Compass Training Materials
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Budget Office Partner – A dedicated Budget Office partner assigned to your unit
C.A.R. Report - Changes, Adjustments, and Revisions made to Financial Compass
Report Guide- A guide listing all Financial Compass reports available with a short description of each
Compass Roadmap – A detailed guide of recommended steps within each scenario
Budgeting steps: What & When – A guide that reflects the work that can be done and suggested reports by planning cycle
Navigation/Terminology QRG – Quick reference guide to Financial Compass navigation and terminology
How To/FilterTools QRG– Quick reference guide to Financial Compass filters and processes
Hands-on Training Handout - Guide to “what can I do” and “what do I need to know” by Financial Compass planning page
Data Flowchart - A guide that illustrates the flow of data within Financial Compass
Newsletters - A list of past newsletters, just in case you missed something
Testimonials - What people across campus have said about Financial Compass
My Training Compass- By completing this quick questionnaire, find out if you're a Seed, Sprout, or Shamrock user and what training materials will be best for you.