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Campus Budget and Finances - How to Guide


The purpose of this "How to" section is to answer questions regarding budgeting, planning, procedures, policies, financial and reporting systems, and other relevant topics. Please click one of the buttons below to view specific topics.


A to ZFrequently Asked QuestionsFinancial Reports and Lookups

Financial reports

  • PeopleSoft is the university's main financial system. It is used to record financial transactions in the general ledger and run select reports. In addition to PeoplesSoft, there are a few other reporting tools available. The preferred reporting system is Cognos, which provides a selection of pre-formated reports. Units may also chose to use PSLite, Access, or Hyperion for ad hoc reporting. To gain access to PeopleSoft, please submit this form. Access to Cognos is automatically granted to all employees with a fiscal role. PSLite, Access and Hyperion require access to the Central Information Warehouse (CIW). For access to CIW, please fill out this form.
  • Finance System (PeopleSoft): tutorial for balance Sheet, Summary of Financial Transactions, Financial Transaction Detail
  • Reporting System (Cognos): The Systems Office offers a set of step-by-step guides available online
  • PSLite tutorial for Balance Sheet, Financial Summary, Financial Detail


Lookups



Journal entry



Gift Fund reports



Org or Bnode reports



Exporting data into Excel


   

Last revision 11/05/13


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