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Tidemark Training

Updated 6/8/2020:   FY2021 Booked Budget Training Schedule and Open Labs announced under Current Offerings.

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.

Current Offerings

Please register by clicking the STARS link in each section.   All training will be done via Zoom sessions.

Tidemark New User Training:  UBO-0420A and UBO-0420B

New Users: Please register for both courses UBO-0420A and UBO-0420B.   Course UBO-0420A is a prerequisite to course UBO-0420B and must be taken first.

Course UBO-0420A  covers position based budgeting, salary reserves, non-salary expenses and revenue budgeting.  Course UBO-0420B covers beginning balances, fund management, transfers and ISC adjustments. 

 

Tidemark New User Session 1 - UBO-0420A 
Click HERE to register for UBO-0420A in STARS
COURSE COURSE# DATE DAY TIME LOCATION
New User: Exp and Rev Budgeting UBO-0420A-062320 6/23/20 Tue 9am-noon Zoom
New User: Exp and Rev Budgeting UBO-0420A-062520 6/25/20 Thu 1pm-4pm Zoom
New User: Exp and Rev Budgeting UBO-0420A-062920 6/29/20 Mon 9am-noon Zoom

 

Tidemark New User Session 2 UBO-0420B
Click HERE to register for UBO-0420B in STARS
COURSE COURSE# DATE DAY TIME LOCATION
New User: Fund Mgmt Budgeting UBO-0420B-063020 6/30/20 Tue 1pm-4pm Zoom
New User: Fund Mgmt Budgeting UBO-0420B-070720 7/7/20 Tue 9am-noon Zoom
New User: Fund Mgmt Budgeting UBO-0420B-070820 7/8/20 Wed 1pm-4pm Zoom

 

Tidemark Returning User Refresher - UBO-0405

The refresher is for users who have already been through Stanford booked budget process using Tidemark.  It covers some review and highlights changes in the process from previous years as well as deadlines.

 

Tidemark Returning User Refresher
Click HERE to register for UBO-0405 in STARS
COURSE COURSE# DATE DAY TIME LOCATION
Tidemark Booked Budget Refresher UBO-0405-062420 6/24/20 Wed 1pm-4pm Zoom
Tidemark Booked Budget Refresher UBO-0405-063020 6/30/20 Tue 9am-noon Zoom
Tidemark Booked Budget Refresher UBO-0405-070920 7/9/20 Thu 9am-noon Zoom

 

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 6/9/20 Tue 2pm - 4pm Zoom & Password
Tidemark Open Lab 7/7/20 Tue 2pm-4pm Zoom & Password
Tidemark Open Lab 7/9/20 Thu 2pm-4pm Zoom & Password
Tidemark Open Lab 7/14/20 Tue 1pm-3pm Zoom & Password
Tidemark Open Lab 7/16/20 Thu 10am-noon Zoom & Password
Tidemark Open Lab 7/21/20 Tue 10am-noon Zoom & Password
Tidemark Open Lab 7/23/20 Thu 1pm-3pm Zoom & Password
Tidemark Open Lab 7/28/20 Tue 10am-noon Zoom & Password
Tidemark Open Lab 7/30/20 Thu 1pm-3pm Zoom & Password
Tidemark Open Lab 8/4/20 Tue 10am-noon Zoom & Password
Tidemark Open Lab 8/6/20 Thu 1pm-3pm Zoom & Password
Tidemark Open Lab 8/11/20 Tue 10am-noon Zoom & Password
Tidemark Open Lab 8/13/20 Thu 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.