Training

AggieBudget Training Modules

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 90 minutes long.

Please note: You must be a registered AggieBudget user to access the system and training environment. If you do not have an account, please work with your Department Admin to submit a New User Form in AggieBudget.

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

Training Modules by Aggie Budget Role

AggieBudget Department Admin

An AggieBudget Department Admin authorizes new users within their Org and submits New User Forms for approval.

(Department Admins may have more training depending on their use and responsibilities in AggieBudget. See roles below.)

  • Department Admin (15 minutes)
    Overview of Department Admin roles and responsibilities.
  • AggieBudget Reports (60 minutes)
    Training on how to use reports for analysis and budgetary decision-making.
  • AggieBudget System Navigation (15 minutes)
    Overview of how to navigate AggieBudget.

Plan File Editor

A Plan File Editor is responsible for setting up the Org and Account structure for Plan Files.

  • Plan File Manager Conceptual (30 minutes)
    Overview and discussion geared toward new units preparing to implement AggieBudget.
  • Plan File Manager Entry (30 minutes)
    Training on how to use the plan file manager tool for building plan files.
  • AggieBudget System Navigation (15 minutes)
    Overview of how to navigate AggieBudget.

Labor File Editor

A Labor File Editor reviews and updates labor data in Labor Plan Files.

  • Refresher (Intended for existing users, approx. 75 minutes)
    Highlights of updated system enhancements from the 2017-18 pilot year for pilot participants.
  • Annual Labor Orientation (60 minutes)
    Overview of Labor Plan files.
  • AggieBudget System Navigation (15 minutes)
    Overview of how to navigate AggieBudget.
  • In-year Labor Entry (90 minutes)
    Hands-on training on Labor Plan files.
    or
  • In-year Forecasting for Existing Users (60 minutes)
    Training on in-year functionality for existing users.

Budget File Editor

A Budget File Editor reviews and updates non-labor expense data in Budget Plan Files.

  • Refresher (Intended for existing users, approx. 75 minutes)
    Highlights of updated system enhancements from the 2017-18 pilot year for pilot participants
  • Annual Budget Orientation (60 minutes)
    Overview of Budget Plan files
  • AggieBudget System Navigation (15 minutes)
    Overview of how to navigate AggieBudget
  • In-year Budget Entry (90 minutes)
    Training on how to use the plan file manager tool for building plan files
    or
  • In-year Forecasting for Existing Users (60 minutes)
    Training on in-year functionality for existing users

Reports User

A Reports User has access to run and view reports for a designated organization.

  • AggieBudget Reports (60 minutes)
    Training on how to use reports for analysis and budgetary decision-making.

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