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Tidemark Training

Updated 9/22/2021:   An updated Tidemark Reporting training video is available via STARS, which includes a review section on Variance Reports & a use case of the Year End Variance Analysis process.

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 via video starting in March.

      - Booked Budget trainings are offered via video and Zoom trainings in Late May- Early 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.  When available, previously recorded trainings are shared on this page for users who require off-cycle training.

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

Budget Plan Trainings

The Budget Plan Training page has links for both videos: FY22 Budget Plan Refresher & New User Examples.

All users should watch the Budget Plan Refresher video. Specific examples like setting department favorites, seeding, transfer, etc are shown in the second video, so users who need more detailed examples can watch there. To supplement this learning video, we will be holding two open lab sessions each week, so users can ask questions about learning or get specific budgeting help from the UBO trainer and liaisons.

FY22 Budget Plan Refresher Video: Here

New User Examples Video: Here

Users can watch the training at their own schedule. 

Note: Users must be logged into google with their stanford.edu email account. See how to manage multiple Google accounts here.

 

CURRENT: Booked Budget Trainings

FY22 Booked Budget Overview training video, is now available via STARS.  Available to all users, especially those who have already been through the Tidemark budget process or looking for a high level overview.

UBO-1000: Users can watch the training at their own schedule. Click here to register via STARS

 

FY22 Booked Budget New User training, two seperate sessions covering different topics.  New Users should register and attend both sessions, as well as watch the Booked Budget Overview video mentioned above.

UBO-0420A: Tuesday, May 18th, 2021, 1-3 PM  - Click here to register via STARS   covers Expense and Revenue Budgeting

UBO-0420A-Previously recorded Zoom video from May 2021

UBO-0420A-Previously recorded Zoom video from 2020 Part 1 & Part 2

 

UBO-0420B: Tuesday, June 8th, 2021, 1-3 PM - Click here to register via STARS   covers Fund Management, Transfers, ISC Adjustments

UBO-0420B-Previously recorded Zoom video from June 2021

UBO-0420B-Previously recorded Zoom video from 2020 Part 1 & Part 2

 

NEW! Tidemark Reporting Training, includes two new use cases. One for a department manager reviewing their budgets and the other looking over Variance reports during the Year End Variance Process.

UBO-0430: Click here to register via STARS

 

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
YE Variance Open Lab 09/28/21 Tues 1pm-3pm Zoom & Password
YE Variance Open Lab 09/30/21 Thur 1pm-3pm Zoom & Password
YE Variance Open Lab 10/5/21 Tues 1pm-3pm Zoom & Password
YE Variance Open Lab 10/7/21 Thur 1pm-3pm Zoom & Password
YE Variance Open Lab 10/12/21 Tues 1pm-3pm Zoom & Password
YE Variance Open Lab 10/14/21 Thur 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.