GETTING STARTED

IN THE CU FINANCIAL AND PROCUREMENT SYSTEMS

(For UCCS employees and affiliates)

The information below will assist you in gaining access to the University of Colorado's Financial and Procurement Systems. There are three basic steps in this process (check them off as completed if you like):

□DETERMINE IF YOU NEED ACCESS TO THE FINANCIAL AND/OR PROCUREMENT SYSTEMS

□TAKE ON-LINE AND IN-PERSON TRAINING COURSES

□OBTAIN AN OPERATOR ID TO ACCESS THE PEOPLESOFT SYSTEM

1)DETERMINE IF YOU NEED ACCESS TO THE FINANCIAL AND/OR PROCUREMENT SYSTEMS:

Your supervisor or Department Administrator will be able to assist you in this determination. Access to these areas will allow you to perform some or all of these actions:

PEOPLESOFT FINANCE

  • Create actual and/or budget journal entries and inquire on all journal entries
  • Lookup any Chartfield information (Speedtypes, FOPPS, Orgs, etc.)

COGNOS REPORTING

  • Run various financial reports and look ups

CU MARKETPLACE

  • Shop, purchase, approve
  • Inquire on vendor payment information

CONCUR TRAVEL

  • Booking travel
  • Expense report creation

EXPENSE SYSTEM

  • Expense report creation for the procurement card

NOTE: The following are NOT input directly by departments into the Financial and Procurement Systems:

  • Cash receipts
  • Cash Journals
  • Budget Journal Approvals
  • Creation of new Chartfield values
  • Warrant Adjustment requests
  • Vendor requests

2)TAKE ONLINE AND INSTRUCTOR-LED TRAINING COURSES

  • To self-enroll in SkillSoft courses, go to the portal (my.cu.edu), select "Colorado Springs" as the campus, user name and password you use to log in to your computer, pick "private computer" then click on Login. Next click on the "MY TRAINING" tab, then on the SkillSoft -- CU's online learning link and find the course(s) you need to take, select "Enroll". NOTE: There is a link to a SkillSoft Quick Start Information help tool.
  • For in-person classes check the schedule on our website
  • Departments/Accounting/Training.

Training requirements for Finance access

Finance Inquiry

  • Financial – Inquiry, online
  • Fiscal Code of Ethics Training, online
  • IT Security, online

Finance General Ledger

  • Financial - General Ledger, online and in-person (both are required for permanent access)
  • Financial – Inquiry, online
  • Fiscal Code of Ethics Training, online
  • IT Security, online
  • "Finance General Ledger" users may receive temporary access to the General Ledger functions of the Finance System, for a period of up to three months, if they pass the SkillSoft Inquiry course, Fiscal Code of Ethics course, and IT Security and pass the SkillSoft General Ledger course. The in-person Finance General Ledger class must be taken to receive permanent access.

Training requirements for Procurement

CU Marketplace Requester:

  • CU Marketplace Requester training, either online or in-person (see below)*Note: Procurement: Purchasing & Contract Management is a prerequisite for this online course.
  • Procurement: Purchasing & Contract Management, online
  • Fiscal Code of Ethics, online
  • IT Security, online

CU Marketplace Shopper:

  • CU Marketplace Shopper training, online and optional but recommended
  • IT Security, online

CU Marketplace Approver:

  • CU Marketplace Approver training, online
  • Procurement: Purchasing & Contract Management, online
  • Fiscal Code of Ethics, online
  • IT Security, online

Concur Travel & Expense System:

  • Optional in-person class, see below

Access to Cognos Reporting

  • Your NT login will give you access to the Portal, to get the Finance Folder under Reporting you will need to be listed as a Fiscal Staff on a Speedtype.
  • Request to be a Fiscal Staff on a Speedtype by listing your information on the form (new form ready Feb 1st).

3.OBTAIN AN OPERATOR ID TO ACCESS THE PEOPLESOFT SYSTEM

Once you have completed the necessary SkillSoft and/or in-person training, you can submit your access request form.

Open up the link provided, click on PeopleSoft System forms, fill in the Financial System Access Request form and electronically route the form as needed.

Once your Operator ID has been set up, you will be notified by AMPS via email as to the Operator ID #. This email will include instructions on activating your User ID and setting up your password.

For questions concerning PeopleSoft Financial/Procurement Training contact:

Oksana Glushchenko at 719-255-3190 ()

Mary Lile at 719-255-3703()

For questions regarding PeopleSoft Human Resources (HR) Training contact:

Note: This is a separate process from gaining access to the Financial/Procurement System)

Robynne Kiplinger, Program Assistant at 719-255-3591

Valerie Bivens-Young, HR Operations Manager at 719-255-3307

or go to to register for HR training.

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Please contact Oksana Glushchenko or Mary Lile at for questions or comments about this document.

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