{"id":1821,"date":"2018-01-29T13:25:31","date_gmt":"2018-01-29T19:25:31","guid":{"rendered":"https:\/\/www.wisconsin.edu\/budget-planning\/?page_id=1821"},"modified":"2025-01-16T11:26:40","modified_gmt":"2025-01-16T17:26:40","slug":"training","status":"publish","type":"page","link":"https:\/\/www.wisconsin.edu\/budget-planning\/system-project\/training\/","title":{"rendered":"Training"},"content":{"rendered":"\n\t\t\t\t\t<div id=\"cfct-build-1821\" class=\"cfct-build grid\">\n\t\t\t\t\t\t<div class=\"row\"><div class=\"col-md-3 cfct-block\">\n\t\t\t<div class=\"cfct-module cfct-module-loop-subpages\">\n\t\t\t\t<div class=\" hidden-print\"><div class=\"cfct-mod-content menu-cfct-module-ef055b84b28b23468db6a3d50a07ad47-container\">\n    <nav >\n        \n\t\t\t\t\t<ul class=\"cfct-module-loop-subpages menu nav\">\t\t\t<li ><a href=\"https:\/\/www.wisconsin.edu\/budget-planning\/system-project\/\">Plan UW: Planning &amp; Budgeting Cloud Service<\/a><\/li>\n\t\t\t\t\t\t<li ><a href=\"https:\/\/www.wisconsin.edu\/budget-planning\/system-project\/production-urls\/\">Production URLs<\/a><\/li>\n\t\t\t\t\t\t<li ><a href=\"https:\/\/www.wisconsin.edu\/budget-planning\/system-project\/project-details\/\">Project Details<\/a><\/li>\n\t\t\t\t\t\t<li ><a href=\"https:\/\/www.wisconsin.edu\/budget-planning\/system-project\/help-topics\/\">Help Topics<\/a><\/li>\n\t\t\t\t\t\t<li ><a href=\"https:\/\/www.wisconsin.edu\/budget-planning\/system-project\/faq-glossary\/\">FAQ<\/a><\/li>\n\t\t\t\t\t\t<li ><a href=\"https:\/\/www.wisconsin.edu\/budget-planning\/system-project\/roadmap\/\">Roadmap<\/a><\/li>\n\t\t\t\t\t\t<li ><a href=\"https:\/\/www.wisconsin.edu\/budget-planning\/system-project\/testing\/\">Testing<\/a><\/li>\n\t\t\t\t\t\t<li ><a href=\"https:\/\/www.wisconsin.edu\/budget-planning\/system-project\/training\/\">Training<\/a><\/li>\n\t\t\t\n\t\t\t\t\t<\/ul><!-- \/cfct-module-loop-subpages menu nav -->    <\/nav>\n<\/div>\n<\/div>\n\t\t\t<\/div><\/div><div class=\"col-md-9 cfct-block\">\n\t\t\t<div class=\"cfct-module uwsa-tabs-accordions\">\n\t\t\t\t<h3 class=\"cfct-mod-title \">Training<\/h3>    <div class=\"bs-accordion \">\n        <div id=\"f3tbr\" class=\"panel-group\">\n        \n            <div class=\"panel panel-default \" id=\"panel_training-materials\">\n    <div class=\"panel-heading\" id=\"heading_training-materials\">\n        <h4 class=\"panel-title\"><button href=\"#training-materials\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"training-materials\">Training Materials<\/button><\/h4>    <\/div>\n    <div id=\"training-materials\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_training-materials\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <p>Plan UW is cloud-based and can be accessed via any computer with internet access. <strong><u>Mozilla Firefox<\/u><\/strong> is the recommended browser when using Plan UW.<\/p><h6>Plan UW Background Materials<\/h6><ul><li><span class=\"doc-icon\"><a class=\"doc-type pptx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/Intro-to-PlanUW_v2.pptx\" target=\"_blank\">Intro to Plan UW<span class=\"sr-only\"> pptx<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pptx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/Navigating-PlanUW_v1.pptx\" target=\"_blank\">Navigating Plan UW<span class=\"sr-only\"> pptx<\/span><\/a><\/span>\r\n<\/li><\/ul><h6>Training Slide Decks<\/h6><ul><li><span class=\"doc-icon\"><a class=\"doc-type pptx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/PlanUW-Processes_v3_part-1.pptx\" target=\"_blank\">Budgeting in Plan UW Part 1<span class=\"sr-only\"> pptx<\/span><\/a><\/span>\r\n - Setting User Variables, Salary &amp; Wage Review, Fringe Rates, and Non-compensation<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pptx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/PlanUW-Processes_v3_part-2.pptx\" target=\"_blank\">Budgeting in Plan UW Part 2<span class=\"sr-only\"> pptx<\/span><\/a><\/span>\r\n - Revenue, Budget Review, and Budget