A CMS Soft Budget is a hypothetical budget you create for forecasting purposes. This page provides instructions of creating or modifying Soft Budget in CMS.
Create or Modify a Soft Budget in CMS
Before You Start
CMS Soft Budgets do not change the Hard Budget, which is the official budget for a PTA as recorded in the university budget systems (Tidemark and iBudgets).
- Enter ofweb.stanford.edu in the browser
- Click Login
- As prompted, log in using SUNet ID and password
- Click SU CMS USER
- Select Accounts tab
- Enter account (PTA) search criteria from the Account Balances screen
- Select Go – Execute Your Search
- Find PTA in search results
- Select Project-Task-Award link to access the Accounts Overview screen
- Select Add Soft Budget from the Account Overview screen
The Add Soft Budget tab will change to Edit Soft Budget if a Soft Budget has already been created for the PTA. - Select a time Period from the list from either the Add Soft Budget or Edit Soft Budget screen
- Select Create Soft Budget
- Modify the amounts in the Soft Budget by Period column (these are duplicates of the Hard Budget until modified)
If you have a PTA with no Hard Budget, you must manually add lines and enter expenditure types and dollar amounts. - Select Add Line to add expenditure types and Soft Budget amounts, or click Remove Line to delete lines previously added
- Select Save
CMS will not automatically generate Staff Benefits, Tuition Grant Program (TGP), Indirect Cost, or Infrastructure charges when you create or modify a Soft Budget for new employees. You must add Soft Budget amounts for each associated expenditure type.
What Happens Next?
- You can now see the Soft Budget from the Account Overview screen and view uncommitted account balances with or without CMS Soft Budgets.