BUDGET OFFICEBUDGET OFFICE
What is CMS?
CMS stands for the Common Management System. It involves all 23 CSU campuses and the Chancellor's Office. PeopleSoft was selected to provide an integrated software system among the CSU. Eleven campuses are involved with the first "wave", CSUSB being one of the eleven. It is expected to take until approximately 2005 for all the campuses to be up and running in PeopleSoft. Sequentially the modules will include Human Resources software, Financials, and Student Administration. In April 2001, our campus went "live" with the Human Resources and Financials modules. PeopleSoft will replace the Legacy system for our campus.
Why did I have to attend so many different workshops?
Both the Human Resources and Financials modules were initiated in April 2001. Each system had its own classes to attend in order to perform various tasks. Assignment into financial classes was based on your existing access to FRS (Legacy). Based on your current screen access and recommendations from your supervisor, similar responsibilities were determined in PeopleSoft.
What is a Chart Field Combination?
Your chart field combination replaces what was your 10-digit account. This includes the following fields: Account, Fund, Dept. ID, Program, Project, and Class. Not all Chart Field Combinations include a project and a class.
With PeopleSoft how do I make a budget transfer?
First, you must attend one of the training workshops offered and have the CMS team leads set up your security clearance. If you do not attend the training workshops you will not be granted access to perform that particular function. The next step involves logging in to the Budget Office website at http://finance/budget_office.htm. Once there, scroll down to the CMS/PeopleSoft Forms section. Click on Budget Request Transfer Form. You will be asked for your User Name and Password. For the User Name, type in transreq. For the Password, type in transreq1. Click on ok. You will be taken to the page for CMS which includes instructions for completing the Budget Transfer form. Follow the instructions step-by-step. If your transfer has been accepted, you will receive notice from the Budget Office with a journal number and dollar amount as the reference number. If your transfer was rejected you will receive a notice with possible reasons for the rejection. Be sure to double-check your chart field combination.
What forms does the Budget Office use and how can I get them?
The following forms are frequently requested from the Budget Office and are available from our Web page. Go to the Budget Office site, then scroll down to the section called Forms. You can also access these forms from the 2002-2003 Annual Financial Plan, (formerly called the Budget Book). Scroll down about 2/3 of the way to the section on Budget Policies. Forms are listed in this section. To download some of these forms, you must use Adobe Acrobat Software. If you do not have this software you can click on the linked section and it will take you to the site with instructions to download the software to your computer. The Budget Request Transfer Form and the Permanent Position Funding Source Document can be completed on-line, or both can be saved on your hard drive for future use.
Forms Include:
Budget Request Transfer Form
Permanent Position Funding Source Document
Instructions for completing the Permanent Position Funding Source Document
Reimbursed Activity Project
Reimbursed Activity Project Proposed Budget
Signature Authorization Form (After the conversion to PeopleSoft, since you must attend the training classes to receive your access to various panels, etc., it was decided that the Budget Office would no longer use the Signature Authorization Form. You should contact the Accounting Office for the revised Signature Authorization Form that still must be completed for Duplicating, Request for Mail/Delivery Service, Petty Cash, Travel and Property.)
How can I look up my account?
First, you must have access to the PeopleSoft panels. Before you are assigned access, you must attend the various training workshops.
Note: The system cannot access Foundation accounts.
Can I transfer funds from my trust account to my general fund account?
No!
Can I transfer funds from my prior year account to my current year account?
No! If you want to transfer expenses, you can contact Jerry Monahan in the General Accounting Office at extension 5039 for detailed instructions.
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