How To...

Step-by-Step Instructions for:

Managing Accounts

• Create or Modify a Custom Period
• Create or Modify a Soft Budget

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
  • New Request
  • Copy Request
  • Define and Save a Report Schedule

Setting Up Nicknames and Favorites

• Create a Nickname for a PTA
• Create a Favorite Group of Accounts (PTAs)

Managing Alerts

• Manage Alerts