Training

Welcome to AggieBudget Training

AggieBudget training modules make it easier for you to get the training you need (and skip what you don’t need). Below is a guide to the training modules designed to prepare you for your AggieBudget role(s). Each module is between 15 and 40 minutes long.

Please note: 
You must be a registered AggieBudget user to access the system and training environment. If you are not a registered user, please ask your Department Admin to submit a New User Form in AggieBudget.
 


Required Training Modules by AggieBudget User Access Role

Each course corresponds to one or more Aggie Budget User Access Role(s). Please review the training requirements below for each role. 

User Access Role: Department Administrator

Now available in the UC Learning Center
An AggieBudget Department Admin authorizes new users and requests user changes within their Org by submitting New User Request Forms. The AggieBudget team will assign training to new users in the UC Learning Center as needed for their roles; training will be available in "My Learner Dashboard" under Current Training.

Required Course:
  • Department Administrator Training
  • AggieBudget Department Administrator Training is required for AggieBudget users acting as their unit’s Department Administrator. After completing this online course, users should be able to describe the responsibilities of a Dept Admin, describe the AggieBudget security model, choose the best user access role for other AggieBudget users within their unit, and know where to find and how to submit user access requests.
    Department Administrators are required to take this training to ensure they understand their responsibilities and the crucial role they play in the system’s security model. Use the link below to go directly to the course.

    AggieBudget Department Administrator Training


User Access Role: Plan File Manager

A Plan File Manager is responsible for setting up the Org and Account structure for Plan Files. The required training for new users is an instructor-led course. Registration for this course is handled by the AggieBudget team in the UC Learning Center.

Required Courses:
  • Orientation and Plan File Manager Training
  • This instructor-led training is required for new users assigned the Plan File Manager role. It provides an overview of the AggieBudget system and guides Plan File Managers in using this tool. Users will become familiar with the two types of plan files used in creating the annual budget and how they are populated and organized. They will learn how to use the Plan File Manager tool to manage the planning levels in their plan files, in more or less detail, according to options they choose in the web-based Plan File Manager. 

User Access Roles: Plan File Editors (Labor and Budget)

A Labor Plan File Editor reviews and updates labor data in Labor Plan Files. A Budget Plan File Editor reviews and updates data in Budget Plan Files. There are now two training components for Labor Plan File Editors and Budget Plan File Editors. See each course name for direct links to the online training modules.

Step 1, Required: Users with one or both of these roles will be assigned required online training in the UC Learning Center (LMS). After completing the online training, users will have the option to sign up for additional hands-on training and practice in an instructor-led class. 

Step 2, Optional: Additional hands-on training and practice in an instructor-led class. After you complete the online training, you will be able to sign up for the optional hands-on labor or budget practice sessions held in a computer lab.

Note: Editors who have not completed the online prerequisite will be able to view the course information, but not the dates. To register for practice classes, you will need to first complete the online training component.

Required Courses:
  • Online Labor Plan File Editor Training
  • Required online training for users granted the Labor Plan File Editor role. AggieBudget system overview and introduction to Labor and Budget plan files. Users will learn how data is populated and organized, how to edit and how to enter information in their unit’s labor plan files (in Personnel, OtherComp, Salary Savings sheets). This course is a prerequisite for the optional, instructor-led class, AggieBudget Labor Plan File Editor Practice. Please noteEditors with prior experience who want a refresher can complete the online training at any time. 

    AggieBudget Labor Plan File Editor Training
  • Online Budget Plan File Editor Training
  • Required online training for users granted the Budget Plan File Editor role. AggieBudget system overview and introduction to Labor and Budget plan files. Users will learn how data is populated and organized, how to edit and how to enter information in their unit’s budget plan files (in Planning, Commitments, Professional School Revenue sheets). This course is a prerequisite for the optional, instructor-led class, AggieBudget Budget Plan File Editor Practice. Please noteEditors with prior experience who want a refresher can complete the online training at any time. 

    AggieBudget Budget Plan File Editor Training
Optional Courses:

Additional hands-on training and practice in an instructor-led class. Open for sign-ups only after online prerequisite is completed.

  • In-person class: Labor Plan File Editor Practice
  • Optional instructor-led class, AggieBudget Labor Plan File Editor Practice. Registration is open only to editors who have completed the required online prerequisite. This instructor-led Plan File Editor practice course builds on the foundation provided in the required online training. The hands-on class allows users to practice in the AggieBudget Training environment and offers an interactive setting where questions can more easily be addressed. Editors will gain a better understanding of how to work in the plan files to plan for their labor and operations activities. Users may sign up for their preferred session in the UC Learning Center (LMS). Use the link below to go directly to the course, then click the blue "register" button to see available dates.

    AggieBudget: Labor Plan File Editor Practice
  • In-person class: Budget Plan File Editor Practice
  • Optional instructor-led class, AggieBudget Budget Plan File Editor Practice. Sign-ups are open only to editors who have completed the required online prerequisite. This instructor-led Plan File Editor practice course builds on the foundation provided in the required online training. The hands-on session allows users to practice in the AggieBudget Training environment and offers an interactive setting where questions can more easily be addressed. Editors will gain a better understanding of how to work in the plan files to plan for their labor and operations activities. Users may sign up for their preferred session in the UC Learning Center (LMS). Use the link below to go directly to the course, then click the blue "register" button to see available dates.

    AggieBudget: Budget Plan File Editor Practice

 


Recommended Training by AggieBudget User Access Role

User Access Roles: Plan File Viewer (Labor and Budget)

A Labor Plan File Viewer can see what data has been entered into the Labor Plan Files, but cannot edit it. A Budget File Viewer can see what data has been entered into the Budget Plan Files, but cannot edit it. Users with the Viewer roles may want to complete the online Plan File Editor training, but it is not required. Reports training is also recommended.

Recommended Training:
  • Online Labor Plan File Editor Training
  • Required online training for users granted the Labor Plan File Editor role. AggieBudget system overview and introduction to Labor and Budget plan files. Users will learn how data is populated and organized, how to edit and how to enter information in their unit’s labor plan files (in Personnel, OtherComp and Salary Savings sheets).
  • Online Budget Plan File Editor Training
  • Required online training for users granted the Budget Plan File Editor role. AggieBudget system overview and introduction to Labor and Budget plan files. Users will learn how data is populated and organized, how to edit and how to enter information in their unit’s budget plan files (in Planning, Commitments and Professional School Revenue sheets).
  • Running and Filtering reports 
  • Learn how to access, navigate, and export reports using the AggieBudget Report Library. See the AggieBudget Reports Basics video in our Navigation section. Videos and several reports job aids are also available in our Help Documents, once you log in to the AggieBudget system.

User Access Role: Reports Viewer (Budget and Labor)

Reports Viewers can run and export reports from AggieBudget. A video tutorial is available on the AggieBudget website and additional resources are available in Help Documents in the AggieBudget system.

Recommended Training:
  • Running and Filtering Reports
  • Learn how to access, navigate, and export reports using the AggieBudget Report Library. See the AggieBudget Reports Basics video in our Navigation section. Videos and several reports job aids are also available in our Help Documents, once you log in to the AggieBudget system.

To sign up for training, or ask questions, email the AggieBudget project team at aggiebudget@ucdavis.edu.