Training and Guidance

University Resources

Many of the financial processes used within CALS follow standard university-wide policies and procedures established by NC State University. We encourage users to reference the official university training resources for system-wide guidance on finance systems, policies, and core procedures.

CBO Financial Resources

This section is intended to complement, not replace, university resources. Below, you will find CALS Business Operations (CBO)-specific trainings that provide additional guidance, clarification, and college-level processes where practices may differ or require additional context.

Topic	Title
Budget	Reviewing SDC Forms – Monthly
Budget	Expanding & Collapsing Monthly Budget Report Pivots
Budget	How to Perform a Chartfield Inquiry by Department
Budget	Check Financial Balances by Project – P1
Budget	How to View Cash Balance by Project Report – P2
Spending	Basic State Spending Guidelines: Allowable vs Unallowable
PCard	Applying for a PCard in CALS

Legacy Moodle Trainings (Temporary Access)

We are currently transitioning CBO training and guidance resources from Moodle to this webpage. The Moodle site remains available during this update process, but will eventually be retired as content is reviewed and moved.