PERA Finance Training Resources
Resources on this page include video “shorts” that provide a quick reference resource for basic tasks frequently completed by Finance Account Management staff. Check this site frequently as new Finance Task videos are in development!
The PERA Finance Super Users have created a variety of training resources specific to the Finance account management team. Additional training resources created and maintained by the Office of Research can be found on the PERA Training website.
Questions about video content should be directed to pera-finance@purdue.edu. Individuals with a ‘purdue.edu’ email address should be able to access these videos. Access issues can be directed to adelwort@purdue.edu.
Finance Task Video “Shorts”
Locating the Terms & Conditions of an Award – 2:15
How to Check the Status of an Agreement – 1:15 minutes
Checking the Status of an Amendment (award or subaward) – 1:44
How to Check the Status of an Award – 1:30 minutes
Finance Training Recordings
Course Description: Provides guidance on the budget allocation tool along with instructions and best practices. Will include foundational information as well as “tips and tricks” for best use of the tool.
Audience: All business management staff with account management responsibilities are required to take this course.
Course Description: Builds on Budget Allocation I with additional details about the budget allocation tool and other award processes.
Audience: All business management staff with account management responsibilities are required to take this course.
Course Description: Will provide participants with exposure to more complex budget allocation scenarios including cost share.
Audience: Business management staff managing more complex budget scenarios.
Course Description: Will build on previous sessions with additional exposure to more complex budget allocation scenarios.
Audience: Business management staff managing more complex budget scenarios.
Course Description: High-level overview of where things are located in PERA, where to find PERA related resources and troubleshooting support after Go-Live
Audience: Business management staff with account management responsibilities.
Daily Activity: General Navigation (recording coming soon)
Course Description: Overview of how to find various pieces of information in PERA related to everyday account management activities like checking the status of an award or agreement negotiation, reviewing Terms & Conditions, locating proposal documents, etc.
Audience: Business management staff with account management responsibilities.
Manager (recording coming soon)
Course Description: Roles management, Notice to Proceed from the funding proposal, cost-share process and expectations, reports for Dept Heads/Leaders
Audience: DFA’s, ADFA’s and others who supervise account management staff.
Daily Activity: Award Modification Requests and Notice to Proceed (recording coming soon)
Description: Deep dive into Award Modification Requests and Notice to Proceed processes for active awards in PERA.
Audience: Any business management staff with account management responsibilities.