{"id":495,"date":"2024-02-20T14:52:16","date_gmt":"2024-02-20T19:52:16","guid":{"rendered":"https:\/\/units.cals.ncsu.edu\/business-operations\/?page_id=495"},"modified":"2026-05-18T14:37:53","modified_gmt":"2026-05-18T18:37:53","slug":"training-and-guidance","status":"publish","type":"page","link":"https:\/\/units.cals.ncsu.edu\/business-operations\/training-and-guidance\/","title":{"rendered":"Training and Guidance"},"content":{"rendered":"\n\n\n\n\n

University Resources<\/h2>\n\n\n\n

Many of the financial processes used within CALS follow standard university-wide policies and procedures established by NC State University. Rather than duplicating those materials here, we encourage users to reference the official university training resources for system-wide guidance on finance systems, policies, and core procedures.<\/p>\n\n\n\n

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University Financial Resources<\/span>\n<\/svg>\n<\/span><\/a><\/div>\n<\/div>\n\n\n\n

CBO Financial Resources<\/h2>\n\n\n\n

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.<\/p>\n\n\n\n

Topic<\/strong><\/th>Title<\/th><\/tr><\/thead>
Budget<\/td>Reviewing SDC Forms – Monthly<\/a><\/td><\/tr>
Budget<\/td>Expanding & Collapsing Monthly Budget Report Pivots<\/a><\/td><\/tr>
Budget<\/td>How to Perform a Chartfield Inquiry by Department<\/a><\/td><\/tr>
Budget<\/td>Check Financial Balances by Project – P1<\/a><\/td><\/tr>
Budget<\/td>How to View Cash Balance by Project Report – P2<\/a><\/td><\/tr>
Spending<\/td>Basic State Spending Guidelines: Allowable vs Unallowable<\/a><\/td><\/tr>
PCard<\/td>Applying for a PCard in CALS<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Legacy Moodle Trainings (Temporary Access)<\/h2>\n\n\n\n

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.<\/p>\n\n\n\n

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Department Moodle Trainings<\/span>\n<\/svg>\n<\/span><\/a><\/div>\n<\/div>\n\n\n\n
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CBO Staff ONLY Moodle Trainings<\/span>\n<\/svg>\n<\/span><\/a><\/div>\n<\/div>\n\n\n\n
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CBO Uprooted Myths<\/strong><\/h2>

Common misconceptions about business processes can lead to confusion, inconsistent practices, and unnecessary delays. The CBO Uprooted Myths resource helps address this by providing clear clarifications on frequently misunderstood topics and reinforcing correct application of policies and procedures.<\/p>\n

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Visit CBO Uprooted Myths<\/span>\n<\/svg>\n<\/span><\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n
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\"\"<\/figure>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"

University Resources Many of the financial processes used within CALS follow standard university-wide policies and procedures established by NC State University. Rather than duplicating those materials here, we encourage users to…<\/p>\n","protected":false},"author":41,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_tec_requires_first_save":true,"ncst_dynamicHeaderBlockName":"ncst\/split-header","ncst_dynamicHeaderData":"{\"backgroundColor\":\"aqua_400\",\"imageID\":504,\"imageURL\":\"https:\/\/units.cals.ncsu.edu\/business-operations\/wp-content\/uploads\/sites\/19\/2024\/02\/training.jpg\",\"imageAlt\":\"\",\"focalPoint\":{\"x\":0.5,\"y\":0.18}}","ncst_content_audit_freq":"","ncst_content_audit_date":"","_EventAllDay":false,"_EventTimezone":"","_EventStartDate":"","_EventEndDate":"","_EventStartDateUTC":"","_EventEndDateUTC":"","_EventShowMap":false,"_EventShowMapLink":false,"_EventURL":"","_EventCost":"","_EventCostDescription":"","_EventCurrencySymbol":"","_EventCurrencyCode":"","_EventCurrencyPosition":"","_EventDateTimeSeparator":"","_EventTimeRangeSeparator":"","_EventOrganizerID":[],"_EventVenueID":[],"_OrganizerEmail":"","_OrganizerPhone":"","_OrganizerWebsite":"","_VenueAddress":"","_VenueCity":"","_VenueCountry":"","_VenueProvince":"","_VenueState":"","_VenueZip":"","_VenuePhone":"","_VenueURL":"","_VenueStateProvince":"","_VenueLat":"","_VenueLng":"","_VenueShowMap":false,"_VenueShowMapLink":false,"_tribe_blocks_recurrence_rules":"","_tribe_blocks_recurrence_description":"","_tribe_blocks_recurrence_exclusions":"","footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-495","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/units.cals.ncsu.edu\/business-operations\/wp-json\/wp\/v2\/pages\/495","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/units.cals.ncsu.edu\/business-operations\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/units.cals.ncsu.edu\/business-operations\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/units.cals.ncsu.edu\/business-operations\/wp-json\/wp\/v2\/users\/41"}],"replies":[{"embeddable":true,"href":"https:\/\/units.cals.ncsu.edu\/business-operations\/wp-json\/wp\/v2\/comments?post=495"}],"version-history":[{"count":10,"href":"https:\/\/units.cals.ncsu.edu\/business-operations\/wp-json\/wp\/v2\/pages\/495\/revisions"}],"predecessor-version":[{"id":24755,"href":"https:\/\/units.cals.ncsu.edu\/business-operations\/wp-json\/wp\/v2\/pages\/495\/revisions\/24755"}],"wp:attachment":[{"href":"https:\/\/units.cals.ncsu.edu\/business-operations\/wp-json\/wp\/v2\/media?parent=495"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}