Reports<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pptx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/SmartView_Training_v2.pptx\" target=\"_blank\">Smart View Training<span class=\"sr-only\"> pptx<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pptx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/Current-Year-Forecasting-v1.pptx\" target=\"_blank\">Current Year Forecast Training<span class=\"sr-only\"> pptx<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pptx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/PlanUW-Multi-Year-Forecasting-Training-Deck.pptx\" target=\"_blank\">Multi-Year Forecast Training<span class=\"sr-only\"> pptx<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pptx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/PlanUW-Planning-Allocations-Training-Deck_FINAL.pptx\" target=\"_blank\">Planning Allocation Training<span class=\"sr-only\"> pptx<\/span><\/a><\/span>\r\n<\/li><\/ul><h6>Plan UW Redwood<\/h6><ul><li><span class=\"doc-icon\"><a class=\"doc-type pptx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/PlanUW_Redwood.pptx\" target=\"_blank\">PlanUW Redwood<span class=\"sr-only\"> pptx<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type mp4\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/Plan-UW---Redwood-Platform-20240119_130528-Meeting-Recording.mp4\" target=\"_blank\">Plan UW - Redwood Platform Meeting Recording<span class=\"sr-only\"> mp4<\/span><\/a><\/span>\r\n<\/li><\/ul><h6>Training Videos<\/h6><p><a href=\"https:\/\/universityofwisconsin-my.sharepoint.com\/:v:\/g\/personal\/lindsay_woznick_wisconsin_edu\/EVgBcOy2wcROsxemDyW9SowBx1p1bWzhxsVxEXaKQXi5hA?e=9g0SWC\">CY &amp; MY Forecast Training<\/a><\/p><p><a href=\"https:\/\/universityofwisconsin-my.sharepoint.com\/:v:\/g\/personal\/lindsay_woznick_wisconsin_edu\/EaXX0k-0LudJq_GB3Ocwb7ABXJahjd3AWIZYwMnRNPWOXA?e=AI3m9A\">PlanUW Budget &amp; CAT Training<\/a><\/p>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_quick-reference-guides\">\n    <div class=\"panel-heading\" id=\"heading_quick-reference-guides\">\n        <h4 class=\"panel-title\"><button href=\"#quick-reference-guides\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"quick-reference-guides\">Quick Reference Guides<\/button><\/h4>    <\/div>\n    <div id=\"quick-reference-guides\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_quick-reference-guides\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <ul><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/QRG-Budget.pdf\" target=\"_blank\">Budget<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type docx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/Current-Year-Forecast-QRG.docx\" target=\"_blank\">Current Year Forecast<span class=\"sr-only\"> docx<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/Multi-Year-Forecast-QRG_02012021.pdf\" target=\"_blank\">Multi-Year Forecast<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><p><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/PlanUW-Planning-Allocation-QRG_02012021.pdf\" target=\"_blank\">Planning Allocation<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/p><\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_reporting\">\n    <div class=\"panel-heading\" id=\"heading_reporting\">\n        <h4 class=\"panel-title\"><button href=\"#reporting\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"reporting\">Reporting<\/button><\/h4>    <\/div>\n    <div id=\"reporting\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_reporting\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <ul><li><span class=\"doc-icon\"><a class=\"doc-type docx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/Creating-Report-in-Smart-View-Ad-Hoc.docx\" target=\"_blank\">Creating Report in Smart View Ad Hoc<span class=\"sr-only\"> docx<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/Plan-UW-Budget-Report-Inventory.pdf\" target=\"_blank\">Budget Report Inventory<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><a href=\"https:\/\/www.wisconsin.edu\/budget-planning\/planuw-report-examples\/\">Reporting