November 14, 2023

Need a Forecast Refresher?

See these helpful handouts as you begin your Forecast work. All of these can be found on the Financial Compass page of the Budget Office website.

LIVE Forecast Overview Forecast Overview slides Forecast Roadmap

Upcoming Learning Opportunities!

We will be offering opportunities to learn more about Financial Compass planning, including the following:

Lunch-N-Learns (Zoom Sessions)

These optional sessions will be held over the lunch hour and will include a short presentation with additional time for Q&A. All sessions will be recorded and added to the Budget Office website for those who can not join. Calendar invites will be sent later this week. If you find yourself asking any of the questions below, that session may be for you.

11/21 - Financial Compass Navigation (Tool/Reports)

Getting lost on the ugly page, taking several clicks to get anywhere? Or maybe you need a reminder on how to use the filter tools to best view reports. Join us for the first Lunch-N-Learn and have your navigation questions answered.

11/30 - Forecast Reports

Working on your Forecast and need some help? Are those reports not telling what you need? Join us for this Lunch-N-Learn that will cover reading and interpreting the Forecast reports.

12/7 - Tips/Tricks WFP Reporting

Are you confused tying out WFP reports and how they flow into the Continuous Plan? This Lunch-N-Learn is for you. We'll cover the ins and outs of WFP reports and how it all connects.

12/14 - Forecast Questions

Have questions? This will be an open forum to ask any questions and hear questions others may have related to financial compass and the forecast.

Open Office Hours (November, December and January)

Don’t forget to schedule a Zoom or in-person meeting with your budget partner to help with those complex questions. Sign Up Here for open office hours.

How do I request/change Compass Access?

There is a new two-step process using a form you already know. The same for that you request users to have GLez access now includes Financial Compass access. Training is now available through eNDeavor, just search for Financial Compass.

Submit the GLez/BuyND Finance Data Access Request Form

NOTE: The primary Business Manager for your Unit/College must approve the Financial Compass portion of the form

Attend the mandatory, hands-on training class through eNDeavor

This training session will cover the functionality of the tool and the budget cycle of the University.

New Chance to Win!

Would you like to be in the running for a $25 gift card? If so, take a shot at answering a Financial Compass trivia question!

How many total campus users are in Financial Compass?

Email us your answer to budget@nd.edu by Friday, November 17th

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