Capital Budget System (CBS)

Internet Explorer, Microsoft Edge, and Google Chrome in Compatibility Mode (Tools > Compatibility View Settings > Add ofm.wa.gov in the “Add this website” box and click add)

To add Internet Explorer compatibility:

• In Edge: go to settings (the three dots to the right of the address bar), Default browser, Internet Explorer compatibility – Incompatible sites only.
• In Chrome: go to settings (the three dots to the right of the address bar), Privacy and Security, Pop-ups and redirects, add cbs.ofm.wa.gov. Return to Privacy and Security, Site Settings, CBS will show under Recent activity. Click on the arrow on the side down, this will open the site permissions and options. All options should be on Ask or Allow (default) except: Pop-ups and redirects should be on Allow. Ads & Insecure Content: Blocked (default). Sound will be Automatic.

Note: If these settings are greyed out, please work with your internal IT staff.

In order for CBS to work, pop-up blocker must be for this site. This is a two-step process that from the Internet Explorer: Select Tools, Pop-up Blocker, TURN OFF POP-UP BLOCKER Select Tools, Compatibility View Settings. Once in the Compatibility View Setting *wa.gov will be in the “Add this Website”. Administrative rights are needed to click the “ADD” Icon. (Note:  If this is greyed out work with agency internal IT staff.)

• In Edge, go to settings (the three dots to the right of the address bar), Cookies and Site Permissions, Pop-ups and redirects, add cbs.ofm.wa.gov.

• In Chrome: (the three dots to the right of the address bar), Privacy and Security, Pop-ups and redirects, add cbs.ofm.wa.gov.

Note: If these settings are greyed out, please work with your internal IT staff.

A report is available if you have access to the Budget Reports within the Reporting Portal. Steps to get report:

1. Select the Budget Reports Folder
2. Then select Agency Access Reports
3. Double click on the report “List Budget Login ID” to schedule the report. It will default to your agency. You can use the “Sort List By” to sort by “Budget System” and then click Schedule.
4. The report will show the status and will auto refresh until it has successfully completed.
5. Double click on the line for the report and it will open. You can then click on CBS from the Group Tree. This will take you to the CBS section where you can view your agency users for each security level.

Complete and submit a BudgetWorks Security Request Form and mail it to mailto:HereToHelp@ofm.wa.gov.

Yes, you can run a pre-release edit check at any point, by selecting the project(s) from the Projects tab and clicking Prerelease. All the edits for your security level will be displayed as of that point in time.

The “User Defined” field is available to agencies to enter whatever information helps you to further define their projects.

The location requirements are different based on the Project Class selection. For a Parent Project the location for County, City and Legislative district should be statewide or left blank, and each Subproject should have the specific location information.

Please go to the Office of Financial Management (OFM) website for the Capital Budget.

Some of the topics available on this site are:

• Capital Budget Instructions
• Capital Plan Instructions
• A/E Fee Guidelines
• A/E Fee Schedule
• Predesign Manual