Each course listed is required for access unless otherwise noted.

Training courses are available in Skillsoft unless otherwise noted. Log in to your campus portal and on the CU Resources tab, click the Skillsoft tile, then search by course name. To launch a course from this page, use the direct links in the Course column below. 

Terminating access: Portal access will be shut off within hours of employee termination being recorded in HCM. Roles are removed on a weekly basis. To terminate access immediately, contact your campus security coordinator.

Employees and Type 15/31 POIs have access to Concur. 

To approve travel/expense reimbursement reports: You must be either (1) the employee’s HR Supervisor or (2) have a fiscal role of org/program/project principal/fiscal manager on a SpeedType, or have a role as SpeedType Fiscal Staff Approver. (This is based on the SpeedType identified in the header of the expense report.) For Gift Fund (34) SpeedTypes, see the Gift Fund tab for training requirements.
To approve Procurement Card expense reports: You must be the cardholder’s Procurement Card Approving Official (see Procurement Card section).

Employees and Type 15 POIs can obtain access. You can run m-Fin reports in CU-Data if you have a fiscal role on a SpeedType or if you have access to the Finance System. For more information, see the PeopleSoft Finance tab.

Your campus controller’s office may offer in-person training on how to run and read m-Fin reports – see campus links on the PeopleSoft Finance tab.
For online learning resources, see m-Fin Reports Training.

The Office of University Controller offers courses on CU-Data to help CU CPAs meet their continuing educational requirements and to help all employees understand and fulfill their fiscal roles and responsibilities. View the Schedule and Registration page for a listing of campus and online courses.
Employees and Type 15 POIs can request access. 

As detailed below, certain roles (Fiscal Approver, Invoice Approver, and Fiscal Approver IA) require that you have a fiscal role on a SpeedType, for more information see the PeopleSoft Finance tab. To approve Fund 34 expenses in CU Marketplace: Also see the Gift Fund tab for training requirements.

Complete the required trainings. Then request system access. 

Role Description Course and Course #
Inquiry only View all order, invoice, and related information.

Inquiry can be requested on its own and is automatically included with assignment of any Marketplace role.
Requestor Create shopping carts to select goods and services and submit requisitions.
Requisitions up to $10,000 become POs without additional approval. Requisitions over $10,000 go on for further approval.

Perform receiving on Purchase Orders (POs) over $10,000 in CU Marketplace, which authorizes payment for invoices.

Not compatible with Shopper, Receiver, or Approver roles.
Fiscal Approver

Must also be designated as a Fiscal Staff Approver, Fiscal Manager, or Fiscal Principal on relevant SpeedTypes.		 Approve requisitions over $10,000 and Payment Vouchers in any dollar amount.

Not compatible with Requestor role.

In situations when an Approver also needs to be a Requestor, the Approver IA role (below) must be selected.
Invoice Approver

Must also be designated as a Fiscal Staff Approver, Fiscal Manager, or Fiscal Principal on relevant SpeedTypes.		 Approve vouchers/invoices related to Standing Purchase Orders (SPOs) to authorize payment.
Receive notice of vouchers that fail match and work to resolve errors before approving vouchers.
Receiver Perform receiving on Purchase Orders (POs) over $10,000 in CU Marketplace, which authorizes payment for invoices.
Shopper Create shopping carts to select goods and services
Must assign the cart to a Requestor for completion (cannot submit cart).

Not compatible with Requestor role.
 
Fiscal Approver IA (Incompatible Access)

Must also be designated as a Fiscal Staff Approver, Fiscal Manager, or Fiscal Principal on relevant SpeedTypes.		 Place orders/requisitions and approves or rejects/returns requisitions over $10,000 and Payment Vouchers in any dollar amount.

Assignment of this role in conjunction with the Requestor role creates an Incompatible Access situation for the user. Users requesting this role combination must provide justification for the incompatible access and certify that compensating controls are in place.
 
Employees and Type 15 POIs can request access.

To request a fiscal role on a SpeedType: Submit the ChartField Request: SpeedType Fiscal Staff form, or email your campus controller’s office with the SpeedType number, fiscal role, employee’s name, and position number. For Gift Fund (34) SpeedTypes, also see the Gift Fund tab for training requirements.

Some courses for Finance System access must be taken in person. Contact your campus controller’s office for details.

Boulder Campus/System

Denver | Anschutz Medical Campus

Colorado Springs Campus

Complete the required trainings. Then request system access.

Role Description Course and Course #
Inquiry only View transactions in the Finance System.

Inquiry can be requested on its own and is automatically included with assignment of any Finance System role.
Create Journal Entries (JEs) Create JEs; copy JEs; edit and import JEs.
Approve Journal Entries (JEs) Approve JEs.

JE approval is assigned via workflow. Workflow approval routing is governed by factors such as campus,
journal source code, account and fund codes, and program or project numbers. Workflow approval roles
begin with CU WF Journal and typically contain the campus and/or department name of the unit responsible for approvals.
To approve Fund 34 expenses in Concur reimbursement reports (this is based on the SpeedType in the header of the expense report), you'll need to request a fiscal role on a Fund 34 SpeedType (see the PeopleSoft Finance tab). Also see training requirements below.  

To approve Fund 34 expenses in CU Marketplace, you'll need to request the Marketplace Fiscal Approver or Invoice Approver role (see the CU Marketplace tab), as well as a fiscal role on the 34 SpeedType (see the PeopleSoft Finance tab). Also see training requirements below.

Role Description Course and Course #
Fiscal Role on a Fund 34 SpeedType Approve Fund 34 expenses in Concur reimbursement expense reports (based on the SpeedType in the report header).

Approve Fund 34 expenses in CU Marketplace.		 Gift Fund Management (_scorm12_cu_u00082_0001)
Not required for individuals responsible for managing gift funds received from blended organizations like CU Medicine as part of a contract.
Employees and Type 15 POIs can request a card. Submit the designated application form (noted in the table below) after completing required trainings.

Role Description Course and Course #
Procurement Card Cardholder Use the Procurement Card for small-dollar purchases when the CU Marketplace is not appropriate. (For travel expenses, see the Travel Card.)

Form: Cardholder Application – Procurement Card
Procurement Card Approving Official Monitor Procurement Card transactions and approve expense reports for assigned cardholders.

Form: Approving Official Application/Update
Employees and Type 15 POIs can request a card. Submit the designated application form (noted in the table below) after completing required trainings.

Role Description Course and Course #
Travel Card Cardholder Use the Travel Card to cover most expenses related to official university business travel.
 
Form: Cardholder Application – Travel Card

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