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.
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.
|Tuesday, Sept. 13, 2022||9-10:30 a.m.||Virtual|
|Wednesday, Oct. 12, 2022||3-4:30 p.m.||Virtual|
|Monday, Nov. 14, 2022||9-10:30 a.m.||Virtual|
|Friday, Dec. 16, 2022||3-4:30 p.m.||Virtual|
|Thursday, Jan. 12, 2023||9-10:30 a.m.||Virtual|
|Wednesday, Feb. 15, 2023||3-4:30 p.m.||Virtual|
|Monday, March 13, 2023||9-10:30 a.m.||Virtual|
|Tuesday, April 11, 2023||3-4:30 p.m.||Virtual|
|Friday, May 12, 2023||9-10:30 a.m.||Virtual|
|Thursday, June 15, 2023||3-4:30 p.m.||Virtual|
|Wednesday, July 12, 2023||9-10:30 a.m.||Virtual|
|Monday, August 14, 2023||3-4:30 p.m.||Virtual|
|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)|
|Updating Trusted Sites in IE||Updating Trusted Sites in IE Job Aid (doc)|
|Clearing Cache in Firefox||Clearing Cache in Firefox Job Aid (pdf)|
|Clearing Cache in IE 9/10||Clearing Cache in IE 9/10 Job Aid (pdf)|
|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.|