University Budget & Fiscal Planning offers the following services to help with your budget planning and your daily budget decisions and support. We encourage you to contact us with any questions and involve us as much as possible in your financial, or financial system, issues. Call us for more details or to request these services.

  • PeopleSoft, Dashboard, or Questica Security Access
  • Finance/LCD Dashboard Training
  • Questica Planning and Reporting Training
  • CMS (PeopleSoft Financials) Production Support
  • Budget Development & Reconciliation Consulting
  • Consulting on Cal Poly & CSU Business Practices
  • Assistance with the Development of Long-Range Planning Models

Whether you are a first time user or just need advice on how to set up, monitor, and organize your budget, our staff is available to get you started and to familiarize you with the budget process.

Please contact us for an appointment.

CMS Finance Support

CMS Finance Support is responsible for running all the fiscal month end processes, which provide your department with its revenue and expenditure information. This information can be obtained through the Finance Dashboard. Please feel free to contact us if you have any questions regarding your reports or transactions in PeopleSoft Financials.

In addition to the monthly reports we are responsible for updating the datamart tables for financials including the Labor Cost Tables for payroll information. This datamart is accessed using the Labor Cost Dashboard.

We also provide security to the PeopleSoft Financial Systems for all users. For information on accessing the PeopleSoft Finance application, contact the CMS Finance Lead. Your individual security profile will be established based on your job duties.