Training Resources Hub

Office Hours Calendar

Training Schedule

Common Chart of Accounts

• CCOA Segment Definitions
• FRU Organizational Hierarchy Diagram
• Purpose Code Guidance
• CCOA Explorer Tool (Power BI)

FinHub

• FinHub Reports
• Request FinHub Access - Service Now
• FinHub Toolkit - Guides/Videos
• FinHub Report Guide
• ServiceNow for FinHub (Request/Update Reports)

Transfers of Expense (TOE)

• TOE Access Request (via RSAs)
• TOE System Login
• TOE Quick Reference Guides
• TOE FAQs

EPM - Transfers

• EPM Login
• EPM Access Request (via Control Points)
• EPM Transfers Guide
• EPM Transfers Training Resources

EPM - Project Forecasting (for RFAs and FFAs)

• EPM Project Forecasting Login
• EPM Project Forecasting Training Resources

EPM Workforce Planning and Annual Plan

• EPM Login
• EPM Workforce Planning and Annual Plan User Guide
• EPM Workforce Planning Training Resources

Sponsored Projects

• PGM Login (for RFAs)
• Sponsored Project Resources
• PGM Service Now Request (Sponsored Projects)
• PGM New Fabrication Project Request

Faculty Funds Management

• Faculty Funds Training Resources
• Service Now for Faculty Funds Requests
• Service Now Instructions for Faculty Funds Requests

Travel & Entertainment

• UCSB Concur Login
• Travel and Concur Resources & Guides
• UC Travel Policy (BFB-G-28)
• UC Expenditures for Business Meetings, Entertainment, and Other Occasions  (BFB-BUS-79)
• Concur ServiceNow Knowledgebase
• BFS Travel & Entertainment

Purchasing and Gateway

• BFS Gateway Login
• Gateway Resources and Guides
• UC Purchasing Policies
• BFS Gateway/Procurement Information