Location
Enterprise Development, 140 W. Mitchell, Arlington, TX 76010, Room E200C
Dates
1/27/2020
Times
1:00 PM – 4:00 PM
Class Days
Monday
Duration
3 hr
Seats Available
7

What is PBCS?

Planning and Budgeting Cloud Service is a budgeting and planning application that allows users to:

  1. Identify proposed revenues and expenditures for the upcoming fiscal year.
  2. Compare current and prior year’s operating budgets.
  3. Manage position related data such as salary, distribution allocation, and position status (filled or vacant).

PBCS replaces the existing On-Premise Hyperion budget software system used for the past 3 years. Training is mandatory in order to ensure users success in building an accurate balanced budget.

This course is designed for individuals responsible for budget preparation.  In the PBCS class, users will learn how to use simple spreadsheets and web forms to capture budget data.  After completing this course, you will be able to:

  • Update your settings and preferences to accurately use PBCS 
  • Use PBCS Workspace
  • View, Print and/or download a Salary Roster Report
  • Update Position data using Position Budget Forms
  • Understand changes to the fringe benefits budgeting
  • Update Intrafund Transfers using Transfer Forms  
  • Review and complete cost center budgets using Departmental Budget Forms
  • Understand the Reconciliation of Changes Worksheet

NOTE:  The PBCS class is a "Closed" enrollment class. This class is only open to individuals identified by the Budget Office. If you have not received an invitation to register or feel you have been overlooked, please contact your Budget Resource representative. The PBCS class roster will be closely monitored.

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development,140 W. Mitchell,Arlington, TX 76010, Room E200C
Dates
1/29/2020
Times
2:00 PM – 4:30 PM
Class Days
Wednesday
Duration
2.5 hr
Seats Available
17

The Travel and Expenses class is designed for employees responsible for managing travel requests and reimbursements. In this class, participants will learn how to process travel authorizations, cash advances, and expense reports. UTShare terminology and campus impacts will be covered during this course.

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 

Recommended Prerequisite: UTShare Fundamentals (Note: Offered online only)
Target Audience: Admin and Support Staff

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development,140 W. Mitchell,Arlington, TX 76010, Room E200C
Dates
1/30/2020
Times
9:00 AM – 11:30 AM
Class Days
Thursday
Duration
2.5 hr
Seats Available
17

The Timekeeper class is designed for employees who are required to maintain departmental time records. In this class, participants will learn how to enter time and absences for an employee (i.e. vacation, sick leave, etc.). UTShare terminology and campus impacts will be covered during this course.

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 

Recommended Prerequisite: UTShare Fundamentals (Note: Offered online only)
Target Audience: Admin and Support Staff

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development,140 W. Mitchell,Arlington, TX 76010, Room E200C
Dates
2/3/2020
Times
2:00 PM – 4:00 PM
Class Days
Monday
Duration
2 hr
Seats Available
10

This class is designed for employees responsible for reconciling the monthly Financial Statements (formerly known as the Statement of Accounts). It will provide an understanding of the statement and the responsibilities of the department. In this class, participants will learn how to generate the Financial Statement, how to read the report, and understand the information provided in the report. In addition, we will discuss the required support documentation and the necessary approvals for the statements.

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 

Recommended Prerequisite: Managing Department Funds Class
Target Audience: Dept. Reconciler and Dept. Head

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development, 140 W. Mitchell, Arlington, TX 76010, Room E200C
Dates
2/4/2020
Times
9:00 AM – 11:00 AM
Class Days
Tuesday
Duration
2 hr
Seats Available
2

This class is designed to inform University employees about the policies and procedures that govern business travel on behalf of the University. Class participants will explore the "why" behind business travel and learn best practices for maintaining professional standards.

 

Please be aware that if the class attendance is less than 4 people, class may be cancelled and alternate arrangements will be made. 

 

Target Audience: All UTA Staff

Parking Instructions: Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development,140 W. Mitchell,Arlington, TX 76010, Room E200C
Dates
2/4/2020
Times
2:00 PM – 4:30 PM
Class Days
Tuesday
Duration
2.5 hr
Seats Available
19

The Position and Workforce Management class is designed for individuals responsible for processing organizational and personnel transactions.  In this class, participants will learn how to view position data, view an incumbent’s assignment/appointment data, and view funding information for a position.  In addition, users will learn how to make changes and/or updates to position information using the eForms module in UT Share.  After completing this course, you will understand how to:

  • View an employee Job Data
  • View Position Data
  • View Position Funding using the Department Budget Table
  • Create the following eForms in UT Share:
    • New/Appointment Forms (New Hires, Rehires, New Position Request)
    • Change Forms (Modify Position, Change Funding, Pay Rate, Additional Pay, Transfers Within Institution)
    • Ending Forms (Terminations, Retirements, End Assignment, LOA)

Note:  Training is required before a "Requester/Document Creator" is granted access to the eForms module in UT Share.  In addition, the document creator must have Level III access privileges.  The “eForm Approver Only” role is automatically to individuals identified as a “Report To” Manager, Project Manager for Grants, and to any individual currently assigned to approve Financial Workflow documents in UT Share.

