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Budget & Finance Training

Last Updated: July 2, 2025 1:43:39 PM PDT
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Access Budget & Finance training material and links to additional resources

The trainings and resources below will help you acquire the knowledge, skills, and abilities to navigate UC San Diego's diverse financial landscape with precision. These resources are your gateway to excelling in your role as you manage the university’s finances.

Required Trainings

Currently, there are five training programs which are required for certain Oracle roles as depicted in the table below. Please refer to the corresponding drawers to learn more about these trainings and the roles which require them.

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Training Name Training Code Required for Roles
Finance Training Program:
Oracle Foundations		 SD-OFC-FCA1
  • All standard roles for all business units, except for the UCSD BI Consumer role
  • All UCSD WF XXXXXXX Approver roles
  • All UCSD WF XXXXXXC Cost Adjustment Approver roles
  • All elevated roles for business units
CIPERB: Customers, Invoices, Project Expenses Report & Billing SD-BFS-CIPERB
  • CIPERB Manage Customer Accounts Only
  • CIPERB Manage GP User
  • CIPERB Manage Customer ALL
Introduction to Oracle Procurement and Payables 06SED-OFC-1010
  • Department Shopper 500
  • Department Shopper 2500
  • Department Shopper 5000
Accounting in Oracle for Non-Accountants SD-OFC-AONA
  • All UCSD GL Roles
  • All UCSD WF XXXXXXX Approver roles
Intermediate PPM Concepts SD-OFC-ICPA
  • All UCSD PPM Roles
  • All UCSD WF XXXXXXC Cost Adjustment Approver Roles
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Review the OFC Cheat Sheet

This quick reference guide provides quick links and information to get you started in Oracle.

View the Guide

Finance Training Program

The Finance Training Program aims to establish a foundation of knowledge, so those with finance-related responsibilities can achieve long-term success. Stay tuned as additional courses become available.

Click below to learn more about our currently available series!

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Required for Roles:

  • All standard roles for all business units, except for the UCSD BI Consumer role
  • All UCSD WF XXXXXXX Approver roles
  • All UCSD WF XXXXXXC Cost Adjustment Approver roles
  • All elevated roles for business units

Reflected in Services & Support as: SD-OFC-FCA1

The first series, Oracle Foundations, covers essential knowledge about Oracle's underlying structures and processes. It is highly recommended for all Oracle users.

Access the course on the UC Learning Center!

Below is a roadmap which outlines the various courses which make up the series:

A roadmap showing the three courses leading up to a final assessment, followed by a road sign that reads "next series."

Each course must be completed sequentially and will culminate in a final assessment:

Course 0: Welcome: OFC and reporting navigation basics

Course 1: General Ledger and Subledgers: How OFC is structured and information flow 

Course 2: Chart of Accounts and Chartstrings: Basics of transacting in the General Ledger

Course 3: Intro to Project Portfolio Management (PPM): POET(AF) and project attributes

Required for Roles:

  • All UCSD GL Roles
  • All UCSD WF XXXXXXX Approver roles

Reflected in Services & Support as: SD-OFC-FTP2

The second series, Accounting in Oracle for Non-Accountants, introduces some of the basic accounting concepts that are unique to governmental entities.

Access the course on the UC Learning Center!

Below is a roadmap which outlines the various courses which make up the series:

A roadmap of Series 2, encompassing Course 1: Financial Statement Basics Course 2: Overview of Financial Accounting, Course 3: Additional Topics in Accounting and Managerial Reporting, with a sign pointing to the next series.

Each course must be completed sequentially and will culminate in a final assessment:

Course 1: Financial Statement Basics

Course 2: Overview of Financial Accounting

Course 3: Additional Topics in Accounting and Managerial Reporting

Required for Roles:

  • All UCSD PPM Roles
  • All UCSD WF XXXXXXC Cost Adjustment Approver Roles

Reflected in Services & Support as: SD-OFC-FTP3

The third series, Intermediate PPM Concepts, goes beyond what you’ve already learned about PPM and help you build more mastery over the information found in PPM, managing projects, and understanding your portfolio.

Access the course on the UC Learning Center!

