How To:  Create or Modify a Soft Budget in CMS

1. Go to https://ofweb.stanford.edu
2. Enter your SUNet ID and Password
3. Click SU CMS USER to open CMS

1. Select Accounts tab
2. Enter account (PTA) search criteria
3. Click Go – Execute Your Search
4. Find PTA in search results
5. Click Project-Task-Award link to access the Accounts Overview screen

1. From the Account Overview screen, select Add Soft Budget
   
   
   Note:  The Add Soft Budget tab will change to Edit Soft Budget if a Soft Budget has already been created for the PTA.
   
   
2. From either the Add Soft Budget or Edit Soft Budget screen, select a time Period from the list
3. Click Create Soft Budget
4. Modify the amounts in the Soft Budget by Period column (these are duplicates of the Hard Budget until modified)
   
   
   Note:  If you have a PTA with no Hard Budget, you must manually add lines and enter expenditure types and dollar amounts.
   
   
5. Click Add Line to add expenditure types and Soft Budget amounts, or click Remove Line to delete lines previously added
6. Click Save

Note:  CMS will not automatically generate Staff Benefits, Tuition Grant Program (TGP), Indirect Cost, or Infrastructure charges when you create or modify a Soft Budget for new employees. You must add Soft Budget amounts for each associated Expenditure Type.