Training Courses

Overview

We have refreshed our training courses to provide you with a better understanding on utilizing the functionalities for sponsored projects administration within University’s Financial Management System (FMS). 

Participants will gain a thorough understanding of the Postaward grant life cycle. Training will include courses in FMS Award and Project modules, terms and conditions in the Contract module, sponsored project reports analysis, accounts receivable, award closeouts, and other regulatory requirements contained in 2 CFR Part 200 (the “Uniform Guidance”) pertaining to Postaward Management.

Research Financial Services provides other training courses and workshops that include Effort Certification & Reporting, Cost Transfers for Sponsored Projects, and Sub-Recipient Monitoring.  Additional courses will be developed in accordance with policy and procedure requirements. 

To view all available Research Financial Services online training materials, including presentations, job aids, and videos, visit Canvas and login with your NetID.

The following courses are offered by Research Financial Services throughout the year.

FMS Related Courses

To register for a training session, login to the Cornerstone Course Registration System (select Research Financial Services)

  • Course Overview 
    This is an instructor-led course where participants will focus on basic understanding and navigation techniques in Oracle FMS (Financial Management System), Sponsored Projects module, in order to confirm information relevant to Awards, Contracts, and Projects. It is highly recommended for Units with external sponsored projects.

    Recommended Participants
    For new and current employees working with Sponsored Projects in the Oracle FMS (Financial Management System)

    Register

  • Course Overview 
    This is an instructor-led hands-on session providing an introduction on the ‘Report and Analytics’ tool within the Oracle Financial Management System for Sponsored program reports.

    Recommended Participants
    For new and current employees working with Sponsored Projects in the Oracle FMS (Financial Management System)

    Prerequisites: GCAO201-AWARD BASICS IN FMS

    Register

  • Course Overview
    This is an instructor-led 2 hr course on Tableau Reports relating to Research Financial Services (“GCA”). Reports include, 1) FMS Payroll Distribution Report (PD), 2) FD Payroll Distribution Report (PD), 3) FD Fund source detail (SD), 4) FD Fund Source Report by Period (MAR). Participants will focus on understanding the navigation through Tableau, setting default parameters, generating and downloading the various reports.

    Recommended Participants
    The course is designed for new and current employees.

    Register

  • Course Overview
    This is an instructor-led 2 hr course with hands-on computer exercises for learning on how to use the information provided by the Oracle Financial Management System (FMS) when closing out a project. Participants will focus on understanding the process of analyzing project expenditures and creating a closeout worksheet in relation to the sponsored program reports in the FMS.

    Recommended Participants
    For new and current employees working with Sponsored Projects in the Oracle FMS (Financial Management System)

    Register

  • Recommended Participants
    For new and current employees working with Sponsored Projects in the Oracle FMS (Financial Management System)

    Course Overview
    This is an instructor-led 2 hr course examining the process of completing submission of cost transfer requests to Research Financial Services (GCA) when a department is unable to make salary adjustments using the Employee Charging Instructions (ECI) in PeopleSoft to adjust the wages for an employee for transfer of work effort/costs from one or multiple Chart Strings (GL or Project). Participants will focus on understanding the process for reviewing the calculation of reallocation amounts and percentages.

    Prerequisite: CA020-Commitment Accounting/Discoverer.

    Register

  • FMS Related Courses

    • SPACE101 - Introduction to Sponsored Programs
    • SPACE110 - Fundamentals of Life Cycle of Sponsored Programs - Pre-Award Administration
    • SPACE120 - Fundamentals of Life Cycle of Sponsored Programs - GCA/Post-Award Administration
    • SPACE200 - Uniform Guidance
    • SPACE310 - Advanced - Sponsored Programs - Pre-Award, A Closer Look
    • SPACE320 - Advanced - Sponsored Programs - GCA/Post-Award, A Closer Look

    Please visit S.P.A.C.E. Training to learn more about each course and register (select Business & Research Administration).

Research Financial Services Trainings

To register for a training session, visit the University Human Resources Course Registration System (select Business and Research Administration).

  • Course Overview
    The course will review the roles and responsibilities of DCs; review federal regulations and Rutgers policies & procedures that govern Project Payroll Confirmation on sponsored programs. Department Coordinators will navigate their UDOs in the RPPC system during the Life Cycle of Project Payroll Confirmation.

    Recommended Participants
    For new and current department coordinators working with Sponsored Projects in the Oracle FMS (Financial Management System)

    Prerequisites: ROP034 or ROP035

    Register

  • Course Overview
    The course will discuss the roles and responsibilities of DCs; review federal regulations; Rutgers policies/procedures that govern Effort Certification & Reporting on sponsored programs. It will also introduce DCs to learning and navigating the ECRT system during the Effort Certification Life Cycle.

    Recommended Participants
    For new and current department coordinators working with Sponsored Projects in the Oracle FMS (Financial Management System)

    Mandatory: Employees who are responsible for managing grants and entering or approving time & effort for their department's staff.

    Register

  • Course Overview
    The course will discuss the roles and responsibilities of DCs; review federal regulations; Rutgers policies/procedures that govern Project Payroll Confirmation on sponsored programs. It will also introduce DCs to learning and navigating the RPPC system during the Life Cycle of Project Payroll Confirmation.

    Recommended Participants
    This mandatory 2-hour class is intended for all EXISTING EMPLOYEES WITH PRIOR EXPERIENCE with ECRT familiarity who will be designated as Primary or Secondary Department Coordinators (PDC/SDC) in the new Rutgers Project Payroll Confirmation (RPPC) system.

    Register

  • Course Overview
    The course will discuss the roles and responsibilities of DCs; review federal regulations; Rutgers policies/procedures that govern Project Payroll Confirmation on sponsored programs. It will also introduce NEW DCs to learning and navigating the RPPC system during the Life Cycle of Project Payroll Confirmation.

    Recommended Participants
    This MANDATORY 3-hour class is intended for all NEW EMPLOYEES who will be designated as Primary or Secondary Department Coordinators (PDC/SDC) in the new Rutgers Project Payroll Confirmation (RPPC) system.

    Register

  • Course Overview
    The course will discuss the roles and responsibilities of DCs; review federal regulations; Rutgers policies/procedures that govern Project Payroll Confirmation on sponsored programs. It will introduce P.I.s to learning and navigating the RPPC system during the Life Cycle of Project Payroll Confirmation.

    Recommended Participants
    This 1-hour class is intended for PRINCIPAL INVESTIGATORS in the new Rutgers Project Payroll Confirmation (RPPC) system.

    Register

Webinars

To register for a training session, visit the University Human Resources Course Registration System (select Business and Research Administration).

  • Course Overview
    This pre-recorded webinar provides an in-depth look at financial compliance issues through a combination of lecture, case studies, review of federal audit reports, and a discussion of best practices. Participants have option to receive 3.25 hours of continuing education credits = .3 CEU's.

    Recommended Participants
    Participants should have an introductory knowledge of sponsored finance and associated terminology.

    Register

  • Course Overview
    A thought provoking conversation between panelists on Civility, Compassion, Respect, Kindness, and Service discussing the practical and ethical roles of Civility in Research Administration. Panelists include Kim Moreland (Associate Vice Chancellor for Research Administration, University of Wisconsin – Madison) and Stephen Hansen (Emeritus Professor and Dean, Southern Illinois University Edwardsville). Participants have option to receive 1.5 hours of continuing education credits = .2 CEU's.

    Recommended Participants
    All employees can attend this session.

    Register