Training Information - Here to help staff get trained!


Financials Training Guide

What’s new in CFS Finance

CFS Finance now features a new user interface called Fluid. Check out our helpful resources page that highlights upgrade details and answers common questions.     
Homepage User Guide

Quick Reference Guide

Chancellor's Office Training Video

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.  Who Should Attned & Topics

Topics will include petty cash, invoicing, refunds and OneCard services. 

Registration is limited to the first 40 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 Determined TBD TBD

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 23.

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

Requisition Authority in DART

Expenditure Transfer Training Info:

Expenditure Transfer Training - Topic Info and Registration Details

Expenditure Transfer User Guide - Updated January 2018

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".  Seating is limited, sign up today!

Exp. Transfer Training Sessions: 

Date Time     Location

CANCELLED 4/19/2018

To Be Determined





Financial Data Warehouse (FDW)

CSU Resources

Links to other training sources.

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
8/2/2018 1:30 - 3:00 pm Mendocino 2003
11/2/2018 1:15 - 2:45 pm Mendocino 2003

FDW Training Guides and Videos

Introduction: Guide  
Trial Balance: Guide Video
Financial Summary As of Period: Guide Video
Fund Balance: 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?
Why is my PO Report sum is different from my Financial Summary Encumbrance sum?
LCD Report Guide
How do I Create an LCD Report with a Column for each Period?
What if my “Hamburger” is Missing?
Use the "Primary Tree Flg" on your Tree report
How can I relate my Fund Balance to my Financial Summary?
Other Frequently Asked Questions
Contents of "Other FAQs":
    Remember to click "Apply Filters"
    Encumbrances may show differently than Sac Vault
    Remember to set the current month to 12 when running a prior year report
    Remember to use the pull-down menu, and not to directly key in funds or department numbers
    Sharing customizations with others
What is the list of retired SacVault financial reports?
To receive system-wide service outage bulletins, including FDW outages, visit
   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

Space is limited to 15 people.

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

Requisition Training Sessions:

For assistance with Requisitions, call (916) 278-7322.

To register, please email Leah Davis, at Space is limited to 25 people.

Date Time Location
1/18/2018 CANCELLED
4/26/2018 CANCELLED 
6/1/18 1:30 - 3:30 pm TBD

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

Space is limited to 15 people.

Date Time Location
To Be Determined TBD TBD