Below is a roadmap which outlines the various courses which make up the series:

A roadmap of Series 3, encompassing Course 1: Costs and Committed Costs, Course 2: PPM Cost Transfers, and Course 3: PADUA & Managing General Projects, with a sign pointing to the next series.

Each course must be completed sequentially and will culminate in a final assessment:

Course 1: Costs and Committed Costs

Course 2: PPM Cost Transfers

Course 3: PADUA and Managing General Projects

Reflected in Services & Support as: SD-OFC-FTP4

The fourth series, Award Management, covers the post-award lifecycle, meaning the period of time between when the award has been received and when the award is closing.

Note: Currently, the first course and corresponding practice on Setting Up Awards have been released. Stay tuned for future courses in this series!

Access the course on the UC Learning Center!

Below is a roadmap which outlines the various courses which make up the series:

A roadmap of Series 4, encompassing Course 1: Setting Up Awards, Course 2: Cost Compliance, Course 3: Monthly Reconciliation, and Course 4: Sponsor-Required Reporting and Award Closeout, with a sign pointing to the next series. 

Each course must be completed sequentially and will culminate in a final assessment:

Course 1: Setting up Awards

Course 2: Cost Compliance

Course 3: Monthly Reconciliation

Course 4: Sponsor-Required Reporting and Award Closeout

The table below highlights the projected training roadmap. 

Series Courses Tentative Release
Special Topics in Award Management
  • Cost Sharing
  • Subawards
  • Additional Topics
 TBD
Payroll
  • UCPath Labor Ledger
  • Labor Ledger to Oracle Integration
  • Default Project Reconciliation
 TBD
Intermediate Concepts in GL
  • Journal Entries
  • Understanding GL Balances
  • Understanding Accruals
  • Period Close
 TBD
Billing and Receivables
  • Introduction to Billing and Receivables
  • PPM Contract Billing
  • Receivables Billing
  • Receiving Payments
 TBD 
Advanced Topics and Special Considerations
  • Service Agreements
  • Recharge Centers
  • Internal Controls and Monthly Reconciliation
 TBD 
Cash Management
  • Introduction to Cash Management
  • Payment Card Industry
  • Federal Letter of Credit
 TBD 
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Introductory Courses

Introductory courses provide high-level instruction covering basic financial terms and concepts, policies and procedures, system navigation, and transactional overviews.

Introductory training is advised for all department preparers with Oracle standard roles -e.g., Fund Managers, Fiscal Assistants, Financial Analysts, and Administrative Assistants

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These Oracle and Concur courses are short in duration and serve as module overviews with new system terminology. eCourses should be viewed prior to watching advanced training courses or registering for instructor-led classes.

UC Learning Registration: Oracle: Buying and Paying for Goods & Services

Training Office: Integrated Procure-to-Pay Solutions

Course Details: Instructor-led training/ 2 hours

Recommended Participants: Anyone that prepares purchase order requisitions in Oracle Procurement to buy goods or services for their department.

Course Overview: This course will be especially valuable for employees who want to further their understanding of buying on campus. Instruction will involve an introduction to Oracle Procurement as well as hands-on practice and feedback to gain valuable, practical experience. Intended for fiscal administrators, fund managers and financial managers who are familiar with sponsored award management on campus and would like to learn about more advanced buying terminology and concepts.

  • Shopping for and purchasing goods and services
  • Searching across UC San Diego requisitions and POs
  • Closing POs
  • Processing NonPO payments through Oracle Procurement
  • Checking PO and NonPO invoice status
  • Receiving credits through refund checks

Self-Help Resources: 

UC Learning Registration: UC San Diego Travel: Before You Go

Training Office: Integrated Procure-to-Pay Solutions

Course Details: Instructor-led training/ 1.5 hrs

Recommended Participants: Travel Arrangers, Delegates, Travelers and Financial Managers

Course Overview: The course will include an in-depth explanation of topics covered in the Concur Travel and Expense eCourse. This course will be especially valuable for employees who travel or book business travel and want to further their understanding of travel preauthorization and UC San Diego's instance of Concur Travel booking tool. Intended for travel arrangers, delegates, travelers, and financial managers who are familiar with Travel Policy G-28 and would like to learn about more advanced Concur Travel terminology and concepts.

