Budget holders, Project Managers, or Departmental Administrators requiring to monitor budgets for project accounts (WBS elements) with income and related expenditure - eg conferences, short courses, consultancy

Course also available to existing users requiring a refresher

1. You must have some basic navigational skills on uBASE which should be provided by your departmental colleagues or line manager. uSpace for Basics in Navigation also provides general guidance documentation on using uBASE and understanding how to navigate around the system

Sales Ordering training course

Cost centre reporting (for monitoring core departmental accounts held as cost centres)

Research grant reporting (for monitoring research grant accounts) 

Assuming prior knowledge of uBASE, the course will cover:

• Understand the use of project accounts for University activities with income and related expenditure
• Understand the financial year and financial periods used at the University
• How to run the Income and Expenditure report for a project (WBS) account or an element of a project account
• How to run the actual/commitment analysis report showing expenditure within a project account
• How to use the 'drill down' facility to view line items details and each individual transaction where necessary
• Understand the terminology used in uBASE for project account income and expenditure

• Course format: is either one-to-one or small groups depending on number of requests for training received
• Duration: up to 2.5 hours
• Venue: to be agreed when the course is booked
• Training materials: guidance on using uBASE reports is available on-line

• Authorised Profile Request Form to be sent to Finance requesting your profile
• Email the Finance Manager for your Academic Department or Professional Services Department to request your training, please remember to indicate:

1. the dates you are available for training