examples<\/a><\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_account-level-documentation-budget-forecast\">\n    <div class=\"panel-heading\" id=\"heading_account-level-documentation-budget-forecast\">\n        <h4 class=\"panel-title\"><button href=\"#account-level-documentation-budget-forecast\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"account-level-documentation-budget-forecast\">Account Level Documentation \u2013 Budget &amp; Forecast<\/button><\/h4>    <\/div>\n    <div id=\"account-level-documentation-budget-forecast\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_account-level-documentation-budget-forecast\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <ul><li><span class=\"doc-icon\"><a class=\"doc-type xlsx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/PlanUW-Account-Level-Documentation-V9.xlsx\" target=\"_blank\">Plan UW Account Level Documentation v.9<span class=\"sr-only\"> xlsx<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pptx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/UPDATED---Brunch--Learn---Plan-UW-Budget-Account-Levels-V.3.pptx\" target=\"_blank\">Plan UW Budget Account Levels V.3<span class=\"sr-only\"> pptx<\/span><\/a><\/span>\r\n<\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_lunch-learn-videos\">\n    <div class=\"panel-heading\" id=\"heading_lunch-learn-videos\">\n        <h4 class=\"panel-title\"><button href=\"#lunch-learn-videos\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"lunch-learn-videos\">Lunch &amp; Learn Videos<\/button><\/h4>    <\/div>\n    <div id=\"lunch-learn-videos\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_lunch-learn-videos\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <p>PlanUW Lunch &amp; Learn 3\/19\/19: Smart View Webforms and Ad Hoc Grids<\/p><ul><li><span class=\"doc-icon\"><a class=\"doc-type pptx\" href=\"https:\/\/www.wisconsin.edu\/budget-planning\/download\/SmartView-Forms-and-Grids_Final.pptx\" target=\"_blank\">Smart View Forms and Grids<span class=\"sr-only\"> pptx<\/span><\/a><\/span>\r\n<\/li><\/ul><p><span class=\"embed-youtube\" style=\"text-align:center; display: block;\"><iframe class='youtube-player' type='text\/html' width='640' height='390' src='https:\/\/www.youtube.com\/embed\/PqeTwOZzYpg?version=3&#038;rel=0&#038;fs=1&#038;autohide=2&#038;showsearch=0&#038;showinfo=1&#038;iv_load_policy=1&#038;wmode=transparent' allowfullscreen='true' style='border:0;' title='YouTube video player'><\/iframe><\/span><\/p><p>PlanUW Lunch &amp; Learn 7\/28\/18: Smart View Overview<\/p><p><span class=\"embed-youtube\" style=\"text-align:center; display: block;\"><iframe class='youtube-player' type='text\/html' width='560' height='315' src='https:\/\/www.youtube.com\/embed\/BvhFexYzmhQ?version=3&#038;rel=0&#038;fs=1&#038;autohide=2&#038;showsearch=0&#038;showinfo=1&#038;iv_load_policy=1&#038;wmode=transparent' allowfullscreen='true' style='border:0;' title='YouTube video player'><\/iframe><\/span><\/p>                <\/div>\n    <\/div>\n<\/div>\n            \n    <\/div>\n<\/div>\n\n\n\n\t\t\t<\/div><\/div><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":105,"featured_media":0,"parent":1818,"menu_order":30,"comment_status":"closed","ping_status":"closed","template":"page-templates\/91.1824.php","meta":{"footnotes":""},"class_list":["post-1821","page","type-page","status-publish","hentry","cfct-can-haz-build"],"_links":{"self":[{"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/pages\/1821","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/users\/105"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/comments?post=1821"}],"version-history":[{"count":7,"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/pages\/1821\/revisions"}],"predecessor-version":[{"id":3128,"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/pages\/1821\/revisions\/3128"}],"up":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/pages\/1818"}],"wp:attachment":[{"href":"https:\/\/www.wisconsin.edu\/budget-planning\/wp-json\/wp\/v2\/media?parent=1821"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}