewing.
You can also access eTrain from the "Online Presentation" link in the following presentation descriptions:
| BFS/Chart
of Accts. Intro. |
|
|
| Time |
1 Hour |
| Format |
Online
Presentation |
| Prerequisites |
None. This class is a prerequisite for many others. |
Course Outline
 |
Basic overview
of Berkeley's financial system (BFS) and chart of accounts structure. |
|
Basic overview
of Berkeley's financial reporting system (BAIRS). |
Who should view this online presentation?
Designed
for staff who are new to Berkeley or new to financial work at Berkeley.
Please view this presentation before enrolling in other BFS or BAIRS courses. (if
schedule permits)
Course Outline
|
Basic overview
of Fiscal Close and the carryforward/reappropriation process. |
|
Overview of critical
dates for Fiscal Close. |
|
Overview
of available resources to assist department users. |
Who should view this online presentation?
Designed for
staff who have Fiscal Close responsibilities for their units.
Course Outline
|
Background information about the Berkeley Foundation
and some concepts you should understand before running and reviewing
these reports. |
|
The Foundation Fund Report. |
|
The Foundation and Related Campus Funds Report. |
|
How to get access to these reports if you don't already have it. |
|
How to get help if you have questions about the reports or the
data in them. |
Who should view this online presentation?
Designed for staff that have the responsibility to manage Berkeley foundation
funds for their units.
Course Outline
|
Brief overview
of Berkeley's Financial System (BFS) |
|
Overview
of the AP/PO system, including the Vendor database |
|
Learn what Requisitions and Purchase Orders
(POs) are, and how they differ |
|
Learn the life cycle of a Requistion/PO |
|
Learn about the different roles and accesses
in BFS |
Who should view this online presentation?
Designed for staff who are new to Vendoring and the AP/PO modules of BFS.
| AP/PO
Vendoring: Keyboard Class |
|
|
| Time |
2 Hours |
| Frequency |
Once a month |
| Prerequisites |
- AP/PO: An Introduction to Vendoring,
Requisitions & Purchase Orders
- Basic Navigation of BFS
|
Course Outline
|
Learn
how to add various types of vendors: suppliers, employees, foreign
vendors, etc. |
|
Learn
how to look up existing vendors, including students |
|
Learn how to
update vendor information |
Enroll Now.
| AP/PO
Prepare Requisitions and Purchase Orders: Keyboard Class |
|
|
| Time |
3 Hours |
| Frequency |
Once a month |
| Prerequisites |
- AP/PO: An Introduction to Vendoring, Requisitions & Purchase
Orders
- Basic Navigation of BFS
|
Course Outline
Enroll Now.
| AP/PO
Inquiring and Changing Purchase Orders: Keyboard Class |
|
|
| Time |
3 Hours |
| Frequency |
Once a month |
| Prerequisites |
- AP/PO: An Introduction to Vendoring,
Requisitions & Purchase Orders
- Basic Navigation of BFS
- AP/PO Prepare Requisitions and Purchase Orders: Keyboard Class
|
Course Outline
Enroll Now.
| BAIRS
BASIC Reporting Hands-on ("2B") |
|
|
| Time |
3 Hours |
| Frequency |
At least monthly; more frequently if needed. |
| Prerequisites |
- BFS/Chart of Accts. Intro.
- We recommend you obtain access to BAIRS prior to attending
class.
|
Course Outline
|
Subscribing to reports
through the Berkeley Reporting Portal. |
|
When to select which
report. |
|
Running and printing
reports. |
|
Saving and exporting
reports and report data. |
Who Should Attend?
Staff
who will use BAIRS.
Enroll Now.
| Report
Tools: Resource Management |
|
|
| Time |
2 Hours |
| Frequency |
We are temporarily not offering this class. Please feel
free to attend Office Hours for specific
needs. |
| Prerequisites |
- BFS/Chart of Accts. Intro.
- BAIRS 2B or a working knowledge of how to
run BAIRS reports.
|
Course Outline
|
Best monthly reports
for managing departmental resources. |
|
Review of 7 common reports (6 summary and
the Customer Report). |
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Which reports are best for investigating
problems identified during review. |
|
Reports for units with revenue and/or recharge funds. |
Who Should Attend?
Staff
who will use reports to manage resources or monitor financial activity.
Course Outline
Who Should Attend?
Staff
who will use reports to manage resources or monitor financial activity.
| BAIRS
Advanced Reporting: Querying & Pivots Hands-on ("2C") |
|
|
| Time |
3 Hours |
| Frequency |
Twice per month depending on need. |
| Prerequisites |
- BFS/Chart of Accts. Intro.
- We recommend you obtain access to BAIRS prior to attending class.
- Experience using basic BAIRS reports.
|
Course Outline
|
Understanding limits:
how to build a query to get the data you need to answer your business
questions. |
|
Setting general limits, complex limits,
and variable limits. |
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Processing queries without a dashboard |
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Working with results
|
Add a computed
item. |
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Formatting. |
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Add a grouping
column. |
|
|
Analyzing data.
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Create a pivot.
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Add totals
and subtotals. |
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Drill into
data. |
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Create charts. |
|
|
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Save a query to re-process
later. |
Who Should Attend?
BAIRS
users who already run reports and understand the chart of
accounts. Users should attend this class
when they have business questions which cannot be easily answered with
the basic canned reports - in other words when they need to do more advanced
query and custom analysis.
