Financial Services Training Opportunities

Budget Tool Online Videos

Duke University employees with responsibility for inputting departmental budget information, use the Budget tool accessible through Duke@Work. The training videos listed below provide training on key functionality within the Budget Development functionality of the tool. Step-by-step guides provide guidance on complete functionality of the Budget Development tool, as well as, guidance on Projections and Budget Modifications. Please view the below "View More Information" for descriptions of each video module.

Non-Position Budget Development – General Navigation Video*
This video provides an overview of the non-position layouts included in the Budget Development tool available through Duke@Work. 

Position Budget Development – General Navigation Video*
This video provides an overview of the position layouts included in the Budget Development tool available through Duke@Work. 

Non-Position Budget Development Upload Video
This video demonstrates how to upload non-position budget data using a standard template.  This functionality is available in the Budget Development component of the Budget tool. 

Funded Position Budget Development Upload Video
This video demonstrates how to upload your funded position budget data using a standard template.  This functionality is available in the Budget Development component of the Budget tool.

Owned Position Budget Development Upload Video
This video demonstrates how to upload your owned position budget data using a standard template.  This functionality is available in the Budget Development component of the Budget tool. 

Selecting and Loading Budget Data Video
This video demonstrates how to load budget data using a BFR or by a Package number.  The process for loading data is the same in the Projections, Budget Modifications, or Budget Development functions of the Budget tool.

Using Additional Data Filters, Display Options, and Saving and Exiting
This video demonstrates some of the most useful features of the Budget Tool including additional display filters, reviewing general options for modifying the default display, and reviewing how to save and exit a display.  While this video uses the non-position development layout for the examples, the functionality operates similarly across all components of the Budget tool. 

Duke@Work Budget Tab Overview Video
This video provides an overview of the Budget tab found in the Duke@Work portal.  The tab will only be available to those who have budget related responsibilities.  This video focuses on general navigation and does not demonstrate tool functionality. 

The following additional Learning Materials may also be helpful: