Functional Map for Administrative Operations

Below, please find information related to tools and trainings for Administrative Operations-related processes and procedures. For more information, please contact Walt McGough.

Functional Map for Administrative Operations
Function	Tools	Training	Training Type	Contact/Website
Pcard & Corporate Card Support	Concur Training	Classroom training on Concur application	Live Virtual Class	Concur Reimbursements & Reconciliations Concur Training Center
	Pcard Training	Mandatory online training prior to receiving the Pcard	Webinar	PCard Overview
	Resources	Online guides and FAQs	Guides	Harvard Travel Services Concur Tips & Tricks
Training (Steady State)	Finance Fundamentals	Six session course to explain "why's" of finances in FAS	Live Virtual Class	Finance Fundamentals SharePoint
	Concur	Reimbursements & Reconciliations	Live Virtual Class Cycle	Concur Reimbursements & Reconciliations
	HART	Financial dashboard training for new users	Live Virtual Class	HART Financial Dashboard Training
	Chart of Accounts	Harvard CoA training for new financial users	Live Virtual Class	Chart of Accounts (FAS)
	Buy2Pay	Purchasing/Marketplace training for new users	Live Virtual Class	Buy2Pay Requestor Training Buy2Pay Approver Training Buy2Pay Supplier Portal Training
	PeopleSoft	PeopleSoft time/absence reporting/approval and required reports	Live Virtual Class	PeopleSoft Overview (FAS)
	Aurora	FAS look-up, reporting, and action creation training for new users	Live Virtual Class	Aurora Knowledge Center Aurora Look-up and Reporting fasasap@fas.harvard.edu
	Journals	Tools used for journal transfers	Live Virtual Class	Intro to Journals with ADI/TLX Journaling with GL-PCR
	Tips and Tricks Sessions	Advanced training/discussion for experienced users of Concur and Buy2Pay	Live Virtual Class	Concur Tips and Tricks (FAS) Buy2Pay Advanced Topics
Administrative Support	Virtual departmental help	Assistance in the department with financial tasks	Virtual	fasasap@fas.harvard.edu
Change/Project Management	Coordination of new project rollouts/Communication to FAS departments	FAS Office of Finance website Admin Ops website	In Person	FAS Office of Finance website Admin Ops website Maureen Berry, Director of Project and Change Management Maureen_Berry@fas.harvard.edu
Procurement	Exceptions to Policy	Exception Request Form	Via Email	Exception Request Form finxcept@fas.harvard.edu
	Petty Cash	Petty Cash Replenishment	Guide	Petty Cash Replenishment adminops-procurement@fas.harvard.edu
	Contract Review	Contact Sean McQuarrie for assistance	In Person	Sean McQuarrie, Director of Procurement Operations smcquarrie@fas.harvard.edu
Risk Management	Mitigation of FAS risks	Contact Katherine Gates with questions/concerns regarding risks to FAS	In Person	Katherine Gates, Chief of Staff kgates@fas.harvard.edu