Enroll Now.
| BAIRS
"2D" Advanced: Reporting Groups & Formatting |
|
|
| Time |
Please attend our Q & A Information
Sessions |
| Frequency |
We are temporarily not offering this class. Please feel
free to attend Office Hours for specific
needs to develop reports or other complex Hyperion questions. |
| Prerequisites |
- BAIRS Advanced: Querying and Pivots (2C).
- Familiarity with the concepts from BAIRS 2C, including Hyperion
query, limits, computed items, and pivots.
|
Course Outline
|
Understanding report
structure.
 |
Create a report. |
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Discuss groups,
table dimensions, and table facts. |
|
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Modifying an existing
report.
 |
Change groupings. |
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Add and remove columns and text labels. |
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Add and remove request items. |
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Format headers and footers. |
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Work with the Expression line. |
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Align values. |
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Add font styles and colors. |
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Change page breaks. |
|
Who Should Attend?
BAIRS
users who have taken BAIRS Advanced: Querying and Pivots (2C), know how
to run queries from the query section, and understand limits and how
to set
them. You should only attend this class after you've had substantial
practice with the skills from 2C and those skills are insufficient to
meet your business needs - in other words you need to learn more about
Hyperion in order to address a business need.
| Financial
Journals Hands-on |
|
|
| Time |
3 Hours |
| Frequency |
Once a month. |
| Prerequisites |
- BFS/Chart of Accts. Intro.
- Basic understanding of your work unit business processes and
your job responsibilities.
|
Course Outline
|
Learn journal processing
flow and statuses of journals. |
|
How to prepare, review
and update different kinds of Financial Journals. |
|
How to print journals. |
|
Journal and general ledger inquiry. |
Who Should Attend?
Staff
who will prepare on-line financial journals for recharges to other units,
for transfers of expenditures or for redistribution of expenses..
Enroll Now.
| Soft-
Lien
Journals Hands-on |
|
|
| Time |
2 Hours |
| Frequency |
Once a month. |
| Prerequisites |
- BFS/Chart of Accts. Intro.
- Basic understanding of your work unit business processes and
your job responsibilities.
- Financial Journals
|
Course Outline
|
How to prepare, review,
and update different kinds of Soft- Lien journals. |
|
How to print Soft -Lien
journals. |
|
Soft-Lien journal and
general ledger inquiry. |
Who Should Attend?
Staff
who will prepare on-line Soft -Lien journals.
Enroll Now.
| TempBudg
Journals Hands-on |
|
| Time |
3 Hours |
| Frequency |
Once a month. |
| Prerequisites |
- BFS/Chart of Accts. Intro.
- If you will prepare both financial and
temporary budget journals, please attend Financial
Journals Hands-on first. If you will only prepare
temporary budget journals, you may attend this class without
first
taking Financial Journals.
|
Course Outline
|
Processing flow of Temporary
Budget Journals. |
|
How to prepare and post
temporary budget journals. |
|
Discussion of special
conditions and transaction codes. |
|
Run the post-audit review
report. |
|
Run budget and detail
canned reports. |
Who Should Attend?
Staff
who will prepare and post Temporary Budget Journals.
This course is required
to have access to the Temporary Budget.
Enroll Now.
| Permbudg./Position
Resource Tracking |
|
| Time |
3 Hours |
| Frequency |
On going, once a month or more depending on need. |
| Prerequisites |
TempBudg
Journals Hands-on |
Course Outline
|
Processing flow of Permanent
Budget Journals. |
|
Processing flow of PRT
actions. |
|
Use PRT to create and
manage positions. |
|
Link and unlink an employee
from a position. |
|
Access the Employee Data
Tables to verify employee information. |
Who Should Attend?
Staff
who manage permanently budgeted positions or will prepare Permanent Budget
Journals.
This course is required
to have access to the Permanent Budget.
Enroll Now.
| Five
Field Validation Maintenance |
|
|
| Time |
1 hour (variable) |
| Frequency |
Due to the unpredictable and infrequent need for this
class, it is scheduled as necessary. Please call the BFS Help
Desk at 3-4250 if you need this class. |
| Prerequisites |
- BFS/Chart of Accts. Intro.
- Understanding of your unit's use of the chart of accounts and
Five Field Validation.
|
This course is required
to have access to the maintenance panels for Five Field Validation.
Course Outline
|
Updating
the combo table: adding
rows, deleting rows, inactivating rows. |
|
Printing/exporting the
values in your combo table. |
|
Inquiring on the combo
table. |
Who Should Attend?
Staff
who will maintain the Five Field Validation table for their unit.
Please call the BFS Help Desk at 3-4250 if you need this class.
|
BAIRS Staff Orientation to Financial Reports for Faculty |
|
|
| Time |
2 Hours |
| Format |
Online Presentation (with audio).
|
| Prerequisites |
Some knowledge of BAIRS and BFS/Chart of
Account |
Course Outline
|
Learn which reports will be available to faculty |
|
Understand the security setup for faculty |
|
Learn when to use the various reports |
|
Become familiar with the resources that are available as you assist
faculty with these BAIRS reports |
Who Should Attend?
Staff who will work with faculty members who utilize BAIRS directly
Last updated: 07/02/2008 |
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