Training Information

Financial Services is here to help you get trained!

Bursar's 101 Training Info and Sessions:

The Bursar’s Office is offering a training session to help our business partners understand and to clarify the services that we offer.  Topics will include petty cash, invoicing, refunds and OneCard services. 

Registration is limited to the first 30 people.

Registration is via Skillport.  Navigation: My Sac State/Employee Center/Skillport/Quick Links/Instructor Led Training/Bursar's 101

Date Time Location
To Be Arranged (TBA)    

Delegation of Authority and Reports To (DART)

The new DART application resides in CMS, and will replace the CFS Delegation of Authority (DoA) application.
DART will become available to users Dec 1, 2017, and continue as the permanent tool to validate DoA.
The CFS DoA is also available, but will be removed after Feb 28.

The DART application has two inquiry screens for users to:
  1. Lookup DoA by employee or by department.
  2. Lookup manager-employee reporting relationships.

DART User's Guide


Expenditure Transfer Training Info:

Expenditure Transfer Training - Topic Info and Registration Details

Expenditure Transfer User Guide - Updated November. 2017

Registration is via Skillport.  Navigation: My Sac State/Employee Center/Skillport/Quick Links/Instructor Led Training/Session Schedule - See right side and search for "expenditure transfer".

Exp. Transfer Training Sessions: 

Date Time Location
TBA Modoc - 1009

Financial Data Warehouse (FDW)

This training is an introduction to running financial reports using FDW.
It covers the documents in the "Training Guides and Videos" section below.

You can enroll using Skillport. Follow these steps:
  1. Start on your MySacState page
  2. Click on the "Skillport" link
  3. Click "Quick Links"
  4. Click "Instructor Led Training"
  5. Click "Session Schedule"
  6. Go to the "Search" box in the top-right and search for "FDW".
  7. Locate "FDW for Financial Users" and click "Details".
  8. Pick the session that best fits your schedule and click "Enroll"
Sessions without committed attendees will be canceled.

FDW Training Sessions:

Date Time Location
1/26/2018 1:00 - 3:00 pm Mendocino 2003
2/23/2018 1:00 - 3:00 pm Mendocino 2003
3/23/2018 1:00 - 3:00 pm Mendocino 2003
4/13/2018 1:00 - 3:00 pm Mendocino 2003

FDW Training Guides and Videos

Introduction: Guide  
Trial Balance: Guide Video
Financial Summary As of Period:
(equivalent to the Sac Vault Budgeted Funds Report)
Guide Video
Fund Balance:
(equivalent to the Sac Vault Trust Funds Report)
Guide Video Using SAC_FUND_OWNER Tree
Tree Reporting: Guide Video
ProCard Transaction: Guide  
Open PO Report: Guide  

FDW Frequently Asked Questions

How to specify NULL or not-NULL filters in FDW
I cannot drill on totals.  How do I drill and see the details for a PC/College, and not just a department?
Known issue - Report hangs at the filter drop-down prompt
Why does my FDW report not use the filter that I defined?
How can I use FDW to verify open POs?
What is the plan to retire SacVault financial reports?
Other Frequently Asked Questions
To receive system-wide service outage bulletins, including FDW outages, visit https://csyou.calstate.edu/Outages
    Here is a User's Guide with the steps to sign up for system-wide service outage bulletins


Procurement Trainings

The Procurement and Contract Services Department will conduct Procurement 101 and Requisition Trainings for new staff members responsible for procurement activity; and/or, as a refresher for current staff members.  The trainings cover procurement policies, protocols and guidelines.

Procurement 101 Training Sessions:

To register, please email Dale Clack, at clackd@csus.edu

Space is limited to 15 people.

Date Time Location
1/17/2018 9:30 - 11:30 am Modoc - 1009
3/29/2018 1:30 - 3:30 pm Modoc - 1009
5/16/2018 9:30 - 11:30 am Modoc - 1009
5/16/2018 1:30 - 3:30 pm Modoc - 1009

Requisition Training Sessions:

To register, please email Leah Davis, at ldavis@csus.edu

Space is limited to 25 people.

Date Time Location
1/18/2018 CANCELLED
4/26/2018 10:00am -12:00 pm AIRC-1016
6/1/18 1:30 - 3:30 pm TBA

Consulting-Firm/Individual Agreement Training Sessions:

The purpose of this presentation/training is to provide a review of Consulting Service Agreements with Firms and/or Individuals, in regards to the processes, policies and protocol necessary to obtain this type of service.

To register, please email Michelle Bianco, at biancom@csus.edu

Space is limited to 15 people.

Date Time Location
3/15/2018 2:30 - 4:00 pm Modoc - 1009