The Central Budget Management System (CBMS) Training Courses

Training Nomination Form

Please complete the attached form to nominate for a CBMS Training Course(s). The dates and times of the courses in the current schedule are shown on the form.

Training Courses

Course Title and Description Pre-requisite Duration

CBMS Introductory Course

This is only for new CBMS users.

Covers the common basics of using CBMS:

  • Overview
  • CBMS Security
  • Logging on and off
  • Using the CBMS interface and workflow

Note: Available as eLearning.

Commonwealth Government Financial Framework Training (or relevant experience), such as:

2 hours for class room course

Or

Do the eLearning course at your own pace

Appropriations and Cash Management (ACM)

Covers the ACM functions that agencies use:

  • Overview
  • Drawdowns
  • Receipts
  • Journals
  • Reporting
  • Approving

CBMS Introductory Course

2.5 hours

Budget Estimates and Actuals Management (BEAM) Monthly Actuals

Covers the Monthly Actuals functions that agencies use:

  • Overview
  • Manual data entry
  • Using and creating a flat file
  • Basic validation
  • Reporting
  • Approving

CBMS Introductory Course

3 hours

BEAM Monthly Estimates

Covers the Monthly Estimates functions that agencies use:

  • Overview
  • Using the different methods of data entry, ie manual, phasing and flat file uploads
  • Basic validation
  • Reporting
  • Approving

CBMS Introductory Course

3 hours

BEAM Annual Actuals

Covers the Annual Actuals functions that agencies use:

  • Overview
  • Entering Financial Statement and Notes using manual and flat file uploads
  • Basic validation
  • Reporting
  • Approving

CBMS Introductory Course

3 hours

BEAM Annual Estimates (AE) Courses

Annual Estimates (AE) Basic Data Entry

Introduces a user to the Annual Estimates module and includes:

  • How the different CBMS modules interact (with a particular focus on the Budget Estimates and Actuals Management (BEAM) module)
  • How the estimates rounds work
  • Administered versus Departmental
  • The Common Information Tree (CIT) and the Chart of Accounts (COA) structure
  • Entering, validating and approving simple CBMS work items for Departmental, Administered, Capital and Agency Receipt adjustments
  • An introduction to using flat files
  • An introduction to AE reporting

 Note: This course is mandatory for data entry access to the AE Module and a prerequisite for AE Advanced Data Entry.

CBMS Introductory Course

4 hours

AE Advanced Data Entry

This training module focuses on more advanced CBMS estimates adjustments.  We will provide basic background information for each type of adjustment, a worked example and sources of further information.

Topics covered in this module include:

  • Special Appropriations
  • Special accounts
  • Payments to (Appropriations for) CAC bodies
  • Supplementary Appropriation
  • Movement of Administered Funds
  • Rephasing Departmental Capital Budget (DCB) profiles
  • Self balancing transfers
  • Cashflow only journals
  • Balance sheet changes after Final Budget Outcome (FBO)
  • Creation of third forward year (FE3) by building a flat file
  • Indexation and Efficiency Dividend workbooks

AE Basic Data Entry

4 hours

AE Reporting

Detailed analysis and application of the following reporting groups:

  • Adjustment specific reports
  • Standard reports used for analysis
  • Standard reports used to prepare Portfolio Budget Statements
  • Appropriation Bill reports

Note: This course is mandatory for Agency Authorisation access to the AE module.

AE Basic Data Entry

2.5 hours

Interstate Training
(for Agencies located outside Canberra only)

AE Basic Data Entry

This course is mandatory for interstate users to gain Data Entry and Agency Authorisation access to Annual Estimates (AE) in CBMS. The course will introduce a user to such topics as:

  • how the different CBMS modules interact (with a particular focus on BEAM)
  • how the estimates rounds work
  • entering, validating and approving simple CBMS work items for Departmental, Administered, Capital and Agency Receipt adjustments
  • an introduction to using flat files
  • an introduction to AE reporting.

CBMS Introductory Course

4 hours

AE Revision

Whilst not mandatory, this part of the course follows on from AE Basic Data Entry with an opportunity for a refresher of information learnt on the first day, question and answer time and a look at some more complex adjustments (as per the Advanced AE training) that might be relevant for your particular agency. These adjustments could include Special Appropriations, Special Accounts, Payments to (Appropriations for) CAC bodies, Movement of Administered Funds, Rephasing DCB profiles and creation of FE3 by building a flat file.

Interstate Agency - AE Basic Data Entry

2 hours

Monthly Estimates, Monthly Actuals and Annual Actuals (combined)

As described in course outlines above.

CBMS Introductory Course

4 hours

AE Finance Staff Only

AAU Finance Validation

Note: This course is mandatory for Finance Validate access to the AE module.

Introduces Budget Group AAUs to the annual estimates processes with a focus on understanding and validating agency adjustments in CBMS. Emphasis on getting the numbers right and their effect on different Budget Papers, Bills and government decisions.

Topics covered include:

  • Budget rounds, processes and outputs
  • An overview of BEAM
  • Accrual budgeting and introduction to agency and whole of Government financial statements
  • Whole of Government reporting concepts including related entity transactions, movement accounts, underlying cash and fiscal balance
  • Working through basic agency adjustments in CBMS
  • Checks to conduct prior to validation (eg Validation Check List)
  • Introduction to available AEs reports in CBMS
  • Using flat files to upload data and as a tool to analyse data
  • Bulk processing including copy and reverse functions
  • Importance of reconciling BPCD with BEAM

Note: Course held over 2 half days and must be attended on consecutive days.

CBMS Introductory Course

2 x 3 hours
(split over 2 days)

 

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