This page provides instructions of creating and modifying custom periods to forecast activity beyond the fiscal year period for non-sponsored accounts or beyond the active installment period for sponsored accounts.
Before You Start
Gather the account (PTA) and related information.
- 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
Create a New Custom Period
- Select Project-Task-Award link to access Accounts Overview screen
- Select Add Custom Period
- Select the checkbox in the Active column from the Add Custom Period screen
- Select a month and year from the Start Date and End Date drop-down lists
- Enter Notes (optional)
- Click Save
Modify a New Custom Period
- Select Project-Task-Award link to access Accounts Overview screen
- Click Edit Custom Period
- Modify the Start or End Date from the Edit Custom Period screen
- Enter Notes (optional)
- Click Save
What Happens Next?
- Use custom periods to generate reports showing activity beyond the fiscal year period for non-sponsored accounts or beyond the active installment period for sponsored accounts.