4. How to Log on to Colleague Self-Service Financial Management

 Log in to Colleague Self-Service Financial Management Overview:  https://success.cabrillo.edu/student (Links to an external site.)

  • The ID that you'll use to sign into Self Service is your 7-digit College ID, sometimes referred to as your Colleague IDDatatel ID, or Student ID. They're all the same! 
  • If you have never signed in before, please go to WebAdvisor (Links to an external site.) to set a new password. By default, your initial password is your birth date in MMDDYY format.

  • If you've forgotten your password, you can reset it by using the I forgot My Password link.

2.  Choose Financial Management  (bottom left)

3.  Two Options:

  • Budget to Actuals -- we will practice this one today.
  • Finance Query

4.  Create, apply and save a filter for your cost centers: 

1.  Enter:

      1. Fund: 11
      2. Cost Center: 3014
      3. Object Code:  5

2.  Apply filter.

3.  Save criteria (name your filter)

Options:  You may choose

    • a single cost center (3014) or a range (3010-3040)
    • a single object code (5, 54) or a range:  (51 - 56)

Note:  You may choose to include fund 11 in your filter.  That will restrict the report to cost centers in fund 11.  If you don't specify a fund in the filter, you will see all the funds (11, 14, 17) that include the cost centers in your filter.  Our primary goal is to monitor the current year fund 11, but you may benefit from seeing the status of fund 14/17 as well.

5.  Choose Year -- 2022 or any other year to view the history

6.  Set the default criteria to automatically use a filter when you sign on.

7.  Clear your query.