  • Review the process to request travel preauthorization via Concur Request
  • Be able to request a new University Travel & Entertainment Car
  • Learn how to book travel via Concur Travel

Self-Help Resources: 

UC Learning Registration: UC San Diego Travel: Reporting Expenses

Training Office: Integrated Procure-to-Pay Solutions

Course Details: Instructor-led training/ 1.5 hrs 

Recommended Participants: Travellers, Preparers, and Approvers 

Course Overview: Those involved in the process of trip reconciliation for business travel at UC San Diego, including travelers, preparers (Concur Delegates) and approvers. The course provides an overview of UC San Diego travel policy and procedure, including summarized guidelines, resources, and information about online tools. In this course, you will learn about Concur processes for prepaying travel and claiming expenses after the business trip occurs in accordance to Travel Policy G-28.

  • Arranging for prepayment of fees, such as registration
  • Making deposits, such as for hotels
  • Reporting expenses
  • Claiming traveler reimbursement

Self-Help Resources: 

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Fundamental Courses

Fundamental courses provide in-depth instruction covering advanced concepts, including embedded business processes, what-if scenarios, best practices, and workflow hierarchies, including information for Financial Unit Approvers.

Departmental staff working with sponsored projects and accounts receivable should take additional function-specific training courses.

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UC Learning Registration: Concur: Event and Expense Reimbursements

Training Office: Integrated Procure-to-Pay Solutions

Course Details: Instructor-led training/ 2 hours

Recommended Participants: Preparers, meeting/event hosts, financial managers, and entertainment approvers

Course Overview:The course will include an in-depth explanation of Concur processes related to meetings, entertainment, and business expense reimbursements. This course will be especially valuable for employees who host meetings and events and want to further their understanding of the expense reconciliation process via Concur. Also, those who previously utilized MyPayments for requesting employee reimbursements for business expenses may attend this course. Intended for preparers, meeting/event hosts, financial managers, and entertainment approvers who are familiar with Entertainment Policy BUS-79 and would like to learn about more advanced meetings and entertainment terminology and concepts.

  • Learn how to submit event payment requests and employee reimbursements via Concur
  • Review the process to submit event vendor payments
  • Be able to view and reconcile Travel & Entertainment card transactions

Self-Help Resources: 

UC Learning Registration: University Procurement Card Program

Training Office: Integrated Procure-to-Pay Solutions

Course Details: Instructor-led training/ 2.5 hours

Recommended Participants:Preparers, cardholders, and fund/financial managers

Course Overview: The course will include more in-depth explanations of changes coming with the University Procurement Card Program. This course will be especially valuable for employees who oversee and/or use the Procurement Card and want to orient themselves in the new system. Intended for preparers, cardholders, and fund/financial managers who are familiar with buying and paying for low value goods and services on campus and would like to learn about more advanced Procurement Card terminology and concepts.

  • Understand the requirements, use and benefits of the card
  • Review the changes to the Procurement Card Program in Concur
  • Learn how to request a new card and related card requests Learn how to reconcile card transactions through Concur

This is not an introductory course. Participants should first complete the associated eCourse University Procurement Card Program available through UC Learning.

Self-Help Resources: 

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Specialized Courses

Specialized courses are tailored to job-specific functions, provide elevated training, and enable staff to continue learning and optimizing the Financial Information System

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UC Learning Registration: Oracle BI Author for Report Developers: Getting Started

Training Office: Internal Controls & Accounting

Course Details: Instructor-led training/ 1.5 hours

Recommended Participants: Required for staff who will be providing department reports

Course Overview: These courses are for data analysts or information system analysts who are familiar with existing financial reports on campus and would like to learn about the Oracle Reporting Solutions within the Oracle Financial Reporting Center. This series builds a solid foundation about the architecture of the Oracle Financial Reporting environment. They will also outline the four main reporting tools and provide a basic understanding of what each of these tools is designed to do.

Courses are a pre-requisite and must be completed for BI Author access in the Oracle Financials Cloud (OFC) system. It will ensure participants have a minimal comfort level with the environment, navigation and high-level concepts prior to beginning the more advanced BI Author tool training. Participants should have proper technical backgrounds and current relevant job role to take this course.

