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 the Organization Unit section>Organization Unit configuration screen>Indicators tab.
Depending on the authorization level of the user, the following actions may be available:
Adding a Budget
To add a Budget to this productivity record, complete the following steps.
- Click on the Add button in the left pane.
- 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.
- Click on the Save button to save the record.
Deleting a Budget
To delete one or more Budget records from the open record, complete the following steps:
- Check the box on each record to be removed.
- Click on the Delete Selected button in the left pane.
- A message appears verifying the record should be deleted. Click on Yes to continue.
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.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
Action Buttons
The following Action buttons may be available in the left pane for adding or deleting related records:
Add
The Add button opens a screen where authorized users can create a new record.
To add a new record, complete the following steps:
- From the right pane, click on the Add button.
- A screen is displayed to enter values. The fields with an asterisk are required and must be completed before the record can be saved.
- Click on the Save button to save the record,
Note: For more information, see Adding a New Record.
Delete Selected
The Delete button is used to remove one or more records from a screen.
To delete a record, complete the following steps:
- Click on the selection box to the left of each record to be deleted.
A check mark is displayed
- Click the Delete button.
- If a single record is open, select the Delete button (there are no boxes to select the record).
- A message is displayed verifying the record should be deleted. Click on Yes to continue.
