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CMS Finance

CMS Finance

The CMS Finance group provides operational and end user assistance for PeopleSoft upgrades, in addition to day to day Common Financial Systems (CFS) and Data Warehouse (DWH) functional needs.

This team provides:

Security Access and Maintenance

CMS Finance provides security access and maintenance for CFS PeopleSoft, Data Warehouse, and CS Link for Finance Only. The department is also responsible for the management (activation and inactivation) of chartfields within CFS PeopleSoft and for adding/removing names within the Delegation of Authority. Each process begins with the end user completing one of the forms below.

Finance Authority Application (FAA) Form (PDF)
Instructions for Finance Authority Application (PDF)
Security request to access CFS PeopleSoft and/or Data Warehouse.

Chartfield Request Form (PDF)
Instructions for Chartfield Request (PDF)
Used to request new or inactive chartfield value(s); Fund, Dept, Account, Program, Project, Class, Speedchart.

Delegation of Authority (DOA) Form (PDF)
Instructions for Delegation of Authority (PDF)
Used to request a name be added to the Delegation of Authority as an approving authority. To get a better understanding of how Signature Authority and Delegation of Authority work together, reference Signature and Delegation of Authority Overview.

CS Link for Finance (PDF)
Instructions for CS Link for Finance (PDF)
Security request to view LBFDN ADS Payroll reports in CS Link.

CFS PeopleSoft and Data Warehouse (DWH) Training

CMS Finance provides training on CFS PeopleSoft (CFS) and Data Warehouse (DWH). If you are interested in attending training, register for the applicable classes using the Financial Management Training Course Catalog. If a training class is not available on the topic you are interested in, you have a specific issue to address, or if you desire a custom training session for a group of people, reach out to us directly to discuss your options. The following guides are referenced in the training classes but they may also be used independently.

Chartfields, Speedchart & Approvals (PDF)
Audience: All CFS PeopleSoft or Data Warehouse Users
Revision Date: 07/2019

Accounts Payable & Payment Inquiries (PDF)
Audience: All CFS PeopleSoft Users
Revision Date: 07/2019

CFS 9.2 Procurement Card Training Guide (PDF)
Audience: Procurement Card Holders
Revision Date: 07/2019

DWH 12c ALL Business Units Reporting Training Manual (PDF)
Audience: Data Warehouse Users
Revision Date: 03/2019

Requisition & Purchase Order Inquiries (PDF)
Audience: All CFS PeopleSoft Users
Revision Date: 07/2019

CFS Resources

In addition to training, the following are available as additional resources for campus and operational users.

  • Fund Rules Matrix (XLS) provides a key as to each group of funds within CFS are set up. It can be used to find a description of a fund type.
  • Account List (CSV) is updated daily and provides a comprehensive list of all active accounts.
  • Department List (CSV) is updated daily and provides a comprehensive list of all active departments.
  • Campus Single Sign On (SSO) is where an end user will access CFS and DWH chiclets.
  • Two Step Verification (DUO) will provide additional information on how to set up the app on your electronic device which enables the second layer of authentication to use CFS.

CMS Finance is the main campus resource for all Common Finance System (CFS) and Data Warehouse (DWH) questions.