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: Andrew_Dewing@uml.edu. All trainings are virtual.
2026-2027 SUMMIT Training
| Date | Time | Location |
|---|---|---|
| Monday, September 14, 2026 | 3-4 p.m. | Virtual |
| Tuesday, October 13, 2026 | 9:30-10:30 a.m. | Virtual |
| Thursday, November 12, 2026 | 3-4 p.m | Virtual |
| Wednesday, December 16, 2026 | 9:30-10:30 a.m | Virtual |
| Friday, January 15, 2027 | 3-4 p.m. | Virtual |
| Thursday, February 11, 2027 | 3-4 p.m. | Virtual |
| Monday, March 15, 2027 | 9:30-10:30 a.m. | Virtual |
| Tuesday, April 13, 2027 | 9:30-10:30 a.m. | Virtual |
| Thursday, May 13, 2027 | 3-4 p.m. | Virtual |
| Wednesday, June 16, 2027 | 9:30-10:30 a.m. | Virtual |
| Friday, July 16, 2027 | 9:30-10:30 a.m. | Virtual |
General Aids
| Function | Test Resources |
|---|---|
| Department Management Dashboard | SUMMIT Overview (pdf) |
| SUMMIT Quick Reference Guide | Quick Reference Guide Job Aid (pdf) |
| Setting a Default Dashboard | Setting a Default Dashboard Job Aid (pdf) |
| Facilities Dashboard | Facilities Dashboard Job Aid (pdf) |
| Exporting to Excel | Exporting to Excel Job Aid (pdf) |
| Viewing Sponsored Projects | Viewing Sponsored Projects in Summit Job Aid (pdf) |