Job Aids & Training



SUMMIT Reporting Login

SUMMIT is a web-based tool that delivers PeopleSoft data both quickly and easily through customized graphs and tables. SUMMIT is the Enterprise Reporting tool currently used to support Finance and Human Resources. It will eventually include Student (SiS) and Advancement data. As a SUMMIT user, you have access to your day-to-day processes.

For additional information, see the SUMMIT overview page.

Training Information

Whether you are an experienced user or entirely new to SUMMIT, you are invited to SUMMIT Training Sessions for Finance Users. This hands-on training will focus on access to the Finance System dashboards that support department administrators, managers, and PIs. Training is conducted by the Controller’s Office. Contact for additional information, comments or questions.

Register online for SUMMIT Training:

General Aids

Function Test Resources Interactive
SUMMIT Fundamentals N/A UPK

Key SUMMIT Widgets

  • Budget Balance Expense Summary
  • Transaction Detail Summary
  • Encumbrance Detail Summary
SUMMIT Quick Reference Guide Job Aid (pdf) N/A
Setting a Default Dashboard Job Aid (pdf) N/A
Academic Admin Dashboard Job Aid (pdf) UPK
Department Admin Dashboard Job Aid (pdf) UPK
PI Dashboard Job Aid (pdf) UPK
Facilities Dashboard Job Aid (pdf) UPK
Fiscal Reporting Dashboard N/A UPK
Exporting to Excel Job Aid (pdf) N/A
Updating Trusted Sites in IE Job Aid (doc) N/A
Clearing Cache in Firefox Job Aid (pdf) N/A
Clearing Cache in IE9/10 Job Aid (pdf) N/A

UMass Amherst SUMMIT Screencasts

Watch and listen to brief screencasts, which demonstrate and teach the use of SUMMIT. While the screencasts were prepared by the Amherst campus, SUMMIT is a tool used by all campuses. UMass Lowell users should still find these brief screencasts helpful. Contact with questions.