Finance/Procurement System Training
Resources
- Finance Access Request Guide - An instructional guide for requesting access.
- CU Identity Manager FAQ - Common questions related to Finance Access and OIM.
The following categories represent classes and training offered to users of University Systems, including training prerequisites to obtaining access to these systems. Click a category to see information on the classes offered.
Finance / Procurement System
Online and in some cases in-person courses are required for new users of the Finance System, including personnel involved in entering journal entries and personnel needing access to run on-demand reports.
Procurement Training Videos
- Looking up Finance System Roles
- Looking up CU SpeedTypes
- Looking up Payments in the Finance System
- Looking up Study Subject Payments
This course is required for all employees involved with Procurement Card and purchase requisitions.
This course is required for anyone having a fiscal role on a gift fund, and it is recommended for anyone else having a role in administering gift funds.
This course is required for new users of the Human Capital Management (HCM) system.
This course introduces new employees to campus resources like the Finance Office, IT Services, Campus Police, etc., and to their employment benefits. Watch the Finance Presentation for New Employee Orientation.
These are videos and step-by-step guides about running reports in the COGNOS Finance Reporting System.
Sponsored Projects Training Courses
These courses are required for anyone involved in fiscal management or administration of sponsored projects. Topics covered include research administration, personnel effort reporting, and direct charging to sponsored projects.
WebSpace training classes are conducted annually. Typically, one session per campus will be scheduled in the spring or fall. You will be notified, via email, when the classes are being held and how to register.