Tips and Tricks
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Transcript Tips and Tricks
PeopleSoft Tips & Tricks
PeopleSoft has a page that provides details for a ChartField string
which includes:
Speed Type, Fund, Department ID, Department Description, and
Function.
SpeedType Navigation Menu:
Main Menu>Set up Financials/Supply Chain > Common Definitions >
Design ChartFields > Define Values > SpeedTypes
Speed Type Results
Provides Description, Fund Code, Department, Cost
Center, Function associated with each Speed Type
To determine ChartField values.
Example: How to determine Department Manager Assigned to
Department ID.
Navigation Menu: Main Menu>Set up Financials/Supply
Chain>Common Definitions>Design ChartFields>Define
Values>ChartField Values>Click on Department
Select the ChartField value you wish
to review (Example: Department)
Department Manager Search
SetID = UTSA1
Department = DEPTID (e.g.: ABS014)
1
Note: If you
know your
DEPT ID enter
it.
If not, click the
magnifying glass
and enter the last
name of the
Department
Manager and
click ‘look up.’
ChartField Values for Department Manager
Search Results
Personalize Budget Overview Page can be used to customize the display
of financial data based on user preference. Select the Personalize option
from the search results for a list of available displays. You may reorder the
list based on your own personal preferences.
Click OK to save and
Budget Overview Page
will display only your
requested options
You may change the brightness of
Windows screens to be easier on
your eyes.
-Go to Start menu and search for ‘Control Panel’
-Click on APPEARANCE or
PERSONALIZATION on bottom left with
Windows 7
-Click on WINDOW COLOR
-Click on ADVANCED APPEARANCE
SETTING
-See “item” scroll down to find “window” instead
of “desktop”
-Click on “color” box following the window
-Click on OTHER
-Change the following:
Hue to 85
Sat to 90
Lum to 205
Click on OK