Please ensure Javascript is enabled for purposes of website accessibility Training | University of West Florida
Skip to main content
Logo of University of West Florida

Training

The Office of University Budgets' staff have developed several training sessions for campus users to learn more about budgets and the budgeting process.

Office of University Budgets offers Certificate in Budgeting

Certificate in Budgeting: In order to receive a Certificate in Budgeting, you must complete the following three online classes in SCOOP:

  1. Where does the money go? This workshop is designed to present 1) an overview of UWF's budget, 2) what revenue sources make up the University's income, and 3) how the funds from the revenue sources are allocated and expended. Various webpages will be provided as helpful budget tools, which can be used daily.
  2. Budget Basics Learn the basics about UWF budgets, as well as, how the budget is established, transferred, and managed. We will also explore the annual Operating Budget Book and Schedule C. The PowerPoint used in this class is titled Budget Basics and Glossary of Terms.
  3. Budget Transfers and Reports In this class, we will review Budget Transfer rules and limitations. We will also explore Information Navigator reports designed to help manage your department budgets. The PowerPoint used in this class is titled Budget Transfers & Reports.

In SCOOP, click on the "Eligible" tab.  If you do not see the above classes listed, two common reasons are: 1) you have not been "claimed" by your department and/or 2) you have not completed the Banner Basics training.

Please note that the Certificate in Budgeting does not grant you access to Online BT processing. You must attend Online BT training separate from the 3 classes needed for the Certificate in Budgeting.

Online BT Training: This training is provided, in person, twice per year for those employees that have been identified by their budget managers as having a need to be either a Budget Transfer Initiator, Approver, or both in the Banner Production System. To enroll in this class your supervisor must email budgets@uwf.edu requesting you be trained as either an Initiator, Approver, or both. Before a prospective trainee can attend this class, they must have completed the following prerequisites:

  • Banner Basics
  • Budget Basics
  • Budget Transfer Overview and Reports

Manual for Online BT Training