How To...
Step-by-Step Instructions for:
Managing Accounts
Managing Goods & Services
- Create a One-Time Soft Commitment for Goods & Services
- Create a Recurring Soft Commitment for Goods & Services
- Edit or Delete a Soft Commitment for Goods and Services
- De-commit a Hard or Soft Goods & Services Commitment
- Suppress a Purchase Order Commitment
Managing People
- Edit or Delete a Soft Commitment for People
- Forecast Change to Employee Distribution of Effort
- Forecast Leave
- Forecast Other Compensation
- Forecast a Change in Salary
- Forecast a Mass Salary Increase
- Forecast a Change to Employee FTE Percentage
Running Reports
- Run CMS Reports
- Schedule Reports in CMS
Setting Up Nicknames and Favorites
Managing Alerts