This course is intended for people currently using CREW financial reports who will be migrated to the Oracle Business Intelligence (OBI) platform. Topics include an overview of OBI, executing a dashboard in OBI, and tips for interacting with data online, printing and exporting data. Participants must be designated by their Authorized Requestor as needing access to OBI before taking this course.

Cost: $0

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This course covers three key topics: an orientation to the Harvard Data Warehouse (HDW), the basic concepts of Harvard's data structure and data modeling, and exercises using Brio as a foundation of query development. Participants must have an active login to the Ad Hoc environment. Prework required.

Cost: $0

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SmartView is a platform for creating ad hoc budget reports in an Excel environment. This course covers accessing a HUBS database from an Excel worksheet; selecting specific members (e.g., tub-org, object, fund, year, etc.); retrieving budget data; arranging members on the grid; drilling down into data; and applying Excel formatting and formulas.

Cost: $0

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This course introduces participants to the Harvard University Budgeting System (HUBS), used by Harvard's financial planners to develop and maintain their forecast and operating budget each fiscal year. Topics include user roles; setting preferences; running and exporting reports; taking advantage of drill-down capabilities; entering budget data, comments, and supporting detail; running calculations (known as business rules); copying working budgets into drafts; and validating Chart of Accounts combinations before budget submission.

Cost: $0

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This course provides hands-on training on shopping for office and lab supplies in the HCOM Marketplace, creating purchase orders for contractors and consultants, paying invoices and honorariums, and processing reimbursements to students and non-employees. Participants must have login access to HCOM at least one week prior to attending this course and must have their HarvardKey and Duo access with them in order to participate in the class exercises. It is recommended that participants take the Chart of Accounts class and the online HCOM class prior to attending this course.

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Using a combination of case studies, recent examples of fraud in higher education, and group discussion, this course seeks to raise awareness of the potential for fraud, to discuss the indicators of fraud, and to outline the steps to take if you suspect fraud.

Cost: $0

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This workshop explores fiduciary responsibility and internal controls. Participants will gain a clear understanding of roles and responsibilities in protecting the University's resources while promoting an environment consistent with the University's values and objectives.

Cost: $0

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This introductory class provides an understanding of Harvard's Chart of Accounts (CoA) structure and explains the information that is captured about each financial transaction. This class is recommended for all staff who are responsible for processing, tracking, or reviewing financial transactions and it is considered a foundational class for other financial management and financial systems courses.

Cost: $0

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This course reviews the basics of accounting, including accounting equations, debits and credits, accrual accounting, and fund accounting. Time will also be dedicated to Harvard-specific accounting for internal transfers and billings, and the specific types of funds that comprise Harvard's net assets.

Cost: $0

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Additional day of course: Thursday, December 7 from 9:00 a.m. to 1:00 p.m.

In this interactive workshop, participants will learn about accounting that is unique to Harvard and nonprofit organizations, along with its application to their daily work. Exercises and case examples will present accounting principles and underscore the importance of promoting an accurate accounting environment consistent with the University's values and objectives. Requires participation in two half-day sessions. Note: This course is for individuals working in the tub finance offices...

This workshop will reference the principle of Kaizen, which uses small steps for continual improvement in habits and processes. Increase your personal effectiveness – recognizing that building on incremental, continuous improvements may help you win your war with productivity.

Cost: $50

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This course introduces you to process improvement tools and techniques from LEAN Management that you will be able to implement with your team. You will experience process assessment and redesign through a “hands on” approach that includes a simulation and exercises. You will also have the opportunity to apply the tools and concepts to one of your current processes.

Cost: $75

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In this introductory workshop, you will learn and apply a framework to initiate, define, plan, and schedule a project. This course is intended for people leading a project who have little or no formal training in the project management process seeking an introduction to key concepts. Through this hands-on approach you apply tools and techniques and develop a project plan. Note: this workshop does not teach the use of project management software. Please see our offering of Microsoft Project for information on that topic.

Cost: $75

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This webinar is designed for newer support staff in their role less than six months. Key topics include: communication skills, organizational awareness, working with your boss(es), as well as an introduction to the important skill of managing up.

Cost: $25

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Through this hands-on workshop you’ll experience a simulated-process and learn tools and concepts for eliminating “waste” and creating value. You will strengthen the lens in which you view a process and have an understanding of detailed steps for improvement.

Cost: $25

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