CPBS Web - Financial Planning Instructions
Use the listing of actions below or click an arrow to view instructions.
- 1.0 Visual Clickable Key
- 2.0 Entry Status Indicators & Tab/Enter Key Fucntion
- 3.0 Key Field Entry & Next Previous Record Navigation
- 4.0 File Menu
- 5.0 Tools Menu
- 6.0 Edit Object Code Link
- 7.0 Financial to Workforce Hot Link
- 8.0 Worksheet Presentation
- 9.0 Financial Account Inquiry
1.0 Visual Clickable Key
Click on the arrows below to navigate to additional information.
2.0 Entry Status Indicators & Tab/EnterKey Function
The tab and enter keys now provide the same functionality. "Tab" from a field following an entry or "enter" an edit and the field being edited initially turns red to indicate processing activity. Wait to continue with data entry until the field has become teal or white in color.
Entry Field Color Code Key:
3.0 Key Field Entry & Next Previous Record Navigation
Navigate directly to any valid account. Enter the account and enter (or click next). If you don't know the account number, return to the account selection screen using the "Financial" > "Edit Worksheet" button.
Navigate through accounts using the next and previous buttons.
4.0 File Menu
Print Worksheet - Prints the current screen. - Recalc & Save - Updates totals, subtotals, and benefits. Saves the result.
- Recalc & Save - Updates totals, subtotals, and benefits. Saves the result.
- Recalc - Updates totals, subtotals, and benefits but does NOT save the result.
- Logoff - Ends the current web and CPBS session. Returns the user to the CPBS logon.
- Export Worksheet - Open or save the current worksheet in Excel. The exported data may be saved and opened through Excel (see sample financial screen below).
Important Note:
If Excel is not available the worksheet data will be presented in raw data form in the browser window. The window may be saved and opened as a comma delimited file in most spreadsheet applications.
5.0 Tools Menu
Refresh
Account Info - General account information.
Add Object Code
Selecting "Add Object" from the Tools pop-up presents a listing of available CPBS defined object codes. Select an object code by clicking the underlined reference number or entering the desired object code directly in the edit field. Add the selected object code to the worksheet by selecting "Submit Object Code."
6.0 Edit Object Code Link
Edit Object Code
Modify current object code detail including budget amount.
Copy Current Year
Inserts the "Current Year Entry" detail in the "Next Year Budget" location.
7.0 Financial to Workforce Hot Link
Click the hot link button to view the referenced workforce record. You will be prompted to save any unsaved edits before viewing the related financial worksheet.
Important Note:
Failure to save edits to the current record before attempting to navigate to another record or to hot link to workforce planning will result in the presentation of the save reminder screen.
8.0 Worksheet Presentation
Collapse/Expand
Categories may be viewed in detail and summary formats. To collapse or expand a category click on the row label.
Edit
Account rows may be edited in both detail and summary view.
9.0 Financial Account Inquiry
This screen presentation is available from the Financial tab (select "Financial" > "Account Inquiry") in the screen header menu.
Financial Acct Inquiry File Pop-up - Use the file pop-up menu to export the worksheet as a comma delimited file (Excel spreadsheet compatible). This is the same functionality available in the financial worksheet.