{"id":24402,"date":"2024-09-27T16:20:51","date_gmt":"2024-09-27T20:20:51","guid":{"rendered":"https:\/\/qa.www.purdue.edu\/treasurer\/finance\/\/?page_id=24402"},"modified":"2026-03-13T10:39:07","modified_gmt":"2026-03-13T14:39:07","slug":"pera-finance-training-resources","status":"publish","type":"page","link":"https:\/\/www.purdue.edu\/treasurer\/finance\/business-management\/research-account-management\/pera-bm-resources\/pera-finance-training-resources\/","title":{"rendered":"Training Resources for Finance"},"content":{"rendered":"\n
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PERA Finance Training Resources<\/h1>\n\n\n\n

Resources on this page include video “shorts” that provide a quick reference resource for basic tasks frequently completed by Finance Account Management staff.  Check this site frequently as new Finance Task videos are in development!<\/p>\n\n\n\n

The PERA Finance Super Users have created a variety of training resources specific to the Finance account management team.  Additional training resources created and maintained by the Office of Research can be found on the PERA Training<\/a> website.<\/p>\n\n\n\n

Questions about video content should be directed to pera-finance@purdue.edu<\/a>. Individuals with a ‘purdue.edu’ email address should be able to access these videos. Access issues can be directed to adelwort@purdue.edu<\/a>. <\/p>\n\n\n\n

Finance Task Video “Shorts”<\/h2>\n\n\n\n

Locating the Terms & Conditions of an Award – 2:15<\/a><\/p>\n\n\n\n

How to Check the Status of an Agreement – 1:15 minutes<\/a><\/p>\n\n\n\n

Checking the Status of an Amendment (award or subaward) – 1:44<\/a><\/p>\n\n\n\n

How to Check the Status of an Award – 1:30 minutes<\/a><\/p>\n\n\n\n

Finance Training Recordings<\/h2>\n\n\n\n

Budget Allocation I<\/a><\/strong><\/p>\n\n\n\n

Course Description: Provides guidance on the budget allocation tool along with instructions and best practices.  Will include foundational information as well as \u201ctips and tricks\u201d for best use of the tool. <\/p>\n\n\n\n

Audience: All business management staff with account management responsibilities are required to take this course.<\/p>\n\n\n\n

Budget Allocation II<\/strong><\/a><\/p>\n\n\n\n

Course Description: Builds on Budget Allocation I with additional details about the budget allocation tool and other award processes.<\/p>\n\n\n\n

Audience: All business management staff with account management responsibilities are required to take this course.<\/p>\n\n\n\n

Budget Allocation III<\/a><\/strong><\/p>\n\n\n\n

Course Description: Will provide participants with exposure to more complex budget allocation scenarios including cost share.<\/p>\n\n\n\n

Audience: Business management staff managing more complex budget scenarios. <\/p>\n\n\n\n

Budget Allocation IV<\/strong><\/a><\/p>\n\n\n\n

Course Description: Will build on previous sessions with additional exposure to more complex budget allocation scenarios.<\/p>\n\n\n\n

Audience: Business management staff managing more complex budget scenarios. <\/p>\n\n\n\n

PERA Logistics<\/strong><\/a><\/p>\n\n\n\n

Course Description: High-level overview of where things are located in PERA, where to find PERA related resources and troubleshooting support after Go-Live<\/p>\n\n\n\n

Audience: Business management staff with account management responsibilities.<\/p>\n\n\n\n

Daily Activity: General Navigation<\/a><\/strong><\/p>\n\n\n\n

Course Description: Roles management, Notice to Proceed from the funding proposal, cost-share process and expectations, reports for Dept Heads\/Leaders<\/p>\n\n\n\n

Audience: DFA\u2019s, ADFA\u2019s and others who supervise account management staff.<\/p>\n\n\n\n

Daily Activity: Award Modification Requests <\/a><\/strong><\/p>\n\n\n\n

Description: Deep dive into Award Modification Requests for active awards in PERA.<\/p>\n\n\n\n

Audience: Any business management staff with account management responsibilities.<\/p>\n\n\n\n

<\/p>\n\n\n\n

Manager<\/a><\/strong><\/p>\n\n\n\n

Course Description: Overview of how to find various pieces of information in PERA related to everyday account management activities like checking the status of an award or agreement negotiation, reviewing Terms & Conditions, locating proposal documents, etc.<\/p>\n\n\n\n

Audience: Business management staff with account management responsibilities.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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