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FM101 Operating Funds Management training available

The first set of the FM101 Operating Funds Management training, Fundamentals, is now available.

This four-module set is the first of five sets that comprise FM101, which provides foundational training that covers the basic fundamental concepts needed to understand Purdue's financial data. This training is targeted to staff within the Treasurer's organization with financial management responsibilities.

Attendees will review a number of standard BI/COGNOS reports, with a focus on understanding the operational data provided and how the data/reports can be used to answer questions or manage responsibilities within units. The series will also teach users to apply these fundamental concepts through exercises that reinforce understanding of the report data and apply the information covered to actual scenarios, common questions or tasks to be completed.

Links to detailed training, resources and quick reference guides will be provided for additional information on key topics covered in each module.

Registration for FM101 – Fundamentals is available online. Users can also register in the LMS by typing "FM101" in the 'Find Learning' search field. (Videos are available to walk users through navigating to training and completing training modules.)

Any issues with using SuccessFactors to register for or complete training should be sent to oecomm@purdue.edu.

When the subsequent FM101 training sets are available, announcements will be made through Business@Purdue News.  The complete listing of modules are included below for reference.

FM101 Operating Funds Management Training Structure

First Set – Fundamentals   (Now Available)

  • Funds Management Fundamentals
  • Master Data Elements
  • Commitment Item Hierarchy
  • Transfers  

Second Set - Statement of Financial Activity (To be announced)

  • Statement of Financial Activity
  • Financial Management Reports Landing Page
  • SFA/XL Tool

Third Set - Account Details (To be announced)

  • Transaction Listing
  • Account Balance Listing
  • Outstanding PO/Commitments Report
  • Not-Relevant Management

Fourth Set - Allocations and Plans (To be announced)

  • Faculty Allocation Report
  • Parent Funded Program Report
  • Start-up Report
  • AIMS
  • Endowment Report

Fifth Set – Payroll (To be announced)

  • Statement of Payroll Charges
  • Cost Distribution Report
 
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