Accessing the Common Finance System from the CSU Portal
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Navigate your browser to http://www.csub.edu/cms Click on the CSU Portal Login Icon |
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Select the Bakersfield Campus from the drop down list and Click Login |
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The CSU Bakersfield login screen will appear. Please enter your NetID, your NetID password, then click on Login
Note: Your NetID is the same ID & password you login into your campus PC Workstation, Campus Wireless, etc. There are help links on that CSU Bakersfield login page if you need assistance. |
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Upon successful login, you'll end up in your CSU Portal homepage. For most Departmental users, you'll access the Financial Reports menu to get to the Data Warehouse. Fiscal (BAS) users will also be accessing the Financial Services menu to get to CFS.
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(primarily for Departmental users. Must have PeopleSoft Security Role CFSCSU_FS_DWReporting_01 to access) |
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| Click on the Financial Reports Menu |  |
| Click on the Login link |  |
| A new browser window (or tab will appear) while you are logged into the Data Warehouse. |  |
| Upon successful connection, you should get your Data Warehousing Dashboard. |  |
| Accessing Financial Services (primarily for BAS/Fiscal Services staff) | |
| Click on the Financial Services Menu |  |
| In the CFS Login box, click on the Production link |  |
| A new browser window (or tab will appear) while you are logged into CFS. |  |
You should now see your PeopleSoft/CFS Menu. Congratulations!
If you do not get see a menu as such and get a login page, Please see Troubleshooting at the bottom of this page. |
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| When you complete your session, click on the Sign out link and be sure to close your browser session. |  |
| Troubleshooting | |
After successfully logging into the CSU Portal with your NetID & password, If you receive this login page with the message Your User ID and/or Password are invalid. when trying to access Production, this means that you do not have access to CFS. Please validate with your supervisor that you've filled out an access request form & that you've been approved for CFS access. |
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| Using Internet Explorer 9.0, CFS Data Warehouse links do not work. | In order to use Internet Explorer 9.0 for the CFS Data Warehouse, you must turn on Compatibility Mode so that you can click on any links. Login to the CFS Data Warehouse and navigate to the Data Warehouse Dashboard. On the address bar, click on the Compatability View icon (as illustrated below):
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