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PeopleSoft Financials Training Courses and Manuals

2012 12:39:33 PM

The following is a list of training courses and manuals available from the PeopleSoft training team. To access a copy of the training manual, click on the title of the course. You must have Adobe Reader installed on your computer in order to retrieve online manuals. If you are in need of a course which is not listed or if you have any questions, please contact the training team.

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PeopleSoft Financials 9.2 Update Delta Guide - 2023

PeopleSoft Financials 9.2 Update Delta Class Powerpoint Presentation - 2023

Video - PeopleSoft Financials 9.2 Update Delta Class


PeopleSoft 9.2 Manuals

Please note some items are listed as "Coming Soon!"  Because of the pending PeopleTools Upgrade, and the change in navigations, some manuals are in the process of being updated.  If you need assisteance please contract the PeopleSoft Training Team at


Basic Navigation

PeopleSoft 9.2 - Basic Navigation - Financials : Coming Soon!




Managing Requisitions - HCSD & New Orleans

Managing ePro Requisitions - Shreveport

Approving Requisitions (Workflow)  New Orleans and HCSD

Approving ePro Requisitions - Shreveport

Budget Check New Orleans and HCSD

Receiving - Managing Shipments: Coming Soon!

Managing Encumbrances - New Orleans and Shreveport



Material Stock Request - HCSD (LAK)



Query Basics - Coming Soon! 

Query Intermediate - Coming Soon!

Commonly Used Tables for Query - Coming Soon!



nVision Reorts Information: 

nVision Reports  - (All Sites) : Coming Soon!

nVision Layouts - (All Sites):  Coming Soon!


BI Publisher Information:

BI Publisher Reports Training Guide - Coming Soon!

Crystal Reports to BI Publisher Report Cross Reference   - Coming Soon!


Change in Source of Funds - 2021

The electronic change in source of funds (CSOF) phases out the paper form PER 3 previously used to transfer salary expenses from one project to another. Electronic CSOF will be used for both retroactive and prospective changes in salary distribution between and among projects.