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PeopleSoft Tips & Tricks. PeopleSoft has a page that provides details for a ChartField string which includes: Speed Type, Fund, Department ID, Department.

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Presentation on theme: "PeopleSoft Tips & Tricks. PeopleSoft has a page that provides details for a ChartField string which includes: Speed Type, Fund, Department ID, Department."— Presentation transcript:

1 PeopleSoft Tips & Tricks

2 PeopleSoft has a page that provides details for a ChartField string which includes: Speed Type, Fund, Department ID, Department Description, and Function. SpeedType Navigation Menu: Main Menu>Set up Financials/Supply Chain > Common Definitions > Design ChartFields > Define Values > SpeedTypes

3 Speed Type Results Provides Description, Fund Code, Department, Cost Center, Function associated with each Speed Type

4 To determine ChartField values. Example: How to determine Department Manager Assigned to Department ID. Navigation Menu: Main Menu>Set up Financials/Supply Chain>Common Definitions>Design ChartFields>Define Values>ChartField Values>Click on Department Select the ChartField value you wish to review (Example: Department)

5 Department Manager Search SetID = UTSA1 Department = DEPTID (e.g.: ABS014) 1 If not, click the magnifying glass and enter the last name of the Department Manager and click ‘look up.’ Note: If you know your DEPT ID enter it.

6 ChartField Values for Department Manager Search Results

7 Personalize Budget Overview Page can be used to customize the display of financial data based on user preference. Select the Personalize option from the search results for a list of available displays. You may reorder the list based on your own personal preferences. Click OK to save and Budget Overview Page will display only your requested options

8 You may change the brightness of Windows screens to be easier on your eyes. - Go to Start menu and search for ‘Control Panel’ -Click on APPEARANCE or PERSONALIZATION on bottom left with Windows 7 -Click on WINDOW COLOR -Click on ADVANCED APPEARANCE SETTING -See “item” scroll down to find “window” instead of “desktop” -Click on “color” box following the window -Click on OTHER -Change the following: Hue to 85 Sat to 90 Lum to 205 Click on OK


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