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Cool StufYou can view people with multiple assignments.You can view all allocations or people in your Org, being paid rom an Orgoutside your authority.You can click a PO to view an actual invoice.

lerts.You can link directly to Oracle !eb "n#uiry rom C$S to %suppress& acommitment.

'ime Savers(iew salary history showing ) months o actual pay to insure people werepaid correctly.(iew *ust the current year or a +lanket PO that covers years o a grant -saves manually removing data rom $/.C$S is one-stop shopping or reviewing hard commitments.You can #uickly suppress commitments.

5. Use CMS to Forecast, Report, and Reconcile PTAs https://ofweb.stanford.ed

0iscuss P' nickname eature and nickname conventions with your group.

0iscuss roles and responsibilities or P's in C$S 1 remember, everyone

who has authority can update the same P'. C$S allows you to view and report on the data rom many source

systems, i.e., PeopleSot, 23S and iProcurement. C$S is a user interace or Oracle 1 in Oracle, you pull data via

eport$art/ eports4 in C$S, data is pushed to you by your searchcriteria. +ecause o this, you may view data you did not know e5isted orthought was inactive. " necessary, correct the data you eel is old orincorrect in the source system6s7.

C$S allows you to modiy all aspects o pay, including labor distribution 8

salary update. C$S allows you to view the pay history or all personnel 1 aculty, staf

and students. C$S allows you to orecast leave and other supplemental pay.

C$S allows you to add %sot& commitments, including burden.

C$S has direct links to Oracle !eb "n#uiry where you can view and9or

suppress a PO. C$S allows you to view outstanding commitments and actual e5penses

or 2oods 8 Services which can make reconciliation easier. educe time spent entering data manually into Shadow System6s7 by

using C$S eports, or e5porting data to spreadsheets.Your authority will control which screens or eatures you can access. 3ore5ample, i you do not have salary authority, you will be able to access

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total salaries rollup O;dentiality o data applies.

Recei!in"/#rantin" Athorit$ % Re&ired Trainin"eceiving C$S uthority is a two-step process?

:. You must complete a training class which consists o an overview,practice in the C$S 'raining @nvironment, and authority tests. Youcan take the training either in a hands-on lab or online. You musthave approval from your manager to take CMS Training. C$S has

conte5tual help throughout the application to guide the user.A. !hen you enroll in O-::AB, Overview of CMS, in S'S, a C$S

team member will contact your manager to ensure you areauthoried to take the training, determine which authority role youwill have, and identiy the Orgs and9or Pro*ect-'asks to give youauthority or in the C$S 'raining @nvironment.

Once you complete the training, a C$S team member will notiy yourmanager that they can grant you authority via the uthority $anager or theOrgs and9or Pro*ect-'asks you need access to in C$S. You can CMSCo''it'ent Mana"e'ent S$ste' C$S is a planning and orecasting tool.

=ard commitment 8 e5penditure data rom Oracle 3inancials is ed nightlyto C$S.

evenue data is not ed to C$S.

Dsers with Dpdate uthority can orecast by?

o $odiying %hard commitments&

o dding %sot commitments&

o Creating sot budgets

o Creating custom periods

3orecasts created in C$S do not alter commitments in Oracle 3inancials.

ctual e5penditures replace orecasted numbers as the pro*ect

progresses, which allow >nancial managers to get an early warning opotential overdrats, note conEicting commitments, plan uture actions,etc.

Chec(list: Steps to )'ple'ent CMS to Forecast, Report, andReconcile PTAs:.


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a. $anagers grant individuals authority in the uthority $anagerb. "ndividuals complete re#uired C$S training or Dpdate uthority

by

3our 'ools or 3inancial $anagement

)ntrodction

'hose who manage accounts at Stanord have abundant robust toolsavailable to them. "t is up to them to leverage the eatures o each tool inthe way that can best serve their business needs. !e provide a briedescription o eport$art/, 3aculty 3inancial in#uiry 'ool 633"'7, and ShadowSystems, and discuss the Commitment $anagement System6C$S7 in detail.

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CMS Co''it'ent Mana"e'ent S$ste' C$S is a planning and orecasting tool.

=ard commitment 8 e5penditure data rom Oracle 3inancials is ed nightly

to C$S. evenue data is not ed to C$S.

Dsers with Dpdate uthority can orecast by?o $odiying %hard commitments&

o dding %sot commitments&

o Creating sot budgets

o Creating custom periods

3orecasts created in C$S do not alter commitments in Oracle 3inancials.

ctual e5penditures replace orecasted numbers as the pro*ect

progresses, which allow >nancial managers to get an early warning opotential overdrats, note conEicting commitments, plan uture actions,etc.

Chec(list: Steps to )'ple'ent CMS to Forecast, Report, andReconcile PTAsF.


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4iew Athorit$Two le!els a!ailable: CMS Salar$ 4iew includes both salary and non-salary 6i.e., goods

and services7 transactions.

