FY20 EPM Main Campus Training

February 11th – February 15th, 2019

Location: The Park Building, 4th Floor, Room 404
Updated: 1/17/2019

 How do I register?

Click on any of the “New User Registration”, “Current User Registration”, or “Super User Registration” hyperlink on the day and time desired below.

  • An email should pop-up with all of the details that we need already populated.
  • Click send.
  • We will confirm receipt of your registration via email within 24 hours.

 MondayTuesdayWednesdayThursdayFriday
TimesFeb. 11Feb. 12Feb. 13Feb. 14Feb. 15
9-11 AMNew User Registration
(Class Full)
Super User Registration
(6 open seats)
Current User Registration
(5 open seats)
Current User Registration
(18 open seats)
Current User Registration
(11 open seats)
1-3 PMCurrent User Registration
(7 open seats)
Current User Registration
(4 open seats)
Current User Registration
(6 open seats)
New User Registration
(9 open seats)
Super User Registration
(10 open seats)

Please contact the Budget Office with questions or to register for training at 801-585-7956 or 801-587-3756.

New User Training

Security Access Form (SAF)

This training is for those users who are new to using the EPM budget system or who would like a slower review of EPM. This training is 2 hours and will focus on the following topics:

  • Budget Overview: A brief overview of the university’s budgeting process.
  • Logging into EPM & Main Menu: Gain familiarity of how to Log into EPM & learn about the EPM main menu functionality & navigation.
  • Forecasting in EPM: Understand why we forecast and how to insert your forecast into EPM and resources to support your forecast analysis.
  • Projecting Next Year’s Budget in EPM: Become familiar with the template(s) necessary to budget personnel and non-personnel for the next fiscal year.
  • Required Reports: Overview of the required reports due to the SVPAA and how they interrelate to the templates.
  • Other Budget & Actual Reports: Introduction of the budget and actual reports located on the EPM main menu.
  • Locking your Budget: Understanding the steps necessary to lock down your final EPM budget so that no alterations can be made.
  • Q&A: Any questions that may be still lingering.

Current User Training

This training is geared toward those users who are familiar with the university budget system and would like a summarized review. In this training there will be a brief overview of EPM and then the focus will be on new updates and changes since the prior year. The expectation is that this training will be relatively brief.

  • Budget Overview: A brief overview of the University of Utah budgeting process and up and coming methodology updates.
  • Brief Overview: Logging in, forecasting, budgeting, reviewing required budget and actual reports, and locking your budget.
  • Q&A: Any questions that may be still lingering.

Super User Training

This training is for those who are frequent users of the university budget system and would like a high-level review. This training will focus on new updates and changes since the prior year along with ample time for Q&A.

  • Budget Overview: A brief overview of the University of Utah budgeting process and up and coming methodology updates.
  • Brief Overview: Discuss the new and improved templates for budgeting including ‘Speedier-Part 2’ and the new tools and reports for better forecasting and budgeting. 
  • Q&A: Any questions that may be still lingering.

 

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Susan Schaefer 2018 Recipient of the University of Utah Academic & Student Affairs District Staff Excellence Award