Business Operations Forum

1
Business Operations Forum

• University Center Living Room
• September 21, 2006
• 2-330

2
Overview of Today

• Welcome
• Topics of Interest
• CMS Reports Whats Available?
• Questions Answers

3
Welcome

• John Fitzgibbon

4
Topics of Interest

• Revenue Management Program
• John Fitzgibbon
• Procurement Card
• Art Evjen
• HR 8.9 Upgrade
• Monica Galligan
• Training Administration
• Dennis Hungridge

5
Available CMS Reports

• Finance Reports
• Susan McFarlane
• CSUMB Custom SQR Reports
• AP Detail Activity
• GL Department Activity
• GL Detail Activity
• PO Open Commitment

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Available CMS Reports contd

• nVision Reports
• DFA_xxxx Department by Fund by Account
• CF_xxxxx Class by Fund by Account
• PGFA_xxx Program by Fund by Account
• PFA_xxx Project by Fund by Account
• TB_xxxxx Trial Balance by Fund
• Drill Down can be used on all above nVision
  reports.
• Finance Queries

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Available CMS Reports contd

• Payroll Reports
• Laurie Dixon
• HR Expenditure Detail Activity by Accounting
  Month by Department
• HR Expenditure Detail Activity by CSU Charge
  Period by Department

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Available CMS Reports contd

• Student Time Reports
• Monica Galligan
• Note everyone has access to CMS HR
• Monthly Student Time
• CSUMB Student Time Adjustment
• CSUMB Student Voucher
• M\CMS\public\Team HR\Query

9
Additional Information

• To sign up for an open lab session
• http//cms.csumb.edu/site/x6131.xml
• To sign up for training classes
• http//it.csumb.edu/training/cms.html
• Samples of todays reports can be found at
• M\CMS\public\training\business operations
  forum\report examples
• Job Aids can be found at
• M\CMS\public\Training\Job Aids

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Q A