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 

Target Audience: Administrative and Support Staff

Note:  To understand the eForm process from beginning to end, Approvers are welcome to attend this class.  This includes Department Approvers, “Reports To” Managers, and Principal Investigators.

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development, 140 W. Mitchell, Arlington, TX 76010, Room E200C
Dates
2/5/2020
Times
9:00 AM – 11:30 PM
Class Days
Wednesday
Duration
14.5 hr
Seats Available
18

This class is designed for employees who are responsible for creating a requisition and selecting goods from an online catalog in MAV eSHOP.  In this class, participants will learn how to create a requisition, navigate in MAV eSHOP, search for items, and add items to a shopping cart. In addition, you will learn how to move the shopping cart from MAV eSHOP back into UT Share to complete the purchasing process. 

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 

Note:  Training is required for Requesters before access is granted to MAV eSHOP.

Target Audience: Administrative and Support Staff Responsible for Processing Requisitions in UT Share.

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development,140 W. Mitchell,Arlington, TX 76010, Room E200C
Dates
2/6/2020
Times
1:00 PM – 3:30 PM
Class Days
Thursday
Duration
2.5 hr
Seats Available
19

The Managing Department Funds class is designed for employees responsible for managing and viewing accounting details. In this class, participants will be provided with an understanding of the chart of accounts, how to view available balances, and how to view account activity in commitment control. Also, UTShare terminology and campus impacts will be covered during this course.

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 


Recommended Prerequisite: UTShare Fundamentals (Note: Offered online only)
Target Audience: Admin, Dean, Director, and VP

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development,140 W. Mitchell,Arlington, TX 76010, Room E200C
Dates
2/7/2020
Times
9:00 AM – 10:30 AM
Class Days
Friday
Duration
1.5 hr
Seats Available
18

The ProCard class is designed for employees who are required to process ProCard payments. In this class, participants will learn how to update and reconcile ProCard charges; as well as, how to maintain the ProCard Transaction Log. UTShare terminology and campus impacts will be covered during this course.

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 

Recommended Prerequisite: UTShare Fundamentals (Note: Offered online only)
Target Audience: Admin and Support Staff

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development,140 W. Mitchell,Arlington, TX 76010, Room E200C
Dates
2/10/2020
Times
9:30 AM – 11:30 PM
Class Days
Monday
Duration
14 hr
Seats Available
20

The Travel and Expenses class is designed for employees responsible for managing travel requests and reimbursements. In this class, participants will learn how to process travel authorizations, cash advances, and expense reports. UTShare terminology and campus impacts will be covered during this course.

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 

Recommended Prerequisite: UTShare Fundamentals (Note: Offered online only)
Target Audience: Admin and Support Staff

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development, 140 W. Mitchell, Arlington, TX 76010, Room E200C
Dates
2/11/2020
Times
1:00 PM – 4:00 PM
Class Days
Tuesday
Duration
3 hr
Seats Available
11

What is PBCS?

Planning and Budgeting Cloud Service is a budgeting and planning application that allows users to:

  1. Identify proposed revenues and expenditures for the upcoming fiscal year.
  2. Compare current and prior year’s operating budgets.
  3. Manage position related data such as salary, distribution allocation, and position status (filled or vacant).

PBCS replaces the existing On-Premise Hyperion budget software system used for the past 3 years. Training is mandatory in order to ensure users success in building an accurate balanced budget.

This course is designed for individuals responsible for budget preparation.  In the PBCS class, users will learn how to use simple spreadsheets and web forms to capture budget data.  After completing this course, you will be able to:

  • Update your settings and preferences to accurately use PBCS 
  • Use PBCS Workspace
  • View, Print and/or download a Salary Roster Report
  • Update Position data using Position Budget Forms
  • Understand changes to the fringe benefits budgeting
  • Update Intrafund Transfers using Transfer Forms  
  • Review and complete cost center budgets using Departmental Budget Forms
  • Understand the Reconciliation of Changes Worksheet

NOTE:  The PBCS class is a "Closed" enrollment class. This class is only open to individuals identified by the Budget Office. If you have not received an invitation to register or feel you have been overlooked, please contact your Budget Resource representative. The PBCS class roster will be closely monitored.

