Budget Systems: SF_PBCS User Training

SF_PBCS, SF State's financial planning and analysis tool, supports our efforts to align resources to strategy. Navigate the links to the SF_PBCS pages below to become familiar with the various features of the budgeting system at SF State.

SF_PBCS User Training

For Your Information:

COVID-19 Accomodation

In consideration of the health and wellness of our students, faculty and staff, we are providing our trainings remotely until further notice. During this time, we will host the Basic Training, Hands-on and Q&A sessions through the Zoom video and web conferencing service. Details for joining Zoom meetings will be sent with session confirmations.

Budget Planning Training Sessions

For the annual budget planning process, we use the Budget Module within the SF State Planning Budgeting Cloud Service (SF_PBCS) for developing the budget. Our sessions are intended for our campus-partners to become familiar with the annual budget planning process and to review use of the Budget module in SF_PBCS.

All sessions to be hosted through the Zoom web conferencing service. Details for joining Zoom sessions will be sent with session confirmations. Enrollment is closed until further notice. See the Presentation Slides and Videos sections below for recordings of past sessions.

Budget Planning Training Session Schedule

TBD: Future Budget Planning Training Sessions will be posted as needed. Check back again.

If you have questions regarding the annual budget planning process or how to use of the Budget module in SF_PBCS, feel free to email them to SF_PBCS@sfsu.edu (link opens email).

Presentation Slides

Videos

We have recorded video guides based upon our Spring 2020 Training Sessions, and have made them available for download to our campus partners. Visit our SF_PBCS Training Videos collection (link to external third party service) in the Box @ SF State cloud service to preview and download the video files.*

descriptions of SF_PBCS training videos
Video Name Video Description
SF_PBCS Intro An intro to SF_PBCS along with the training session agenda and learning objectives. The video covers some terms, background info of SF_PBCS and the overall process flow of the system
SF_PBCS Budget Review Icon Overview of SF_PBCS Budget Review icon
SF_PBCS Budget Compensation Icon Overview of SF_PBCS Compensation icon which is where users will budget for single incumbent positions.
SF_PBCS Budget Opex and Rev icon SF_PBCS Budget Opex and Rev icon
SF_PBCS Budget Other Compensation Icon Overview of SF_PBCS Budget Other Compensation icon which is where a user will budget for pools and other natural accounts related to compensation (ie, overtime)
SF_PBCS Budget Reports Overview of SF_PBCS Reports which has four reports that are useful during this budget process as well as throughout the year.

 

* – To watch each video in full, you must download the video from the Box @ SF State site. Access to Box @ SF State requires valid SF State login and secure network connection.

Financial Review Training Sessions

CSU policy -- and sound business practices -- require the campus to perform timely, financial reviews to inform campus decision-makers of conditions affecting our campus budget and financial performance. Each Fiscal Year we will conduct periodic financial reviews, also known as financial oversight, typically in Fall, Winter and Spring.

For the seasonal financial review process, we use the Current Year Projection (CYP) Module within the SF State Planning Budgeting Cloud Service (SF_PBCS). Our sessions are intended for our campus-partners to become familiar with the financial review process and to review use of the CYP module in SF_PBCS.

All sessions to be hosted through the Zoom web conferencing service. Details for joining Zoom sessions will be sent with session confirmations. Enrollment is closed until further notice. See the Presentation Slides and Videos sections below for recordings of past sessions.

To learn about the financial review process, reporting instructions and timeline, visit our Budget Process: Financial Oversight webpage.

Financial Review Training Session Schedule

We provide Financial Review Training sessions through the duration of financial review process. Visit our Budget Events page to view the schedule, and visit Qualtrics to view the schedule and sign up for a session (external link)

 

Q&A Sessions

Meet with our team for an interactive question and answer session. This is an opportunity to get assistance with any challenges you are facing in the SF_PBCS system. All Q&A sessions to be hosted through the Zoom web conferencing service. Details for joining Zoom sessions will be sent with session confirmations. Enrollment is closed until further notice.

Q&A Session Schedule

We provide Financial Review Q&A sessions through the duration of financial review process. Visit our Budget Events page to view the schedule, and visit Qualtrics to sign up for a session (external link)

If you have questions regarding any challenges you are facing in the SF_PBCS system, feel free to email them to SF_PBCS@sfsu.edu (link opens email).

Hands-on Sessions

As we conducted our Basic Training Sessions for SF_PBCS we saw a need to enhance the knowledge transfer through more direct experience with the SF_PBCS functions. Users can experiment with the functions in the TEST environment within SF_PBCS. As part of the Budget Planning Training Sessions refresher course above, users work through examples of typical budgets and reports. We guide attendees through examples, and allow the attendees to work the remainder of the time at their own pace. We are there to answer any questions. All sessions to be hosted through the Zoom web conferencing service. Details for joining Zoom sessions will be sent with session confirmations. See the Budget Planning Training Sessions above to enroll through our Qualtrics survey form and select a session.

Hands-on Session Schedule

TBD: Future Budget Planning Hands-on Sessions will be posted as needed. Check back again for the schedule.

If you have questions regarding any challenges you are facing in the SF_PBCS system, feel free to email them to SF_PBCS@sfsu.edu (link opens email).

 

 

 

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