linear_scale How To

Forecast in CMS

This page is for Stanford school and department staff who use the Commitment Management System (CMS) for financial forecasting and planning. It provides instructions for forecasting a change to employee distribution of effort, leave, other compensation, a change in salary, mass salary increase and a change to employee FTE percentage. For more information about CMS policies and required training, visit the Commitment Management System overview.

Forecast Change to Employee Distribution of Effort

Changes to employee effort can be forecasted to a different account (PTA) or as a change in the percentage of effort.

All pay lines associated with an employee are visible, regardless of authority; however, only lines for which the user has authority for the PTA can be edited. As a result, the total distribution percentage (Dist %) may exceed 100% if other PTAs are included.

Employee records must exist in PeopleSoft and Oracle Labor Distribution in order for information to be available in CMS for forecasting and reporting purposes

  1. Enter ofweb.stanford.edu in the browser
  2. Select Login
  3. As prompted, log in using SUNet ID and password

  1. Click SU CMS USER

  1. Select the People tab
  2. Enter search criteria in the Manage People screen Search criteria can be by name of person, HR Org, or attributes of the PTA(s) paying them
  3. Select Go – Execute Your Search

  1. Select Assignment No./Student ID link
  2. Select Salary Distribution tab from the People Planning by Person – Employee screen
  3. Modify salary distribution in one of the following ways:
    • Edit the existing field values (Project-Task-Award, Exp Type, Commit Start Date, Commit Stop Date, and/or Dist %)
    • Add Line(s) and enter new field values
    • Copy Line and edit field values
    • Remove Line as needed
  4. Select Save
What Happens Next?
  • To remove forecasted changes, select the Reset CMS to Match Hard button. All salary distribution lines will be reset to match current Hard Commitment data from PeopleSoft and Oracle Labor Distribution. The Reset to Match Hard functionality in CMS requires salary update authority over all of an employee's schedule lines within the CMS Commitments section; otherwise, the Reset to Match Hard button will be unavailable.
  • The new forecasted salary is available in the People > Monthly Spread tab and on the Accounts > Account Overview tab.
     

Forecast Change to Leave

Leave is generally represented as credit to expense. CMS calculates leave credit based on salary, working days in a month, and number of days of leave (to be taken).

  1. Enter ofweb.stanford.edu in the browser
  2. Select Login
  3. As prompted, log in using SUNet ID and password

  1. Click SU CMS USER

  1. Select the People tab
  2. Enter search criteria in the Manage People screen Search criteria can be by name of person, HR Org, or attributes of the PTA(s) paying them
  3. Select Go – Execute Your Search

  1. Select the Assignment No./Student ID link from the search results
  2. Select Leave tab from the People Planning by Person – Employee screen
  3. Select Add Line
  4. Select Leave Type from the drop-down box
  5. Click calendar icon to select Start Date
  6. Click calendar icon to select Stop Date 
    Calculated Salary Credit is displayed. If further edits are made, click Calc button to re-calculate salary credit.
  7. Select Save and Update PTA Distribution
What Happens Next?
  • View the leave forecast in the People > Monthly Spread tab.
  • View the leave credit on the Account Overview screen from the Accounts tab. Forecasted leave shows as a credit to (or against) the leave expenditure type.

Forecast Change to Other Compensation

In CMS, Other Compensation mirrors earning codes in Oracle, and includes bonus, housing allowance, supplemental pay and other compensation.

  1. Enter ofweb.stanford.edu in the browser
  2. Select Login
  3. As prompted, log in using SUNet ID and password

  1. Click SU CMS USER

  1. Select the People tab
  2. Enter search criteria in the Manage People screen Search criteria can be by name of person, HR Org, or attributes of the PTA(s) paying them
  3. Select Go – Execute Your Search

  1. Select the Assignment No./Student ID link for the person whose compensation is being forecasted
  2. Select Other Compensation tab from the People Planning by Person – Employee screen
  3. Select Add Line
  4. Enter or search for Project, Task, Award
  5. Select the Comp Type from the drop-down box
  6. Enter or search for Expenditure Type
  7. Select One-Time or Recurring
  8. Enter or search for Commit Start (Payroll Start Date)
  9. Enter or search for Commit Stop (Payroll End Date)
  10. Enter forecasted Other Compensation amount in Pay Period Amount
  11. Enter Notes (optional)
  12. Select Save
What Happens Next?
  • The Other Compensation forecast is available in the People > Monthly Spread tab.
  • The Accounts Overview screen in the Accounts tab displays the Other Compensation forecast as a credit to the Other Compensation expenditure type.
     

Forecast Change in Salary / FTE Percentage

Employee records must exist in PeopleSoft and Oracle Labor Distribution in order for information to be available in CMS for forecasting and reporting purposes.

  1. Enter ofweb.stanford.edu in the browser
  2. Select Login
  3. As prompted, log in using SUNet ID and password

  1. Click SU CMS USER

  1. Select the People tab
  2. Enter search criteria in the Manage People screen Search criteria can be by name of person, HR Org, or attributes of the PTA(s) paying them
  3. Select Go – Execute Your Search

  1. Select Employee Assignment No./Student ID link
  2. Select Salary / FTE tab from the People Planning by Person – Employee screen
  3. Select Add Line
  4. Click calendar icon to select new Salary Start Date 
    Salary Start Date must be after the most recent payroll posted date.
  5. Enter the new salary amount in the Hourly Rate/Annual Salary @ 1 FTE column (cannot be blank )
  6. Enter the new FTE percentage in the Effective FTE column (cannot be blank)
  7. Enter Notes (optional)
  8. Select Save
What Happens Next?
  • The new forecasted salary is displayed in the People > Monthly Spread tab and on the Accounts > Account Overview tab.

Forecast Mass Salary Increase Across an Org

A Mass Salary Increase in CMS enables forecasting of salary increases across an organization. Once a Mass Salary Increase is SAVED, a “mass removal option” is not available. Instead, you may:

  • Modify the salaries for each individual, or
  • Create a Mass Salary Increase that is a NEGATIVE percent, effectively erasing the initial increase.

If a negative adjustment is applied after individual salary increases have occurred since the original mass salary increase, the adjustment will be made to the most recent effective salary.

  1. Enter ofweb.stanford.edu in the browser
  2. Select Login
  3. As prompted, log in using SUNet ID and password

  1. Click SU CMS USER

  1. Select People tab from the Manage People screen
  2. Select Mass Salary Increase button 
    The History Tab on the Mass Salary Increase screen will provide information on Mass Salary Increases that have occurred in the past 12 months.
  3. Enter or search for Organization Code

  1. Click Add Line from the Mass Salary Increase screen
  2. Click calendar icon to select Effective Start Date
  3. Enter Expenditure Type Range:
    • Enter or search for From Exp Type
    • Enter or search for To Exp Type
  4. Enter Percent Increase
  5. Select Run Mass Salary 
    As needed, select View Previously Run Mass Salary.
What Happens Next?
  • View Mass Salary Increase in the Monthly Spread tab.
  • View the Mass Salary Increase forecast in the Accounts tab.
Last Updated: Oct 28, 2025
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