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development,140 W. Mitchell,Arlington, TX 76010, Room E200C
Dates
2/12/2020
Times
2:00 PM – 4:30 PM
Class Days
Wednesday
Duration
2.5 hr
Seats Available
20

The Timekeeper class is designed for employees who are required to maintain departmental time records. In this class, participants will learn how to enter time and absences for an employee (i.e. vacation, sick leave, etc.). UTShare terminology and campus impacts will be covered during this course.

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 

Recommended Prerequisite: UTShare Fundamentals (Note: Offered online only)
Target Audience: Admin and Support Staff

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development,140 W. Mitchell,Arlington, TX 76010, Room E200C
Dates
2/13/2020
Times
2:00 PM – 3:30 PM
Class Days
Thursday
Duration
1.5 hr
Seats Available
19

The Payment Voucher class is designed for employees who are required to process vouchers. In this class, participants will learn how to search for a vendor, create a non-purchase order voucher and create purchase order voucher. UTShare terminology and campus impacts will be covered during this session.

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 

Recommended Prerequisite: UTShare Fundamentals (Note: Offered online only)
Target Audience: Admin and Support Staff

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development, 140 W. Mitchell, Arlington, TX 76010, Room E200C
Dates
2/14/2020
Times
9:00 AM – 10:30 AM
Class Days
Friday
Duration
1.5 hr
Seats Available
14

This class will go over the MARS database. Users will learn about report basics, different reporting tools, how to read the reports, and how to set user preferences. 

Prior UTShare financial and human resources training is recomended. 

MARS access is required prior to attending this class. If you do not curretnly have access to MARS, plase submit a ServiceNow Request here: https://uta.service-now.com/selfservice2?id=utassp01_sc_cat_item&sys_id=0f2fbdaddb206f00a1450de7f4961924

Location
Enterprise Development,140 W. Mitchell,Arlington, TX 76010, Room E200C
Dates
2/17/2020
Times
1:30 PM – 4:00 PM
Class Days
Monday
Duration
2.5 hr
Seats Available
18

The Special Item Request form is used to request goods or services that do not exist in the Hosted or Punch Out catalog in MAV eSHOP.  In this class, participants will learn how to search for a vendor, how to create a requisiton from the special item request form, how to perform desktop receiving and how to use the manage requistions page in UT Share.

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 

Target Audience: Administrative and Support Staff Responsible for Processing Requisitions in UT Share.

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development,140 W. Mitchell,Arlington, TX 76010, Room E200C
Dates
2/18/2020
Times
9:00 AM – 11:30 PM
Class Days
Tuesday
Duration
14.5 hr
Seats Available
20

The Position and Workforce Management class is designed for individuals responsible for processing organizational and personnel transactions.  In this class, participants will learn how to view position data, view an incumbent’s assignment/appointment data, and view funding information for a position.  In addition, users will learn how to make changes and/or updates to position information using the eForms module in UT Share.  After completing this course, you will understand how to:

  • View an employee Job Data
  • View Position Data
  • View Position Funding using the Department Budget Table
  • Create the following eForms in UT Share:
    • New/Appointment Forms (New Hires, Rehires, New Position Request)
    • Change Forms (Modify Position, Change Funding, Pay Rate, Additional Pay, Transfers Within Institution)
    • Ending Forms (Terminations, Retirements, End Assignment, LOA)

Note:  Training is required before a "Requester/Document Creator" is granted access to the eForms module in UT Share.  In addition, the document creator must have Level III access privileges.  The “eForm Approver Only” role is automatically to individuals identified as a “Report To” Manager, Project Manager for Grants, and to any individual currently assigned to approve Financial Workflow documents in UT Share.

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 

Target Audience: Administrative and Support Staff

Note:  To understand the eForm process from beginning to end, Approvers are welcome to attend this class.  This includes Department Approvers, “Reports To” Managers, and Principal Investigators.

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development,140 W. Mitchell,Arlington, TX 76010, Room E200C
Dates
2/19/2020
Times
2:00 PM – 4:30 PM
Class Days
Wednesday
Duration
2.5 hr
Seats Available
19

The Travel and Expenses class is designed for employees responsible for managing travel requests and reimbursements. In this class, participants will learn how to process travel authorizations, cash advances, and expense reports. UTShare terminology and campus impacts will be covered during this course.

