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.
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.
|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|
|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 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 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|
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.