Financial Management Solution (FMS)

Training:

FMS: Purchasing Overview
This course introduces participants to the options for purchasing goods and services.

• PowerPoint presentation
• PDF of entire presentation

Meet Your FMS Chartfields
This course introduces participants to the chartfields that are used within FMS.

• PowerPoint presentation
• PDF of entire presentation
• PDF of presentation handouts only

       Overview of Budget Management (Powerpoint)

Online Principal Investigator Training - UPK
This course offers online training for logging into FMS and viewing an award (FMS System),
creating and viewing a budget (Budget),
approving, denying and recycling a requisition (Worklist),
checking approval and document status of a requisition (Requisitions)
and viewing reports (Report).

FMS User Productivity Kit (UPK) Principal Investigator Training
FMS System
Budget
Worklist
Requisitions
Reports

Resources:

Budget Management Manual
(this manual is currently being produced, and will be posted when completed)

FMS Reports Manual (PDF)

FMS Security Forms

Excel plug-in for nVision report viewing

In order to use the "drill down" features available in FMS Reports, users will need to have Excel plug-in installed on their machine.  nVision is a reporting tool that is an extension of Microsoft Excel.  

Any user who needs to install the plug-in in order to use nVision may do so by following the instructions provided below, or may request to have a TSS install the software on their machine by calling the Technology Support Center (TSC) at 2-0999 and submitting a request for a ticket to do so.

• • Plug-in instructions for Windows XP
  • Plug-in instructions for Macintosh OS X

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