CMS Hands-on Lab

Acquiring Core Skills in CMS

• Facilitator Introduction & Assistants• Sign-in Sheet & Name Tents• Pre-requisites

Welcome

Learner Introductions

• Introduce yourself

• How you intend to use CMS

CMS Terminology & Concepts

• If you modify a hard commitment in CMS, does it change it in Oracle Financials?

• What tool do managers use to grant access to CMS?

• What PTAs can CMS users see?

• Can other CMS users view your CMS entries?

• Can other CMS users view your CMS Nicknames?

CMS Terminology & Concepts

• What are three primary functionalities of CMS?

• What three types of data does CMS include?

• What are the three types of commitments in CMS?

1. Intro & Review – 30 minutes• Terminology & Concepts• Data Source Review and Browser Specs• Tabs Review• CMS Navigation Review

Agenda

2. Lab Work – 2.5 hours

• Core Skills Acquisition (???)

• Complete Checklist • Questions• Reporting & Analysis -

Challenge

3. Adoption & Support• Gain Access• Online Resources• Follow-up

Warning – Learners Moving Fast

Core Skills - Self Checklist:

Create PTA Nicknames and My Favorites Create a Soft Budget Create a Soft Commitment – Goods & Services Tab Add a Soft Commitment – People Tab Forecast Change to Employee Distribution of Effort – People Tab Forecast Other Compensation – People Tab Forecast Leave – People Tab Forecast Change in Salary / FTE – People Tab Generate Reports “Day in the Life” Lab Challenge

Core Skills List

CMS Data Source Review

“It is critical to understand how the data moves into CMS, and the frequency, so you understand what you’re looking at. This knowledge is crucial to creating accurate, precise forecasts. “

CMS Browser Specs

What are the recommended browsers for PC?

PC: Internet Explorer

Mac: Safari & Citrix

What are the recommended browsers for Mac?

Activity Setup and Logon

Demo 1 – Setup

• Each team gets 2 PTAs (1 sponsored & 1 non-sponsored)• PTAs are masked• Assigned logons and passwords are on your handout • Work in teams of 2 , on one computer – taking turns• Logon to CMS

•URL = https://of2trn.stanford.edu:8058/OA_HTML/AppsLocalLogin.jsp

• Resource: Use How-To screen on CMS website, if needed

Creating PTA Nicknames & My Favorites

Demo 2:1. Search (simple or advanced) for your assigned PTAs

in the setup tab

2. Set up 2 Nicknames (Consider naming conventions in your department)

3. Set up a Favorite (Cluster in meaningful names for reports)

4. Resource: Use Step-by-Step if needed

Forecasting Other Compensation – People Tab

Demo 7:1. Search (simple or advanced) for your assigned PTAs in the

People tab

2. Select your Employee Assignment No.

3. Create a recurring forecasted other supplemental for $5000.00 for your employee from 01-Aug-2011 through 15-Aug-2011 (using expenditure type 51910)

Consider:

• What types of other compensation might you forecast? When would you forecast these amounts?

Generating Reports

Demo 10 – Each team:

1. Using advanced Search, enter Favorite grouping and select both your assigned PTAs

2. Select period to run and soft budget version

3. Run the 730: xxx, 800: Month By Month Burn Rate,

810: Multiple PTA Listing

Consider: • How would custom periods facilitate your reporting

needs? When would you use them?

Challenge Activity

Reports Activity – Each partnered team follow directions in handout. 20 minutes to complete

What’s Next ?

Summary

Reporting Exercises?

What’s Next

Forum Sessions - Special Topics

Thank you – Become an Adopter

Caution: Adopter Running Hoops in CMS