CMS Hands-on Lab

1. COMMITMENT MANAGEMENT SYSTEM STANFORD CMS Hands-on Lab Acquiring Core Skills in CMS

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

3. Introduce yourself • How you intend to use CMS Learner Introductions

4. 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? CMS Terminology & Concepts • Can other CMS users view your CMS entries? • Can other CMS users view your CMS Nicknames?

5. What are three primary functionalities of CMS? • What three types of data does CMS include? • What are the three types of commitments in CMS? CMS Terminology & Concepts

6. Intro & Review – 30 minutes • Terminology & Concepts • Data Source Review and Browser Specs • Tabs Review • CMS Navigation Review Warning – Learners Moving Fast Agenda • Lab Work – 2.5 hours • Core Skills Acquisition (???) • Complete Checklist • Questions • Reporting & Analysis - Challenge • Adoption & Support • Gain Access • Online Resources • Follow-up

7. 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

8. “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 Data Source Review

9. What are the recommended browsers for PC? What are the recommended browsers for Mac? PC: Internet Explorer CMS Browser Specs Mac: Safari & Citrix

10. 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 Activity Setup and Logon

11. Demo 2: • Search (simple or advanced) for your assigned PTAs in the setup tab • Set up 2 Nicknames (Consider naming conventions in your department) • Set up a Favorite (Cluster in meaningful names for reports) • Resource: Use Step-by-Step if needed Creating PTA Nicknames & My Favorites

12. Demo 7: • Search (simple or advanced) for your assigned PTAs in the People tab • Select your Employee Assignment No. • 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? Forecasting Other Compensation – People Tab

13. Demo 10 – Each team: • Using advanced Search, enter Favorite grouping and select both your assigned PTAs • Select period to run and soft budget version • 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? Generating Reports

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

15. Summary • Reporting Exercises? • What’s Next • Forum Sessions - Special Topics • Thank you – Become an Adopter What’s Next ? Caution: Adopter Running Hoops in CMS