Sherpa Training Resources

Sherpa is a web-based system used by Finance and Administration to collect agency budget information and to develop and publish the annual budget document and work program.

The following are links are training/reference resources available to the Sherpa user community:

Sherpa Overview

Sherpa Overview Presentation (video)

System User Guide (pdf)

Sherpa Reports Guide (pdf)

Sherpa Training Vidoes

Navigating Sherpa (video)

Cost Increases and Base Reductions (form 2500)

• Getting Started (video)
• Header Tab (video)
• Expenditures and Positions Tab (video)
• Position Details Tab (video)
• Revenues Tab (video)

Supplemental or Other Base Adjustments (form 2600)

• Getting Started (video)
• Header Tab (video)
• Expenditures and Positions Tab (video)
• Importing and Exporting Data (video)
• Revenues Tab (video)

Validating and Submitting Your Budget Request

• Running the Validation Report (video)
• Approving Your Budget Request and Submitting to the Budget Office (video)

Reports (video)