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The University Budget Office recommends the following trainings:

Data Warehouse, Viewing Financials STATE Accounts

  • Recommended for new department users with financial responsibility.  Topics include the finance Chart of Accounts, introduction/overview in CFS and DataWarehouse environments, construction of a simple DataWarehouse report and STATE budget functionality.
  • Register for online training provided by Information Technology Services on their ITS Training Services website.

Position Management & Payroll Detail Reporting

  • This training instructs end users on how to run two key reports for setting up and maintaining positions. The Payroll Detail Report, which lists all payroll charges posted to a Department ID in a pay period and the Position Management Query which lists all active positions (filled and vacant) in a department.  This training is required to obtain security access to run the Position Management Query.
  • Register for online training available in CSULEARN.

Budget Amendments

  • Instructions for submitting Budget Amendments and other budget-related items are found on our website, but if you need further instructions, contact us to set up a date and time to go over the process one-on-one.

General Information Regarding Your Budget

  • Call or email our office for general information regarding your budget.


Watch your email for messages from ITS Training services regarding the schedule for training classes. The office will also set up one on one trainings if needed.