Job Aids

Basic Navigation

Dashboard Bookmark Links

Saved Customizations

Printing and Exporting Options

Task Specific Job Aids

Teaching Activity in Your Unit

Employees in Your Unit

Dashboard Job Aids by Subject Area

Workforce Detail

Workforce Summary

Finance

Payroll

PI Portfolio

Student Data

Student Applicant

Student Curriculum

Student Demographics & Outcomes


Workforce Detail

Employee Change Tracking Job Aid

Hours Towards Eligibility Job Aid

Legacy HR Workforce Detail Job Aid

Position Management Job Aid

Workforce Detail Job Aid

Workforce Summary

Workforce Summary Reporting Job Aid

Finance

Finance Dashboard Comparison

Tying Data in Finance Dashboards and Reports

Getting Started with General Ledger Reporting Job Aid

Getting Started with Multi-Year Reporting Job Aid

Getting Started with Financial Management Reporting Job Aid

Getting Started with Fund Deficits Reporting Job Aid

Getting Started with Gift & Endowment Reporting Job Aid

Getting Started with the Chartfield Lookup Dashboard Job Aid

Getting Started with Current Employee CBR Job Aid

Payroll

Payroll Dashboard Job Aid

PI Portfolio

What Kind of PI Portfolio Access Do I Need?

Logging In and Using PI Portfolio

PI Portfolio Users Guide

Chartstrings

PI Portfolio Guide for Principal Investigators (PIs)

CSS RA Recommended Process for Monthly Review and Reporting

Access the PI Oversight Dashboard

Set up your faculty list and read the PI Portfolio Oversight dashboard reports

Archive projections in PI Portfolio

Student Data

Student Data Subject Area Dashboard Map Job Aid

Top 10 Dashboard Tips

Student Applicant

Student Applicant - Sample Questions and Answers - Examples of how to select filters to answer questions using dashboard reports in the Student Applicant subject area

Student Curriculum

Student Curriculum - Sample Questions and Answers - Examples of how to select filters to answer questions using dashboard reports in the Student Curriculum subject area

Student Demographics & Outcomes

Student Demographics & Outcomes - Sample Questions and Answers - Examples of how to select filters to answer questions using dashboard reports in the Student Demographics & Outcomes subject area