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 2024 SUMMIT Training via email: Andrew_Dewing@uml.edu. All trainings are virtual.
| 2024-2025 SUMMIT Training | ||
|---|---|---|
| Date | Time | Location |
| Thursday, Sept. 12, 2024 | 3-4 p.m. | Virtual |
| Friday, Oct. 11, 2024 | 9:30-10:30 a.m. | Virtual |
| Tuesday, Nov. 12, 2024 | 3-4 p.m. | Virtual |
| Wednesday, Dec. 11, 2024 | 9:30-10:30 a.m. | Virtual |
| Monday, Jan. 13, 2025 | 3-4 p.m. | Virtual |
| Tuesday, Feb. 11, 2025 | 9:30-10:30 a.m. | Virtual |
| Thursday, Mar. 13, 2025 | 3-4 p.m. | Virtual |
| Friday, Apr. 11, 2025 | 9:30-10:30 a.m. | Virtual |
| Tuesday, May 13, 2025 | 3-4 p.m. | Virtual |
| Monday, Jun. 9, 2025 | 9:30-10:30 a.m. | Virtual |
| Thursday Jul. 10, 2025 | 3-4 p.m. | Virtual |
| Wednesday, Aug. 13, 2025 | 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) |
UMass Amherst AFIT | Summit Finance Screencast
While this screencast was prepared by the Amherst campus, SUMMIT is a tool used by all campuses. UMass Lowell users should still find this brief screencast helpful. Email: SUMMITFeedback@uml.edu with any questions.