CMS Manuals & Quickguides

The following quickguides are available to help you with CMS Financials processes. Click on the name to access the desired manual or quickguide:

Brio Instructions

• BRIO Reporting Instructions
• Changing a Password to BRIO
• BRIO/Query OCE Instructions
• BRIO/Query Repository Reports
• BRIO/Query Reporting Limits
• Source Guide for BRIO/Query Transactions Report

Budget Transfers

• Budget Transfer Instructions
• Budget Transfer Rules
• Unsuccessful Budget Transfers

Purchase Orders - PeopleSoft v.8.4

Portal User Name/Password

• Portal Initialization Guide
• Portal Password Change/Reset Guide

Log into PeopleSoft v.8.4

• Welcome to People Soft 8.4 Production
• Welcome to People Soft 8.4. Non-Production (Practice Site)

Quick Guides

• Add/Edit Favorite
• Category Listing
• People Soft Standard Comments
• Purchase Order Entry Quick Guide
• Purchase Order Print Quick Guides
• Shortcut Keys

Manuals

• Find An Existing Value Manual
• Purchase Order Entry Manual
• Purchase Order Multiple Distribution Manual
• Purchase Order Print Manual