Heads of Departments and Departmental Administrators requiring to monitor departmental forecasts (plans) held at profit centre level

Course also available to existing users requiring a refresher

• View the on-line guidance notes for using uBASE reports (formal training is not required)
• You should also have some basic navigational skills on using uBASE. This can be provided by your departmental colleagues or line manager, or uSpace for Basics in Navigation also provides general guidance documentation on using uBASE and understanding how to navigate around the system
• Bespoke courses can be arranged on a one-to-one or small groups basis if required. Email the Finance Manager for your Academic Department or Professional Services Department to request your training, please remember to indicate the dates you are available for training

Cost centre reporting (for monitoring core departmental accounts held as cost centres)

Project reporting (for monitoring project accounts with income and related expenditure - eg conferences, short courses, consultancy)

Research grant reporting (for monitoring research grant accounts) 

To successfully use these reports you should understand:

• The use of profit centres for recording income and related expenditure for University activities at Departmental level (Planning Unit)
• The financial year and financial periods used at the University
• How to run the profit centre reports to show:

  • income and expenditure at Planning Unit level
  • aggregated expenditure against cost centres and projects
  • core activities in isolation from externally funded activities
  • attributed income from HEFCE grants and fees and net contribution from externally funded activities (academic departments only)
  • view planned income and expenditure against actual cost and variances from plan

• The terminology used in uBASE for profit centre accounts

• Authorised Profile Request Form to be submitted to Finance requesting your profile