Fingate Funds Management > CMS > How To... > Create or Modify a Soft Budget in CMS

How To:  Create or Modify a Soft Budget in CMS

Before You Start

A CMS Soft Budget is a hypothetical budget you create for forecasting purposes. CMS Soft Budgets do not change the Hard Budget, which is the official budget for a PTA as recorded in the University budget systems (Hyperion and iBudgets).

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  Step 1 – Log in to CMS

  Step 2 – From the Accounts Balances screen, search and select the account (PTA) for which you want to create or modify a Soft Budget

  Step 3 – Add or modify Soft Budget details

 

What's Next?

  • You can now see the Soft Budget from the Account Overview screen and view uncommitted account balances with or without CMS Soft Budgets.

 

 

 

 

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