Self-Help Resources: 

Recorded Training: Oracle Cost Transfers

Training Office: Office of Post Award Financial Services

Course Details: Recorded Instructor-led training/ 1.5 hours

Recommended Participants: Department positions that perform cost transfers including Fund Managers, Financial Managers, and Financial Officers

Course Overview: The course provides a general overview of the various types of cost transfers, uses, and Oracle system navigation for cost transfers. Topics include how to initiate & approve cost transfers, view cost transfers in OFC, and more!

  • Learn essential terminology and the navigation to perform cost transfers
  • How to initiate cost transfers
  • Understand the approval process and what to check before approving
  • Understand basic reporting of cost transfers

Self-Help Resources: 

Required for Roles:

  • CIPERB Manage Customer Accounts Only
  • CIPERB Manage GP User
  • CIPERB Manage Customer ALL

Course Link: CIPERB: Customers, Invoices, Project Expenses Report & Billing

Reflected in Services & Support as: SD-BFS-CIPERB

Training Office: Accounts Receivable

Recommended Participants: Staff who will be responsible for managing AR customer information.

Course Overview: This training course provides instruction of the CIPERB application in the uses of account searches, amendments, and customer creation for department users.

Self-Help Resources:

CIPERB Blink Page

See the Reporting Workshop page for more training options.

System training for the campus budget process is offered annually from January through February/March. There are standalone self-paced elearning courses available on UCLC that support more indepth instructor-led sessions. The intended audience for these trainings is budget preparers and Financial Officers.

eCourse

Oracle Budget: Budgeting at UCSD

Oracle Budget: Introduction to SmartView for Oracle Planning & Budgeting

Instructor-Led Sessions

Oracle Budget: Budgeting Salaries and Benefits for Admin Units (In Person & Zoom)  

Oracle Budget: Budgeting Salaries and Benefits for Academic Units (In Person & Zoom)

Oracle Budget: Core Funds: Balancing Resources and Expenses (In Person & Zoom)

Oracle Budget: Non-Core Non-Compensation Expense Planning (In Person & Zoom)

Oracle Budget: Budgeting Salaries & Benefits in Smart View (Zoom only)

Oracle Budget: Budgeting Capital Projects  (Zoom only)

Oracle Budget Data: Smart View Ad Hoc Tips and Tricks  (Zoom only)

Oracle Budget Data: Smart View Ad Hoc Querying  (Zoom only)

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Archived Courses

The courses in this section provide training content which may be out of date.

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Training Office: Business & Financial Services Divisions

Course Details: Instructor-led training/ ~1.5 hrs per course (1 hr. Training/30 mins. Q&A)

Recommended Participants: Fund and Financial Managers

Course Overview: The Fund Management training series is designed to address campus inquiries and key topics that matter to fund managers

Office Hours Support:


Fund Management: Sponsored Projects Specialized Processes
Monday, April 5, 2021 @ 9:30am - 10:30am
Topics include Sponsored Project Closeout, Industry-Initiated/Sponsor-Initiated Clinical Trials, Fabrications, Program Income and Reading your Award Balance.

Fund Management: Incoming & Outgoing Subawards
Wednesday, April 7, 2021 @ 9:30am - 10:30am
Topics include MCAs intercampus, Non UC and more!

Fund Management: External Revenue
Monday, April 12, 2021 @ 9:30am - 10:30am
Topics include Incoming Service Agreements, Contract Management, Gift Revenue, Intercampus transfers ILTF and associated reports.

Fund Management: Subledger Variances
Wednesday, April 14, 2021 @ 9:30am - 10:30am
Topics include Default Projects, Purchase Orders and Commitment Reconciliation, Exception reporting, Cost transfers and more!

Fund Management: Financial Reporting & Salary Projections
Wednesday, April 21, 2021 @ 9:30am - 10:30am
Topics include reports.ucsd.edu, faculty MyFunds/EBS-like reporting, standard & managerial account hierarchy updates, salary projections, and new PPM names on reports!

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Find answers, request services, or get help from our team at the UC San Diego Services & Support portal or call the Finance Help Line at (858) 246-4237