Budget holders, Project Managers, or Departmental Administrators requiring to monitor budgets for project accounts (WBS elements) with income and related expenditure - eg conferences, short courses, consultancy

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

Sales Ordering training course

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

Research grant reporting (for monitoring research grant accounts) 

To successfully use these reports you should understand:

• The use of project accounts for University activities with income and related expenditure
• The financial year and financial periods used at the University
• How to run the Income and Expenditure report for a project (WBS) account or an element of a project account
• How to run the actual/commitment analysis report showing expenditure within a project account
• How to use the 'drill down' facility to view line items details and each individual transaction where necessary
• Understand the terminology used in uBASE for project account income and expenditure

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