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Tidemark Training

Updated 1/11/2021:   FY2022 Open Labs are available in the Open Lab Schedule near the bottom of this page.

Becoming Proficient in Tidemark

Tidemark trainings & open labs are offered based on the budgeting cycle that we are gearing up for.

      - Budget Plan trainings are offered in March.

      - Booked Budget trainings are offered in May-June.

      - Open Labs are available during all Open Cycles.

Registration for trainings are made via STARS.   These courses allow attendees to learn how to develop the budgets for their budget unit or department.  This level of training is open to Budget Officers and their designated analysts only. Please contact your Budget Officer to confirm before enrolling.

Visit: Tidemark How Tos on Fingate for training guides and job aids.

Trainings Offered

Live Zoom trainings for the FY22 Budget Cylce will be scheduled for March 2021 and will be announced a few weeks in advance.

Previously recorded Zoom sessions are available for those who are interested in learning outside of an open budgeting cycle.

Please see the link near the bottom of this page to request off-cycle training.

 

FY22 Booked Budget Refresher training, to be scheduled.  Available to users who have already been through the Tidemark budget process.

Users should register for one session.

UBO-0405-TBD, Date/Time 

UBO-0405-Previously recorded Zoom video:

 

FY22 Booked Budget New User training, two sessions covering different topics.  New Users should register and attend both sessions.

UBO-0420A-TBD, Date/Time  - click here to register via STARS   covers Expense and Revenue budgeting

UBO-0420A-Previously recorded Zoom video Part 1 & Part 2

UBO-0420B-TBD, Date/Time - click here to register via STARS   covers Fund Management, Transfers, ISC Adjustments

UBO-0420B-Previously recorded Zoom video Part 1 & Part 2

Open Lab Schedule

The Universtiy Budget Office is here to help.  We offer the below schedule of drop-in Open Labs for users to come and work on their budget and get one-on-one help from UBO team members.  You do not need to sign up via STARS for open labs. Due to the COVID-19 virus and many staff working from home, we have setup the below zoom session id for anyone who wants to attend a lab via zoom during scheduled times as shown below, click here. Password for the Zoom meeting can be access by anyone with a SUNet ID here.

Tidemark Open Labs (Laptop Required)
https://stanford.zoom.us/j/259219463
Class DATE DAY TIME Location
Tidemark Open Lab 01/12/21 Tue 1pm-3pm Zoom & Password
Tidemark Open Lab 01/19/21 Tue 1pm-3pm Zoom & Password
Tidemark Open Lab 01/26/21 Tue 1pm-3pm Zoom & Password

Other links:

If you have any other questions or if you need off-cycle training,  please submit a Service Request.

For School of Medicine Tidemark Users interested in learning how to use Tidemark Clinical Operations statements you may watch this webex video on Fingate by clicking here.