How To: Forecast Change to Employee Distribution of Effort in CMS

Before You Start

CMS allows you to modify hard salary commitments for forecasting purposes. You can forecast a change of effort to a different account (PTA). You can also forecast a change in percentage of effort associated with that employee. You will see all pay lines associated with an employee even if you do not have "authority " over all pay lines. You can only edit those lines for which you have authority for. Because of this the Dist % can total over 100%.

Employee records must exist in PeopleSoft and Oracle Labor Distribution in order for information to be available in CMS for forecasting and reporting purposes.

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Step 1 – Log in to CMS

Step 2 – From the Manage People screen, search and select the Employee / Student for whom you want to modify a Distribution of Effort

Step 3 – From the People Planning by Person – Employee screen, modify the Distribution of Effort

What's Next?

To remove forecasted changes, click the Reset CMS to match Hard button. This will reset all salary distribution lines to match current Hard Commitment data from PeopleSoft and Oracle Labor Distribution.
You can view the new forecasted salary in the People > Monthly Spread tab and on the Account Overview screen from the Accounts tab.