CMS 6onSalar$ 4iew includes only non-salary 6i.e., goods andservices7 transactions

+oth must be granted by your manager

$atches your current $/ authority

llows you to view orecasts created by others or your

P's

Update Athorit$

Two le!els a!ailable: CMS Salar$ Update includes both salary and non-salary 6i.e.,

goods and services7 transactions. CMS 6onSalar$ Update includes only non-salary 6i.e., goods

and services7 transactions. +oth must be granted by your manager +oth re#uire you to complete training beore using C$S +oth allow you to orecast or your P's +oth include (iew uthority

Your authority will control which screens or eatures you can access. 3ore5ample, i you do not have salary authority, you will be able to accesstotal salaries rollup O;dentiality o data applies.

Recei!in"/#rantin" Athorit$ % Re&ired Trainin"

eceiving C$S uthority is a two-step process?/. You must complete a training class which consists o an overview,practice in the C$S 'raining @nvironment, and authority tests. Youcan take the training either in a hands-on lab or online. You musthave approval from your manager to take CMS Training. C$S hasconte5tual help throughout the application to guide the user.

F. !hen you enroll in O-::AB, Overview of CMS, in S'S, a C$Steam member will contact your manager to ensure you areauthoried to take the training, determine which authority role you

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will have, and identiy the Orgs and9or Pro*ect-'asks to give youauthority or in the C$S 'raining @nvironment.

. Once you complete the training, a C$S team member will notiyyour manager that they can grant you authority via the uthority$anager or the Orgs and9or Pro*ect-'asks you need access to in

C$S. You can then begin using C$S.$anagers have the option o allowing the C$S team to uploadthe authority on their behal or perorming the task manually.ContactPatti $cCabe or urther inormation on how authority isbeing perormed in your school.

7. Co'pter Setp for CMShttp://c's.stanford.ed #ettin" Started Co'pter Setp

3or PC, use "nternet @5plorer O;


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Can business processes be streamlined and improved using C$SK

re there ways to eliminate manual data entry into Shadow SystemsK

"s it possible to eliminate some Shadow SystemsK

!hat are the best uses or C$S eportK

CMS 9enets for Ad'inistrators

educed audit e5posure as C$S allows you to orecast and make better >nancia

decisions. educed time correcting errors as users have a tool that will %do it right the >rst

time&. @liminates late cost transers which can result in the P" having to absorb the cos

educed time spent to produce orecasts and reports.

educed time spent manually entering data and manual calculations.

eliable C$S auto-calculations result in accurate data in orecasts and reports.

=ard commitment data eeds are timely, accurate, and reliable.

bility to easily manipulate data to create %what i scenarios&. nancial management.

P" satisaction with the results o C$S analysis4 problems are identi>ed and

corrected early and late transers and overdrats are reduced.

9enets for Faclt$

C$S orecasts and reports are easy to read and interpret.

Consistent reports rom all departments and schools save time and

reduce conusion. 3ewer unpleasant surprises at Closeout.

hat Users Are Sa$in" Abot CMS

C$S eportsC$S allows administrators to provide uniorm and consistent reports to the entiredepartment9school9university, which is a ma*or bene>t to those doing interdisciplinaresearch.'he Month by Month Burn Rate by PTAreport shows actual e5penses and outstandicommitments.eports in C$S are clear, meaningul and easy or your P" to read.3orecasts automatically deault to 3Y or non-sponsored awards and P'0 or

sponsored awards.You can create a Custom Period providing the ability to report or a diferent timeperiod then the deault period.You can create a Custom +udget which allows you to rearrange e5penditure types6with more or less detail7 and you can even modiy the bottom line dollar amount.'his eature is especially powerul i you anticipate more unding and want to orecausing that >gure.You can download report data to @5cel in two ormats 6with header or data dump7 syou can easily perorm scenario analysis.

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Your reports can be labeled with %nicknames&, a more meaningul description orsome aculty than the P' 1 unlike the


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CMS Report Attribtes

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;ata Feeds to CMS

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ther Tools

FF)T Faclt$ Financial in&ir$ Tool

=elps aculty manage their Dniversity >nancial resources, which they

own as individuals.

aculty member can see all wards, Pro*ects and 'asks which he9sheowns. Provides balances and drill-down transaction details or a acultyNs

individually owned wards, Pro*ects, 'asks. Contains data that is rereshed daily.

Calculates balances using budget, revenue, e5penditure and commitment

data. Provides online help in the orm o tips and downloadable #uick guides.

Optionally, shows allocations to others rom the aculty memberNs wards.

"ncludes revenue as well as budget data or P's.

ReportMart 2eport$art/ 6$/7 is the primary reporting tool and environment or the>nancial data in the racle Financialssystem. ey modules o theOracle 3inancials system 6used by distributed users across campus7include? "nternet Procurement

i+udgets

iournals

iOD, PCard

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38832092919CMS Implementation(1)