Tip Sheets

The tip sheets listed below are curated by the University of Miami's Financial Planning and Analysis (FP&A) central office, and are intended to educate and act as a quick reference guide on common processes and tool use.

These documents accompany training sessions hosted by the central office. Please refer to these documents and/or the FAQs section before reaching out to the central office for support on any of the outlined topics as they address many commonly received requests.

FY 2023 Quick Reference Guides:

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