Getting Started with the PeopleSoft Fluid User Interface

As previously announced, UCSF’s PeopleSoft Financial System was upgraded to PeopleSoft Financials and Supply Chain Management Image 39 on March 21, 2022.

Resources to Help You Get Started

The upgrade introduces new navigation using the PeopleSoft Fluid User Interface (UI). Complete the course, How to Navigate in the PeopleSoft Fluid User Interface, to learn how to take advantage of the new navigation features and where to find the menus and pages you used in the classic PeopleSoft navigation structure.

Join a demonstration session. The Controller’s Office will host one final session in April to demonstrate the key navigation features of the Fluid UI.

  • Register to join a live demonstration (opens in new window) on Tuesday, April 5, from 9 – 9:30 a.m.
  • Watch a recording of a recent session and review answers to common questions.

Review updates to existing training materials. Training materials and other resources reflect navigation steps using the Fluid UI to support your business processes. Access resources from the How-To Guides section for the applicable Controller's Office website unit page. Keep in mind that general procedures for entering or approving financial transactions have not changed.

Support Contacts

If you require technical support after the upgrade, contact the IT Service Desk (opens in new window), Monday to Friday, 8 a.m. to 5 p.m.