Updates and News
2013/2014 Budget Preparation Cycle
PeopleSoft Sign-on Instructions for ALL Users
PeopleSoft version 9.0 is accessible from the web for ALL users. Sign-on information is below:
The URL to access PeopleSoft version 9.0 is:
To start the application, you should copy this URL, open Internet Explorer, paste it in the Address bar of Internet Explorer, and Click Go.
From the PeopleSoft 9.0 sign-on screen, enter your CBM userid and password in all capitals and click Sign In.
If you have forgotten your PeopleSoft password, you should contact the Computer Accounts office either by calling 2-8011 or by submitting a trouble ticket using this URL:
When you contact Computer Accounts, identify your problem as a "PeopleSoft Admin. Password problem."
New for Model 2014:
In order to use the ‘Download to Excel’ feature in PeopleSoft 9.0, you will need to add https://psns.cc.stonybrook.edu to your trusted sites in Internet Explorer. (This only needs to be done once.) To do this:
The CBM online user manual can be accessed from any CBM page by clicking on this link:
If you zero the AF Compensation Rate and/or FTE for a split employee, you will receive a warning. This feature was added so that users are reminded to send email notification to the VP area coordinators who share their split employees.
The USB Change form is available from CBM. This form contains FTE, Compensation Rate, Salary Rate, and Job Earnings Distribution accounts and percentages from CBM. Users can print this form for AF employees and submit it for authorization before sending to HR.
You have the ability to “clone” a complete CBM Employee record (demographic, salary, and OSE data) into a new CBM employee record. All data from the existing employee, except for Emplid, SSN, Name, and Position, will be copied to the “clone”. A new ‘C’ Emplid will be automatically generated from CBM.
There are additional GL classes on the Account OSE and OTPS pages to help clarify budget items for Form1.Printing Instructions Document
There is a document with CBM printing instructions on our website under Budget Development — Manual to familiarize you with the steps to follow to print your CBM reports:
The “Proposed” fields in model 2014 will be pre-loaded with the following:
IFR cash balances will be loaded as of 12/31/12 for University Hospital and SOM/HSC IFR accounts for models 2014 and O2015. 7/1/12 IFR cash balances will be loaded for model C2013 for all accounts. For West campus, IFR cash balances as of 3/31/13 will be loaded in CBM for model 2014 and O2015.
SBF cash balances as of 12/31/12 were loaded for University Hospital and SOM/HSC accounts for model 2014 and O2015. 7/1/12 SBF cash balances were loaded for model C2013 for all accounts. For West campus, SBF cash balances as of 3/31/13 will be loaded in CBM for model 2014 and O2015.
The estimated IFR fringe rates have been loaded in CBM. IFR fringe rates may change in March/April when we get final figures from the Office of the State Comptroller. Please check your IFR accounts for negative balances if you are notified that the official IFR rates have been updated in CBM.
RF and SBF fringe percentages were updated for C2013, 2014 and O2015.
The current OASIS projects have been loaded into PeopleSoft. For IDC and CPMP, these Award-Project-Tasks have been converted to ‘431’ or ‘436’ account numbers.
Effective Model 2013:
Effective Model 2012:
There is a new report to display the notes related to your accounts. (14 Account Notes Report)
Effective Model 2011:
Effective Model 2010:
Effective Model 2009:
Effective Model 2008:
Effective Model 2007:
New accounts that are created through the Accounting Office are programmatically added to CBM every Friday and available in CBM on Monday mornings.
When budgeting negative allocation, you MUST include a clarifying note in the OSE or OTPS notes field. If your note is not clear, your budget entry will be rejected!!
The budgeted figures in negative and positive interchange accounts must match by object.
If you budget any negative OSE in your State accounts for employees whose salary expenses you plan on charging to other funds during the year (i.e. summer session, IFR accounts, Member Items, etc.), you must decrease your State account FTE accordingly. To do this, budget an employee record in the State account with negative FTE with zero dollars. The net budgeted instructional and non-instructional FTE's in every State account should reflect the actual portions of their salaries which will be charged to them in FY 11/12. As with all negative entries, make sure to include an explanatory note.