Tidemark Training
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 (scroll to bottom of this page for Open Lab schedule)
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 Training
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.
Course number: UBO-2000
Booked Budget Overview
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.
Once New Users have completed this course, we highly recommend they register and attend both live zoom Q&A sessions for deeper understanding.
Course number: UBO-1000-WEB
Booked Budget Live Q&A Session I
Expense & Revenue Process 01
In addition to the UBO-1000 Booked Budget Overview prerequisite, New Users should also sign up Q&A session 1 & 2.
When: Wed, 5/10/2023 10am - Noon
Prerequisites: UBO-1000 Booked Budget Overview online course
Zoom and In-Person: 408 Panama Mall Rm 234
Tidemark Reporting Training
This 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.
Course number: UBO-0430
iBudgets Training ***NEW On-line ELearning Course***
Each year once budgets are finalized in the University Budgeting System, budget numbers are loaded into iBudgets which populates OBI reports with Expense Control. Users are then able to make changes in iBudgets throughout the year without impacting the original submitted budget. This course will teach users how to increase, decrease, or reallocate a budget. It will also teach users how to automatically create iJournal Fund Transfers from a reallocated budget as well as how to bulk upload iBudgets changes.
After completing the course, click COMPLETE at the end of the course to clear your iBudgets TRAINING PREREQUISTE in Authority Manager
Course number: UBO-3000
BUDGET PLAN NEW USER Training and Office Hours Schedule
The University Budget Office is here to help. In addition to the Online Budget Plan video we offer a New User Zoom session and Instructor Office Hours by appointment for users to get one-on-one help from UBO team members. You will need to register in STARS for the New User Training and/or Submit a Service Request to schedule an appointment for Instructor Office Hours. See Links Below.
| Class | Location | date | day | time | info |
|---|---|---|---|---|---|
| UBO-400-022224 New User Budget Plan Zoom Session - Register in STARS | Zoom | Thu | 2/22/2024 | 2p - 4p | Register |
| Budget Plan Instructor Office Hours by appt. Submit a service request | Zoom | tbd | tbd | tbd | submit a Service Request. |
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.
Stanford University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job. If you experience a disability, please contact our Diversity and Access Office and we will work with their professional staff to evaluate your needs and support appropriate and reasonable accommodations.