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Tidemark Training

Updated 5/2/2022:  Booked Budget On-Line Training has been updated for FY23 and is available in STARS.  See link below for UBO-1000-WEB.  New User Q&A Session for Booked Budget, see below UBO-0420A-052322.  Booked Budget Open Labs have been scheduled for once a week, alternating Tuesdays and Thursdays beginning May 3 through August 9, 2022.  See schedule and zoom links below.

Becoming Proficient in Tidemark

Online Tidemark trainings for each process are available for users to take at any time.  Live classes & open labs are offered based on the budgeting cycle that we are gearing up for. 

      - Budget Plan training is offered via STARS.

      - Booked Budget trainings are offered via STARS online and live Zoom trainings in Late May- Early June.

      - Open Labs are available during all Open Cycles.

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 would like to review additional training materials.

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

Budget Plan Trainings

The Budget Plan Training video, is now available via STARS.

All users should watch the Budget Plan Refresher video. Specific examples like setting department favorites, seeding, transfer, etc are shown in the second half of the 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.

UBO-2000: Users can watch the training at their own schedule. Click here to register via STARS

 

Booked Budget Trainings

Booked Budget Overview UBO-1000-WEB,  is an on-line, self-paced training course available via STARS

This course is mandatory for New Users and available to all users, especially those who have already been through the Tidemark budget process or looking for a high level overview.

Live Booked Budget New User Q&A - UBO-0420A-052322, is a live zoom question & answer session with the instructor.  Please register via STARS.

Once New Users have completed UBO-1000-WEB we highly recommend they register and attend the live zoom Q&A session for deeper understanding.

Users may also find the below prior zoom sessions helpful.

(Previously recorded Zoom video from May 2021 2020 Part 1 & 2020 Part 2) Covers Expense & Revenue Process

(Previously recorded Zoom video from June 2021, 2020 Part 1 & 2020 Part 2) Covers Fund Management & ISC Adjustments

 

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

UBO-0430Users can watch the training at their own schedule. Click here to register via STARS

 

NEW: Tidemark Pooled Budgeting Training, helps users understand the concept of Pooled Budgeting and how it is implemented within Tidemark using pooling rules to map individual PTAs to pooled budget PTAs. Not all Units use pooling rules, so be sure to ask your Budget Officer is this applies to your department.

UBO-1100: Users can watch the training at their own schedule. 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 info
Booked Budget Open Lab 5/3/2022 Tues 10a-12p Zoom & Password
Booked Budget Open Lab 5/11/2022 Wed 2p-4p Zoom & Password
Booked Budget Open Lab 5/17/2022 Tues 10a-12p Zoom & Password
Booked Budget Open Lab 5/25/2022 Wed 2p-4p Zoom & Password
Booked Budget Open Lab 5/31/2022 Tues 10a-12p Zoom & Password
Booked Budget Open Lab 6/8/2022 Wed 2p-4p Zoom & Password
Booked Budget Open Lab 6/14/2022 Tues 10a-12p Zoom & Password
Booked Budget Open Lab 6/22/2022 Wed 2p-4p Zoom & Password
Booked Budget Open Lab 6/28/2022 Tues 10a-12p Zoom & Password
Booked Budget Open Lab 7/6/2022 Wed 2p-4p Zoom & Password
Booked Budget Open Lab 7/12/2022 Tues 10a-12p Zoom & Password
Booked Budget Open Lab 7/20/2022 Wed 2p-4p Zoom & Password
Booked Budget Open Lab 7/26/2022 Tues 10a-12p Zoom & Password
Booked Budget Open Lab 8/3/2022 Wed 2p-4p Zoom & Password
Booked Budget Open Lab 8/9/2022 Tues 10a-12p 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.