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SUMMIT 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. Email: SUMMITFeedback@uml.edu for additional information, comments or questions.

You can register for SUMMIT Training via email: Norma_Clark@uml.edu.

DayDateTimeLocation
TuesdaySeptember 25, 20181:30-3:30UCC 155
TuesdayOctober 16, 20189:00-11:00UCC 155
WednesdayNovember 14, 20181:30-3:30UCC 155
WednesdayDecember 19, 20189:00-11:00UCC 155
ThursdayJanuary 10, 20191:30-3:30UCC 155
ThursdayFebruary 14 20199:00-11:00UCC 155
MondayMarch 11, 20191:30-3:30UCC 155
FridayApril 26, 20199:00-11:00UCC 155
FridayMay 17, 20191:30-3:30UCC 155
FridayJune 14, 20199:00-11:00UCC 155
WednesdayJuly 10, 20191:30-3:30UCC 155

General Aids

FunctionTest Resources
SUMMIT FundamentalsN/A
Key SUMMIT Widgets
  • Budget Balance Expense Summary
  • Transaction Detail Summary
  • Encumbrance Detail Summary
N/A
SUMMIT Quick Reference GuideJob Aid (pdf)
Setting a Default DashboardJob Aid (pdf)
Academic Admin DashboardJob Aid (pdf)
Department Admin DashboardJob Aid (pdf)
PI DashboardJob Aid (pdf)
Facilities DashboardJob Aid (pdf)
Fiscal Reporting DashboardN/A
Exporting to ExcelJob Aid (pdf)
Updating Trusted Sites in IEJob Aid(doc)
Clearing Cache in FirefoxJob Aid (pdf)
Clearing Cache in IE9/10Job Aid (pdf)

FunctionInteractive
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. Email: SUMMITFeedback@uml.edu with any questions.