Tidemark Training
Becoming Proficient in Cardinal Planning & Budgeting (CPB)
The Tidemark Budgeting system will be sunsetting on Sep 29, 2024 and will be replaced by Cardinal Planning & Budgeting (CPB) system beginning in October 2024.
The first process to rollout in CPB is the FY24 Year-End Variance Analysis and Narrative submission due Oct 22, 2024.
In early October, Budget Officers and their designees should plan to attend the new live Instructor-led Training:
UBO-1400: Intro to Cardinal Planning & Budgeting Reporting and Year-End Variance Submission
Please see below for the course description and abstract and a link to register.
Below the new CPB training registration please see the drop-in Open Lab schedule.
Users should plan to attend a "Pre-Setup Open Lab" prior to attending the training.
Future courses will be available for the following topics:
- Endowment Income Forecasting (Nov 2024)
- Budget Plan Training (Mar 2024)
- Booked Budget Training (Late May- Early June)
Intro to Cardinal Planning & Budgeting and Year-End Variance Submission
Description
Initial training of Cardinal Planning and Budgeting (CPB) system which replaces Tidemark in Oct 2024. Introduction to the basics of CPB reporting and Smartview excel add-in then primarily focused on Year-End Variance analysis and narrative submission.
Abstract
This session will cover initial setup of CPB, navigating the user interface, basic reporting and setup and basic use of the Smartview Excel add-in in the first hour. The second hour will focus on the Year-End Variance process, including drill-down analysis into key drivers of variances. Users will also learn how to enter variance explanations and enter their narrative submissions directly to the CPB system.
Course: UBO-1400
There are separate In-Person and Zoom sessions available (denoted by the specific room location or "Zoom Session". Please register for the appropriate session based on how you plan to attend.
Intro to CPB Open Lab Individual Help
The University Budget Office is here to help. In addition to Instructor-Led Training offered above. We offer Instructor Drop-In Open Labs for users to get one-on-one help from UBO team members. Some are in-person, others are zoom.
Please visit the CPB Project page on fingate and scroll to the bottom to see the CPB Open Lab schedule and Zoom Link or Room.
Other links
- If you have any other questions or if you need off-cycle training, please submit a Service Request.
- Let us know how we are doing - Take the UBO Qualtrics Course Evaluation Survey
- For School of Medicine CPB Users interested in learning how to use CPB Clinical Operations statements, training will be available in Nov 2024, Please stay tuned for the announcement.
For the historical Tidemark Clinops watch this webex video on Fingate. - Please see below for historical Tidemark On-Demand Online Trainings that offer Stanford Budgeting Concepts that are still valid even though the system aspects will be changing.
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.
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
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