Finance Training course timetable
Wednesday 22 January
09:30 |
Virtual - Grants Part 2: Grant reports in Cognos
Not bookable
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 |
10:00 |
This is a classroom session to be held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required) 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. A testing session for the Ind-E-Pay UAT phase. This session will primarily be for the payment request part of the process. Testers should also have attended one of the set up testing sessions. |
Thursday 23 January
09:30 |
Virtual - Grants Part 2: Grant reports in Cognos
Not bookable
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 |
Friday 24 January
10:00 |
Ind-E-Pay UAT testing session - Set up testing
Not bookable
This is a classroom session to be held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required) 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. A testing session for the Ind-E-Pay UAT phase. This session will primarily be for the set up phase of the process, where possible testers should also attend one of the payment request testing sessions. |
11:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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)
[Places]
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. |
14:00 |
This is a classroom session to be held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required) 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. A testing session for the Ind-E-Pay UAT phase. This session will primarily be for the payment request part of the process. Testers should also have attended one of the set up testing sessions. |
Tuesday 28 January
09:30 |
IN PERSON - Tableau Server - Viewer
[Places]
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)
[Places]
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 29 January
09:30 |
The session will look at more advanced formulas and macros using the recorder and VBA tools. The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data. Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps. The session will run on Teams and delegates must be able to access Excel during the session |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. |
Thursday 30 January
09:30 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. |
12:00 |
As a recent new starter to the Finance Division, we would like to invite you to attend a welcome session in Greenwich House with Senior Leadership Team (SLT). These sessions are an opportunity for you to meet with other members of staff who have recently joined Finance, as well as hearing from Daniel and senior members of the team. Please book onto a session below that suits your office working pattern best. We encourage you to attend in your first three months in the Finance Division but if you are unable to attend either of these dates, more dates will follow later in the year. |
Friday 31 January
11:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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)
[Places]
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. |
Monday 3 February
12:00 |
As a recent new starter to the Finance Division, we would like to invite you to attend a welcome session in Greenwich House with Senior Leadership Team (SLT). These sessions are an opportunity for you to meet with other members of staff who have recently joined Finance, as well as hearing from Daniel and senior members of the team. Please book onto a session below that suits your office working pattern best. We encourage you to attend in your first three months in the Finance Division but if you are unable to attend either of these dates, more dates will follow later in the year. |
Tuesday 4 February
15:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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 5 February
09:30 |
IN PERSON - Budgeting 1: Introduction to budgeting
Not bookable
This is a classroom version of the Budgeting 1: Introduction to Budgeting held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required) 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. |
Friday 7 February
11:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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)
[Places]
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 11 February
15:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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 12 February
09:30 |
This course provides an overview of the Grants module in CUFS. The course will cover how you can view your projects and awards, check budgets, perform on-line queries and run some CUFS reports. The course material will be split over 2 webinars on consecutive days |
Thursday 13 February
09:30 |
This course provides an overview of the Grants module in CUFS. The course will cover how you can view your projects and awards, check budgets, perform on-line queries and run some CUFS reports. The course material will be split over 2 webinars on consecutive days |
12:00 |
Concur – Acting as a Delegate
[Places]
A short briefing on how to act as a delegate using the desktop SAP Concur client. This will cover:
|
Friday 14 February
11:00 |
Tableau Drop In Sessions (via Teams)
[Places]
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)
[Places]
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. |