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Training Resources

Overview: 

Training information regarding UGA's OneSource Project and the PeopleSoft system will need to be shared with the campus community. This page will contain information related to training resources including documents, resources, and presentations.

Please contact UGA's OneSource Project team at onesource@uga.edu if you have questions about this page.

Highlights:

Summer 2018 Training:  

Course Title Date Format/Location Times Register Notes
Introductory Courses
PeopleSoft Basics Available Now Self-Service in the OneSource Training Library     OneSource Training Library
OneSource 101 Available Now Recorded   Recorded Trainings Part I of this class is geared toward what general employees and managers should expect, while Part II delves into details that employees with financial responsibilities may find more useful.
Understanding the Chart of Accounts Available Now Self-Service in the OneSource Training Library     OneSource Training Library 
Understanding the Chart of Accounts Coming Soon Recording      
Access Request, Security, and Workflow Available Now Self-Service in the OneSource Training Library    

OneSource Training Library                         For Reports-To Managers and Chief Business Officers

Access Request, Security, and Workflow Available Now Recording   Recorded Trainings 

For Reports-To Managers and Chief Business Officers

Foundation Accounts Available Now Self-Service in the OneSource Training Library     OneSource Training Library                         For Distributed departments that utilize Foundation accounts
Asset Management (Property Control)
Maintaining Custodial Records  Available Now  Self-Service in the OneSource Training Library     OneSource Training Library
Maintaining Custodial Records Available Now Recorded   Recorded Trainings  
Maintaining Custodial Records Coming Soon Interactive Webinar      
Accounts Payable Lecture and Workshop
Payment Requests and JVs  Available Now Self-Service in the OneSource Training Library     OneSource Training Library 
Payment Requests and JVs Available Now Recorded   Recorded Trainings  
Accounts Payable Workshop Available Now Self-Service in the OneSource Training Library     OneSource Training Library
Accounts Payable Workshop Available Now Recorded   Recorded Trainings  
Payment Requests and JVs (combined lecture and workshop) July 30 Interactive Webinar 8:30 a.m. - 11:30 a.m. Click here to register The lecture and workshop courses were combined for July 1 and beyond
Approving Accounts Payable Transactions Available Now Self-Service in the OneSource Training Library     OneSource Training Library
Approving Accounts Payable Transactions Available Now Recorded   Recorded Trainings  
Approving Accounts Payable Transactions Coming Soon Interactive Webinar      
Accounts Receivable and Billing
Accounts Receivable Available Now Self-Service in the OneSource Training Library     OneSource Training Library 
Accounts Receivable Coming Soon Recorded      
Billing Available Now Self-Service in the OneSource Training Library     OneSource Training Library 
Billing Coming Soon Recorded      
Budgeting - UGA Budget Management System          
UGA Budget Management System (Hyperion) Available Now Recorded   Recorded Trainings  
Using SmartView (Excel) for the UGA Budget Management System Available Now Self-Service in the OneSource Training Library     OneSource Training Library
Using SmartView (Excel) for the UGA Budget Management System Available Now Recorded   Recorded Trainings  
Using SmartView (Excel) for the UGA Budget Management System July 17 In Person at Caldwell Hall, room 401 8:30 a.m. - 5:00 p.m. Click here to Register For employees with UGA Budget Management System access only
Using SmartView (Excel) for the UGA Budget Management System July 23 In Person at Caldwell Hall, room 401 8:30 a.m. - 5:00 p.m. Click here to Register  For employees with UGA Budget Management System access only
Using SmartView (Excel) for the UGA Budget Management System August 8 In Person at Caldwell Hall, room 401 8:30 a.m. - 5:00 p.m. Click here to Register  For employees with UGA Budget Management System access only
Using SmartView (Excel) for the UGA Budget Management System August 21 In Person at Caldwell Hall, room 401 8:30 a.m. - 5:00 p.m. Click here to Register  For employees with UGA Budget Management System access only
Using SmartView (Excel) for the UGA Budget Management System September 5 In Person at Caldwell Hall, room 401 8:30 a.m. - 5:00 p.m. Click here to Register  For employees with UGA Budget Management System access only
Using SmartView (Excel) for the UGA Budget Management System September 20 In Person at Caldwell Hall, room 401 8:30 a.m. - 5:00 p.m. Click here to Register  For employees with UGA Budget Management System access only
Working with Budget Journals (for Budget Amendments) Available Now  Self-Service in the OneSource Training Library    

OneSource Training Library               Budget Journals are the equivalent to Budget Amendments. 

