Training and Resources
Budget 101 Informational Session
For those interested in learning more about the SDSU budget process and its inter-relationships with the State of California and the Chancellor's Office budget processes. Participants will leave with a better understanding of the SDSU budgeting process.
Topics covered:
- Budget Process — overview of State, Chancellor's Office, and SDSU Budget processes
- Funding Sources — beyond appropriations, revenue sources including student fees, cost recovery, and other funds
- Carry-Forward Process — what happens to budget remaining at year-end
- Account Segments — what the values mean and why they matter
Training Materials
Position Management Training
For individuals responsible for creating and modifying positions, and for coordinating position and payroll activity within their departments, colleges, or divisions. Participants will better understand inter-relationships between position management, employment, payroll, and labor cost distribution.
Topics covered:
- Overview of Position Management
- Position Action Request (PAR) form
- Position Actions
- Generate and analyze position reports
- Overview of Labor Cost Distribution
- When labor cost distribution adjustments are needed
- Labor Cost Distribution Adjustment (LDA) form
Training Materials
Quarterly Training Date(s):
Invitations are sent to those responsible for preparing Position Action Requests (PARs). Contact [email protected] if you haven't been included on the training list.
- Nov. 2025
- Feb. 2026
- May 2026
- Aug. 2026
Adaptive Training
For users of Adaptive Insights budgeting and planning software. Participants will leave with a better understanding of the tools available in Adaptive Insights to help departments, colleges, and divisions manage their budgets. Training requires a login to Adaptive Insights. Contact your Divisional Coordinator to inquire about access.
Training Plan:
- March 2026 - Initial Budget Training
- April 2026 - Year-End Review
- May 2026 - Q4 review
- August 2026 - Expenditure Projection Training
- September 2026 - Q1 review
- December 2026 - Expenditure Projection Training & Mid-Year Review (two different sessions)
Available courses:
- Adaptive 101 — Navigating/Running Reports
- Adaptive 102 — Budget Management/Entering Expenditure Projections
Training Materials
Financial Services
Financial affairs is dedicated to guiding responsible fiscal practices, optimizing resource allocation and fostering financial stability within the university.