Course: Introduction to the Commitment Management System (CMS) (FIN-0180)
Who should take this course?
Stanford staff with responsibility for managing funds and forecasting expenditures
Pre-requisites:
This online course is one of two required courses for new users of CMS, a financial planning and forecasting tool. This course is a pre-requisite to FIN-0181: Acquiring Core CMS (Commitment Management System) Skills, an instructor-led session where you will gain hands-on CMS experience.
Course objectives:
Participants of this online course will learn CMS capabilities, basic navigation, ways experienced users rely on CMS for forecasting and reporting , and next steps to getting access to CMS.
Course topics include:
- The value of CMS as a forecasting tool
- The source and frequency of data that is included in CMS
- Specific CMS terminology
- CMS interface and basic navigation
- Forecasting and reporting tasks you can perform in CMS
- How to setup your PTAs using Favorites and Nicknames
- How CMS forecast data is integrated into the Faculty Financial Inquiry Tool
- Next steps – training and access
Delivery method:
Web (Self-paced)
Duration:
Self-paced (approximately 40 minutes)
How to access training?
To receive credit for this course, register through STARS and complete the training
Course owned / Maintained by:
Browser Requirements:
Related Training Materials
- "How To" Instructions for Common CMS Tasks
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