Budgets

The Budgets button opens a screen to add, delete or update the budgeted levels within the specified Productivity record. Budgets can be set up for daily, monthly, weekly, pay periods, or yearly values. These budgeted values can be compared to actual and target values in reports.

The effective date, number of units and optional coverage period of values can be edited when a record is opened.

Note  

The budgeted value time frame is selected on Organization Unit > Organization Unit > Indicators.

Depending on the authorization level of the user, the following actions may be available:

To add a budget to this productivity record, complete the following steps.

  1. Click on the Add button in the left pane.

  2. Enter the Transaction Date, the Number of Units, and the Coverage Period Code for the related record. Click on the links for explanations of each field.

  3. Click on the Save button to save the record.

To delete one or more budget records from the open record, complete the following steps:

  1. Check the box on each record to be removed.

  2. Click on the Delete Selected button in the left pane.

  3. A message appears verifying the record should be deleted. Click on Yes to continue.

Depending on the page displayed, the following fields may be available:

Coverage Period Code

Number of Units

Transaction Date

The following additional section options are available in the left pane:

General

Job Classes

Positions

Standards

Reporting Categories

Coverage Period Code

The coverage period these budgeted values apply to, if applicable. If the budget value is not specific to a coverage period, leave this field blank.

Number of Units

The number of productivity units authorized for the budget.

Transaction Date

The date these specific budget values become effective.

Action Buttons

The following Action buttons may be available in the left pane for adding or deleting related records:

The Add button opens a screen where authorized users can create a new record.

To add a new record, complete the following steps:

  1. From the right pane, click on the Add button.

  2. A screen is displayed to enter values. The fields with an asterisk are required and must be completed before the record can be saved.

  3. Click on the Save button to save the record.

    Note  

    For more information, see Adding a New Record.

The Delete button is used to remove one or more records from a screen.

To delete a record, complete the following steps:

  1. Click on the selection box to the left of each record to be deleted.

    A check mark is displayed

  2. Click the Delete button.

  3. If a single record is open, select the Delete button (there are no boxes to select the record).

  4. A message is displayed verifying the record should be deleted. Click on Yes to continue.