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Course Description

****PLEASE NOTE Pre-requisite:  All participants must have access to Banner.  Please ensure that you currently have system access.  If you do not have access and would like access please complete the Finance Access Request Form at forms.temple.edu.  The form is located in the Controller’s Office section.  If you do not have access prior to the training date you will be asked to reschedule.********

This course is a “HANDS-ON” training session designed to provide an introduction to the basic functions of using the new Banner Finance system.  This course will tell you how to get to your basic grant financial information and will explain how that differs for grants as compared to other types of funds.  Participants will gain familiarity with the following tools and concepts:  
1) Review of the FOAPAL string, 2) How and when the Grant # and Index #’s are used, 3)  Use of the TUportal to access Cognos Reports, Self-Service Banner, 4) Detailed discussion of the Banner Tab which includes Monthly Cost Center Reports, Using the Financial Advisor Channel, and the Banner Finance Channel, 5)  Exploration of the Grant Search Tool using real examples, 6) Using Self-Service Banner to view financial budgets and actuals, look up specific documents and the status of documents, 7) Gain understanding of the differences between Cognos and SSB, 8) Access Cognos reports via the portal.

 

Prerequisites

This is for Department Chair’s, Business Managers, Administrators, and/or Principal Investigators who supervise and/or work directly with externally sponsored projects.
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