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 

Recommended Prerequisite: UTShare Fundamentals (Note: Offered online only)
Target Audience: Admin and Support Staff

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development,140 W. Mitchell,Arlington, TX 76010, Room E200C
Dates
2/20/2020
Times
9:00 AM – 11:30 PM
Class Days
Thursday
Duration
14.5 hr
Seats Available
20

The Timekeeper class is designed for employees who are required to maintain departmental time records. In this class, participants will learn how to enter time and absences for an employee (i.e. vacation, sick leave, etc.). UTShare terminology and campus impacts will be covered during this course.

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 

Recommended Prerequisite: UTShare Fundamentals (Note: Offered online only)
Target Audience: Admin and Support Staff

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development, 140 W. Mitchell, Arlington, TX 76010, Room E200C
Dates
2/24/2020
Times
9:00 AM – 11:30 PM
Class Days
Monday
Duration
14.5 hr
Seats Available
19

This class is designed for employees who are responsible for creating a requisition and selecting goods from an online catalog in MAV eSHOP.  In this class, participants will learn how to create a requisition, navigate in MAV eSHOP, search for items, and add items to a shopping cart. In addition, you will learn how to move the shopping cart from MAV eSHOP back into UT Share to complete the purchasing process. 

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 

Note:  Training is required for Requesters before access is granted to MAV eSHOP.

Target Audience: Administrative and Support Staff Responsible for Processing Requisitions in UT Share.

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development,140 W. Mitchell,Arlington, TX 76010, Room E200C
Dates
2/25/2020
Times
9:00 AM – 11:30 PM
Class Days
Tuesday
Duration
14.5 hr
Seats Available
19

The Managing Department Funds class is designed for employees responsible for managing and viewing accounting details. In this class, participants will be provided with an understanding of the chart of accounts, how to view available balances, and how to view account activity in commitment control. Also, UTShare terminology and campus impacts will be covered during this course.

Please be aware that if the class attendance is less than 4 people, class will be cancelled and alternate arrangements will be made. 


Recommended Prerequisite: UTShare Fundamentals (Note: Offered online only)
Target Audience: Admin, Dean, Director, and VP

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development, 140 W. Mitchell, Arlington, TX 76010, Room E200C
Dates
2/26/2020
Times
2:00 PM – 4:00 PM
Class Days
Wednesday
Duration
2 hr
Seats Available
14

This class is designed to inform University employees about the policies and procedures that govern business travel on behalf of the University. Class participants will explore the "why" behind business travel and learn best practices for maintaining professional standards.

 

Please be aware that if the class attendance is less than 4 people, class may be cancelled and alternate arrangements will be made. 

 

Target Audience: All UTA Staff

Parking Instructions: Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.

Location
Enterprise Development, 140 W. Mitchell, Arlington, TX 76010, Room E200C
Dates
2/28/2020
Times
1:00 PM – 4:00 PM
Class Days
Friday
Duration
3 hr
Seats Available
15

What is PBCS?

Planning and Budgeting Cloud Service is a budgeting and planning application that allows users to:

  1. Identify proposed revenues and expenditures for the upcoming fiscal year.
  2. Compare current and prior year’s operating budgets.
  3. Manage position related data such as salary, distribution allocation, and position status (filled or vacant).

PBCS replaces the existing On-Premise Hyperion budget software system used for the past 3 years. Training is mandatory in order to ensure users success in building an accurate balanced budget.

This course is designed for individuals responsible for budget preparation.  In the PBCS class, users will learn how to use simple spreadsheets and web forms to capture budget data.  After completing this course, you will be able to:

  • Update your settings and preferences to accurately use PBCS 
  • Use PBCS Workspace
  • View, Print and/or download a Salary Roster Report
  • Update Position data using Position Budget Forms
  • Understand changes to the fringe benefits budgeting
  • Update Intrafund Transfers using Transfer Forms  
  • Review and complete cost center budgets using Departmental Budget Forms
  • Understand the Reconciliation of Changes Worksheet

NOTE:  The PBCS class is a "Closed" enrollment class. This class is only open to individuals identified by the Budget Office. If you have not received an invitation to register or feel you have been overlooked, please contact your Budget Resource representative. The PBCS class roster will be closely monitored.

Parking Instructions:  Faculty and Staff with a registered vehicle (UTA Permit) must park in the reserved parking spaces at the Enterprise Development building. You may park east of the building in Lot 48 or south of the building in Lot F17.