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).
Step 2 – From the Accounts Balances screen, search and select the account (PTA) for which you want to create or modify a Soft Budget
- You can now see the Soft Budget from the Account Overview screen and view uncommitted account balances with or without CMS Soft Budgets.