Financial Management Solution (FMS)
FMS Project Manager Information
FMS: Purchasing Overview
This course introduces participants to the options for purchasing goods and services.
Meet Your FMS Chartfields
This course introduces participants to the chartfields that are used within FMS.
Overview of Budget Management (Powerpoint)
Online Principal Investigator Training - UPK
This course offers online training for logging into FMS and viewing an award (FMS System),
creating and viewing a budget (Budget),
approving, denying and recycling a requisition (Worklist),
checking approval and document status of a requisition (Requisitions)
and viewing reports (Report).
FMS User Productivity Kit (UPK) Principal Investigator Training
Budget Management Manual
(this manual is currently being produced, and will be posted when completed)
Excel plug-in for nVision report viewing
In order to use the "drill down" features available in FMS Reports, users will need to have Excel plug-in installed on their machine. nVision is a reporting tool that is an extension of Microsoft Excel.
Any user who needs to install the plug-in in order to use nVision may do so by following the instructions provided below, or may request to have a TSS install the software on their machine by calling the Technology Support Center (TSC) at 2-0999 and submitting a request for a ticket to do so.
- Plug-in instructions for Windows XP
- Plug-in instructions for Macintosh OS X