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

Multi-Year User Guide- A guide for the Multi-Year data assumptions with additional detailed information.

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

Advanced Transfer and Basic Transfer- Instructional guide to required fields when creating or editing a Transfer in Financial Compass

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

Short Videos – step-by-step walk-throughs of specific budgeting tasks

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.