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.
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 a live zoom Q&A session for deeper understanding.
Course number: UBO-1000-WEB
Live Q&A Session
Live Q&A session has completed for the current budget cycle. Previously recorded Zoom videos are available:
Expense & Revenue Process:
May 2021, 2020 Part 1 & 2020 Part 2
Fund Management & ISC Adjustments:
June 2021, 2020 Part 1 & 2020 Part 2
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
Tidemark Pooled Budgeting Training
This 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.
Course number: UBO-1100
Open Lab Schedule
The University Budget Office is here to help. We offer 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.
| Class | date | day | time | info |
|---|---|---|---|---|
| Budget Plan Open Lab | TBD | TBD | TBD | 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.
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.