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Summit Training


Self-Paced trainings:

Introduction to SUMMIT Reporting

Description: Summit provides a web-based interface that is both intuitive and interactive. In addition to housing all of the financial information contained in your current reports, the tool enables users to see at a glance alerts indicating where action may need to be taken.

This training is designed for beginners who are looking for general SUMMIT information including: An overview of the SUMMIT reporting tool, How to log into SUMMIT, Navigating to the various reports, Exporting/printing widgets and reports. 

To access the training, click here.

Summit Finance Academic Admin Worcester Dashboard Overview

Description: This online self-paced training covers the summary page which includes alerts, graphs and reports designed to help manage sponsored and non-sponsored activity.  The Sponsored, Fund Balance, Budget Balance and Non Sponsored Project Activity Pages are also covered in this training.

To access the training, click here.

Related Training:

In addition to the Dashboard Overview, please review the additional training presentations for more information on the various Reports that are available on the Academic Admin Dashboard. 

AP & Procard Expense Verification Report - Access this training to learn how to view and print a report that displays detailed expense information for AP & Procard expenses.  The printable report includes a new page for each chartstring and a signature line for expense approval.

Biographical Sketch Report - This training guides you through the Biosketch dashboard/report which was designed to assist in the preparation of the NIH Biosketch form.

BuyWays Analysis Report - This training provides a demonstration of the BuyWays Analysis Report which includes detailed information for requisitions including vendor, chartstring and product descriptions.

Department RTF Overhead Report - Access this training to learn how to utilzie this report which allows you to quickly view balances for all your RTF overhead activity.

F&A Distribution Report - This training provides an overview of this report which reflects the total F&A dollars for a project and includes the amounts distributed to related departments. Department share amounts and F&A rates are displayed on the report.