Workforce Budgeting uses a Decision view to:
- Apply Architect employee
detail budgeting security. If a user has read-only access to a primary
dimension member. the user will not see this member on the Workforce Budgeting
data entry pages. However, the user can run Workforce Budgeting reports for the
member.
- Drive default selections.
- Control the appearance of
Workforce Budgeting to the budgeter.
The Decision view is referenced in the URL to access the Workforce
Budgeting pages.
See the
Infor CPM Administration Guide for information on View
Manager.
Cube
The Decision view must use the WFBSetup cube of the model data
source. See the
Infor CPM Administration Guide for further information on
the WFBSetup cube.
Dimension information
| Dimension specifications
|
Applicable dimensions
|
Notes
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| Use allowed members to limit selection
|
Category
Currency
Other
Period
Period / Year
Rate Set
Schedule
Unit
Version
Year
Adjusted State
Accumulation Method
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- Set at least one allowed
Version member. Setting multiple allowed version members enables
budgeters to work on multiple versions at the same time.
- Local currency
must be allowed.
- Untranslated
rate set must be allowed.
- All Periods must
be allowed.
- Allowed Years
must at least include the budgeting cycle of the Workforce Budgeting module.
- At least one
allowed member in every non-allocation or non-primary custom dimension.
- If using the
Adjusted State dimension, the Reported member must be allowed.
- If you want to
map data from the Workforce Budgeting tables to the financial tables, at least
one Schedule must be allowed. The schedule's periodicity must match the
periodicity of Workforce Budgeting. We recommend you create a schedule
specifically for Workforce Budgeting mapping that includes only those lines
used for mapping and that matches the periodicity of the Workforce Budgeting
module.
- Allowed members of the
Unit and any custom dimensions are specified to limit the options
available in Workforce Budgeting for the budgeter. We recommend
limiting members to leaf members only and selecting the Workforce
Budgeting-specific hierarchy for the primary dimension.
|
| Set off-grid members to specify a default
selection
|
Category
Currency
Other
Period
Period / Year
Rate Set
Schedule
Unit
Version
Year
Adjusted State
Accumulation Method
|
- Set default
values for all dimensions by setting off-grid selections. Defaults are
referenced at the time they are used. (After a mapping is saved, it no longer
references the Decision view.)
- The default for
Version is utilized as an initial filter upon initial page access and in
reporting.
- The default for
the primary dimension is utilized in the Administration page to determine the
hierarchy for calculating Workforce Budgeting, if the dimension is
hierarchical. The top member of the hierarchy containing the default off-grid
member is used to define the scope of the calculation on the Administration
pages.
- The default for
non-allocation and non-primary dimensions is used as the default for mapping.
- The default
members must be writeable.
- Off-grid
selections must be leaf members or writeback fails.
- If using
multiple views, the off-grid Version member should be synchronized so that
report users are viewing the same default version that is being calculated.
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