Working with Budget Journals (for Budget Amendments) Available Now Recorded   Recorded Trainings Budget Journals are the equivalent to Budget Amendments.
Working with Budget Journals (for Budget Amendments) August 2

Interactive Webinar

8:30 a.m. - 11:30 a.m. Click here to register Budget Journals are the equivalent to Budget Amendments.
Quarterly Budget Review Coming Soon Self-Service in the OneSource Training Library     For Senior Budget Administrators with UGA Budget Management System access only
Quarterly Budget Review Coming Soon Recorded     For Senior Budget Administrators with UGA Budget Management System access only 
Quarterly Budget Review Coming Soon In Person     For Senior Budget Administrators with UGA Budget Management System access only 
Cash Management (TouchNet for Deposits)
UGA Cash Management System (TouchNet) for Departmental Deposits Available Now Self-Service in the OneSource Training Library    

OneSource Training Library

UGA Cash Management System (TouchNet) for Departmental Deposits Available Now Recorded   Recorded Trainings   
UGA Cash Management System (TouchNet) for Departmental Deposits - Cohort I Coming Soon Recorded     TouchNet course for AR/Billing cohort I participants only
Data Warehouse and Reporting
Understanding the Data Warehouse Coming Soon        
Getting Started with Reporting Available Now Self-Service in the OneSource Training Library     OneSource Training Library 
Getting Started with Reporting Available Now Recorded   Recorded Trainings  
General Ledger (Accounting)          
Maintaining SpeedTypes Available Now Self-Service in the OneSource Training Library     OneSource Training Library
Maintaining SpeedTypes Available Now Recorded   Recorded Trainings  
Maintaining ChartFields Available Now Self-Service in the OneSource Training Library     OneSource Training Library
Split Implementation Available Now Self-Service in the OneSource Training Library     OneSource Training Library                   Split Implementation refers to July - Dec 2018, between UGA Financials go-live, and OneUSG Connect (HR/Payroll) go-live.
Split Implementation Available Now Recorded   Recorded Trainings  Split Implementation refers to July - Dec 2018, between UGA Financials go-live, and OneUSG Connect (HR/Payroll) go-live.
Split Implementation Coming Soon Interactive Webinar     Split Implementation refers to July - Dec 2018, between UGA Financials go-live, and OneUSG Connect (HR/Payroll) go-live.
General Ledger (General Ledger Journals)
Working with General Ledgers Journals Available Now Self-Service in the OneSource Training Library     OneSource Training Library
Working with General Ledgers Journals Available Now Recorded   Recorded Trainings  
Working with General Ledgers Journals Coming Soon Interactive Webinar
     
Approving GL and Budget Journals Available Now Self-Service in the OneSource Training Library     OneSource Training Library 
Approving GL and Budget Journals Available Now Recorded   Recorded Trainings   
Approving GL and Budget Journals Coming Soon Interactive Webinar      
Grants Management          
Using the Grants Module in the UGA Financial Management System Available Now  Self-Service in the OneSource Training Library     OneSource Training Library 
Using the Grants Module in the UGA Financial Management System Available Now Recorded   Recorded Trainings  
Creating Departmental Milestones for Sponsored Projects Coming Soon  Self-Service in the OneSource Training Library      
Creating Departmental Milestones for Sponsored Projects Coming Soon Recorded      
Project Costing
Reviewing My Projects Available Now Self-Service in the OneSource Training Library     OneSource Training Library 
Purchasing          
Purchasing for Departments Available Now Self-Service in the OneSource Training Library     OneSource Training Library 
Travel and Expenses Lecture and Workshop
Travel Authorities and Reimbursements for Employees Available Now  Self-Service in the OneSource Training Library     OneSource Training Library 
Travel Authorities and Reimbursements for Employees Available Now Recorded   Recorded Trainings  
Travel and Expenses Workshop Available Now Self-Service in the OneSource Training Library     OneSource Training Library
Travel and Expenses Workshop Available Now Recorded   Recorded Trainings  
Travel Authorities and Reimbursements for Employees August 3 Interactive Webinar 8:30 a.m. - 11:30 a.m. Click here to register The lecture and workshop courses were combined for July 1 and beyond 
Approving Travel Authorities and Expense Reports Available Now Self-Service in the OneSource Training Library     OneSource Training Library
Approving Travel Authorities and Expense Reports Available Now Recorded   Recorded Trainings  
Approving Travel Authorities and Expense Reports Coming Soon Interactive Webinar      

Presentations/Recordings:

Documentation/Reference Information:

 

 

Page Last Updated:  7/18/18