CMS Hands-on Lab Acquiring Core Skills in CMS

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

Passive Training Approach & Adoption Facilitation vs. Teaching Hands-on Activities Learner Participation in Discussions Support --- Classroom Partner --- Team Buddy --- Best Buddy Adoption Interactive

Learner Introductions Introduce yourself How you intend to use CMS

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

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

1. Intro & Review – 30 minutes Terminology & Concepts Data Source Review and Browser Specs Tabs Review CMS Navigation Review Agenda 2. Lab Work – 2.5 hours Core Skills Acquisition (???) Complete Checklist Questions Reporting & Analysis - Challenge 3. Adoption & Support Gain Access Online Resources Follow-up Warning – Learners Moving Fast

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

CMS Data Source Review “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 Browser Specs What are the recommended browsers for PC? PC: Internet Explorer Mac: Safari & Citrix What are the recommended browsers for Mac?

On which tab would you: Tabs Review forecast vacation leave credit create a soft commitment for goods & services enter a soft budget forecast change to FTE forecast a salary distribution

Activity Setup and Logon 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 = Resource: Use How-To screen on CMS website, if needed

Demo / Activity Watch Me First!! Then Try It!!!

Creating PTA Nicknames & My Favorites Demo 2: 1. Search (simple or advanced) for your assigned PTAs in the setup tab 2. Set up 2 Nicknames (Consider naming conventions in your department) 3. Set up a Favorite (Cluster in meaningful names for reports) 4. Resource: Use Step-by-Step if needed

Creating a Soft Budget Demo 3: 1. Search (simple or advanced) for your assigned PTAs in the account tab 2. Select your PTA 3. Add a soft budget 4. Create or increase your soft budget for travel (using expenditure type 52410) by $50, Create or increase your soft budget for professional services (using budget category 5420B) by $20, Consider: How would you use this with custom periods?

Creating a Soft Commitment – Goods and Services Demo 4: 1. Create a soft commitment for office supplies (using expenditure type 55110) by $5, One half the class creates a recurring commitment The other half of the class creates a one-time commitment 2. Search your PTA, review and increase the soft commitment by $1, Extra : Search (simple or advanced) for your assigned PTAs in the Goods and Services tab, locate a hard commitment and decommit or suppress Consider: Why would you decommit? Why would you suppress? What are the potential/risk issues using this?

Creating a Soft Commitment - People Tab Demo 5: 1. Create a soft commitment for a forecasted hire of a new research assistant for $ on your sponsored PTA (using expenditure type 51460) Try the other option: Recurring commitment One-time commitment Consider: When would you use a recurring vs. a one time?

Forecast Change to Employee Distribution of Effort Demo 6: 1. Search (simple or advanced) for your assigned PTAs in the People tab 2. Select your Employee Assignment No. 3. Create a modified hard commitment for distribution of effort between your sponsored PTA (50%) and non-sponsored PTA (50%) through December 31, 2011 Consider: When would you forecast a change to employee distribution of effort?

Forecasting Other Compensation – People Tab Demo 7: 1. Search (simple or advanced) for your assigned PTAs in the People tab 2. Select your Employee Assignment No. 3. Create a recurring forecasted other supplemental for $ 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 Leave Demo 8: 1. Search (simple or advanced) for your assigned PTAs in the People tab 2. Select your Employee Assignment No. 3. Create a vacation forecasted from June 6 st thru June 20 th 4. View the leave credit calculated Consider: Will leave credit be calculated for all PTAs to which employee’s effort is distributed? What is the benefit of forecasting leave?

Forecasting Change in Salary – People Tab Demo 9: 1. Search (simple or advanced) for your assigned PTAs in the People tab 2. Select your Employee Assignment No. 3. Modify hard commitment data by adding a line and increasing the employee’s salary by $10, effective September 1, 2011 Consider: What is the benefit of forecasting change in salary or FTE?

Generating Reports Demo 10 – Each team: 1. Using advanced Search, enter Favorite grouping and select both your assigned PTAs 2. Select period to run and soft budget version 3. 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?

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

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