{"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":"2026-07-17T10:12:38","modified_gmt":"2026-07-17T14:12:38","slug":"training-and-guidance","status":"publish","type":"page","link":"https:\/\/units.cals.ncsu.edu\/core-support\/training-and-guidance\/","title":{"rendered":"Training and Guidance"},"content":{"rendered":"\n\n\n\n\n<h2 class=\"wp-block-heading\">University Resources<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Many of the financial processes used within CALS follow standard university-wide policies and procedures established by NC&#160;State University. 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<div class=\"wp-block-ncst-buttons\">\n<div class=\"wp-block-ncst-button\"><a href=\"https:\/\/edu-comms.ofa.ncsu.edu\/training-and-resources\/learning-resources\/\" class=\"btn ncst-block__button-link\" data-ncst-lightbox=\"false\" data-ua-cat=\"Button Block\" data-ua-action=\"Button Click\" data-ua-label=\"https:\/\/edu-comms.ofa.ncsu.edu\/training-and-resources\/learning-resources\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"text\">University Financial Resources<\/span><span class=\"arrow-indicator\">\n<svg class=\"wp-block-ncst-wolficon wolficon\" role=\"img\" aria-hidden=\"true\"><use xlink:href=\"#wolficon-arrow-right-bold\" \/><\/svg>\n<\/span><\/a><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">CORE Support Financial Resources<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This section is intended to complement, not replace, university resources. Below, you will find CORE Support-specific trainings that provide additional guidance, clarification, and college-level processes where practices may differ or require additional context.<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><thead><tr><th class=\"has-text-align-left\" data-align=\"left\"><strong>Topic<\/strong><\/th><th class=\"has-text-align-left\" data-align=\"left\">Title<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\">Budget<\/td><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/scribehow.com\/viewer\/Reviewing_SDC_Forms__Monthly_Copy__JgoNmd8qRXqmilOHlAwBiQ\">Reviewing SDC Forms &#8211; Monthly<\/a><\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Budget<\/td><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/scribehow.com\/viewer\/Expanding_and_Collapsing_Monthly_Budget_Report_Pivots__ZMYRcZwoQZqCg3L5K-xSvQ\">Expanding &amp; Collapsing Monthly Budget Report Pivots<\/a><\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Budget<\/td><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/scribehow.com\/viewer\/How_to_Perform_a_Chartfield_Inquiry_by_Department__-eMqfrnFQEukDKjzDpGl5A\">How to Perform a Chartfield Inquiry by Department<\/a><\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Budget<\/td><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/scribehow.com\/viewer\/Check_Financial_Balances_by_Project__P1__G7tYHDJnTvW6GOe4c-EjWA\">Check Financial Balances by Project &#8211; P1<\/a><\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Budget<\/td><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/scribehow.com\/viewer\/How_to_View_Cash_Balance_by_Project_Report__P2__C3l8EYxfRoWOOBA3oL_yFQ\">How to View Cash Balance by Project Report &#8211; P2<\/a><\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Spending<\/td><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1kyFsFW3xjUO7_UbutY2uOylseEQd3XiPWIxFB-ltA2c\/edit?usp=sharing\">Basic State Spending Guidelines: Allowable vs Unallowable<\/a><\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">PCard<\/td><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/drive.google.com\/file\/d\/1HLhFUncCRqMltO85BFer8mthW26Mgu-q\/view?usp=sharing\" target=\"_blank\" rel=\"noreferrer noopener\">Applying for a PCard in CALS<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<div class=\"wp-block-ncst-mini-story ncst-askew-media-text has-blue-400-background-color\"><div class=\"ncst-askew-media-text__container\">\n<div class=\"wp-block-ncst-text-column\"><h2 class=\"ncst-text-column__heading\"><strong>CORE Support Uprooted Myths<\/strong><\/h2><p class=\"ncst-text-column__teaser\">Common misconceptions about business processes can lead to confusion, inconsistent practices, and unnecessary delays. The CORE Support Uprooted Myths resource helps address this by providing clear clarifications on frequently misunderstood topics and reinforcing correct application of policies and procedures.<\/p>\n<div class=\"wp-block-ncst-buttons\">\n<div class=\"wp-block-ncst-button is-style-secondary\"><a href=\"https:\/\/units.cals.ncsu.edu\/core-support\/uprooted-myths\/\" class=\"btn ncst-block__button-link\" data-ncst-lightbox=\"false\" data-ua-cat=\"Button Block\" data-ua-action=\"Button Click\" data-ua-label=\"https:\/\/units.cals.ncsu.edu\/core-support\/uprooted-myths\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span class=\"text\">Visit Uprooted Myths<\/span><span class=\"arrow-indicator\">\n<svg class=\"wp-block-ncst-wolficon wolficon\" role=\"img\" aria-hidden=\"true\"><use xlink:href=\"#wolficon-arrow-right-bold\" \/><\/svg>\n<\/span><\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-ncst-media\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"675\" src=\"https:\/\/units.cals.ncsu.edu\/core-support\/wp-content\/uploads\/sites\/19\/2026\/03\/1500x844-19-1200x675.jpg\" alt=\"\" class=\"wp-image-24434\" srcset=\"https:\/\/units.cals.ncsu.edu\/core-support\/wp-content\/uploads\/sites\/19\/2026\/03\/1500x844-19-1200x675.jpg 1200w, https:\/\/units.cals.ncsu.edu\/core-support\/wp-content\/uploads\/sites\/19\/2026\/03\/1500x844-19-600x338.jpg 600w, https:\/\/units.cals.ncsu.edu\/core-support\/wp-content\/uploads\/sites\/19\/2026\/03\/1500x844-19-768x432.jpg 768w, https:\/\/units.cals.ncsu.edu\/core-support\/wp-content\/uploads\/sites\/19\/2026\/03\/1500x844-19.jpg 1500w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>University Resources Many of the financial processes used within CALS follow standard university-wide policies and procedures established by NC&#160;State University. We encourage users to reference the official university training resources&hellip;<\/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\/core-support\/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\/core-support\/wp-json\/wp\/v2\/pages\/495","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/units.cals.ncsu.edu\/core-support\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/units.cals.ncsu.edu\/core-support\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/units.cals.ncsu.edu\/core-support\/wp-json\/wp\/v2\/users\/41"}],"replies":[{"embeddable":true,"href":"https:\/\/units.cals.ncsu.edu\/core-support\/wp-json\/wp\/v2\/comments?post=495"}],"version-history":[{"count":15,"href":"https:\/\/units.cals.ncsu.edu\/core-support\/wp-json\/wp\/v2\/pages\/495\/revisions"}],"predecessor-version":[{"id":24985,"href":"https:\/\/units.cals.ncsu.edu\/core-support\/wp-json\/wp\/v2\/pages\/495\/revisions\/24985"}],"wp:attachment":[{"href":"https:\/\/units.cals.ncsu.edu\/core-support\/wp-json\/wp\/v2\/media?parent=495"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}