Global Settings

The Global Settings page enables you to set various parameters for the system. Some of the parameters change with each budgeting cycle. These parameters drive calculations, report display, and the transfer of data back to the CPM model.

These are toolbar options:

Option Description
Save any changes.
Refresh the page to the last saved state.
Calculate Calculate the data through all budget periods.

Time Settings

The Time Settings section of the page sets the information that aligns the calendar with the database periods. It is updated for each new budgeting cycle.

These are the section options:

Option Description
Periodicity Displays the periodicity level.
Periods per Year Displays the periods per year.
Budget Start Period Year Specify the period year member to begin budgeting. This option is required.
Fiscal Start Date Specify the fiscal start date for the calculations. This option is required.

For periodicity monthly and higher, the period begins on the first of a month.

For weekly periodicity, the date selected is the start date, and each period contains seven days, until the last period which contains all remaining days for the year.

Budget End Date Displays the end date for the budget.
Days per Period Specify the number of days per period. Calendar-based defaults are provided. You can define a number of days to include in each period, with any remainder going into the last period. If the model contains a non-standard number of leaf periods, you can only set the number of days per period. A default number is calculated as Days per Year/Number of Leaf Periods, excluding P0. The value must be greater than zero, and less than or equal to 366. The value must be a whole number.

Calculation Settings

The Calculation Settings section of the page specifies the information used for the calculations.

These are the section options:

Option Description
Annual Hours Specify the default number of annual hours to use to populate position definitions. The default is 2080.
Annual Pay Periods Specify the number of default pay periods per year for hourly positions. The default is 52, which corresponds to weekly pay periods.
Number of Budget Periods Specify the number of periods in the budgeting cycle to calculate.

For example, if Workforce Budgeting is based on months and you are budgeting for two years, specify 24.

The maximum number of budgeting periods is 732.

Headcount Calculation Specify the calculation method for headcount changes not on the first of the month. Choose from:
  • Actual
  • Effective

Select Actual to have one employee equal one headcount, regardless of start date.

Select Effective to prorate headcount for employees added on any date other than the first of a month. For example, Employee A added on September 10 has a headcount of 0.67 (30-10)/30=0.67).

Default Allocation

Specify the default percentage for each allocation combination. This link is required and enabled only if Workforce Budgeting includes allocation dimensions. This sets the default for the budgeters. They can change the allocation for positions and actions. We recommend that you set the allocation to a member combination to which all budgeters have access. If you select members that some users cannot access, the Workforce Budgeting data specified by those users will not be written to the financial tables. Users must change the allocations with each position they specify in order to prevent this problem.

Note: Do not change the default allocation members in the middle of a budget pass. If you do, it will affect only users who have not changed the position or action allocations from the default allocation.

Other Options

The Other Options section of the page enables you to set additional options.

These are the section options:

Option Description
Step and Grade Specify whether to include Step and Grade in the application. The default is disabled. Changing this option to enabled makes the Schedule, Grade, and Step options on the Attribute Definition page active.

You can change this from enabled to disabled only when there is no existing data associated with step & grade.

Actions Assigned by Specify whether new action definitions default to be applied by the Budgeter and Administrator or by Administrator Only. This option populates the setting when a new action is defined and can be changed by the administrator on individual action definitions.
Vacancy Select this option if the application includes authorized positions/headcount. When the Vacancy option is disabled, the system enables users to specify a headcount value greater than one for positions with assigned employees during Workforce Budgeting import and on the Position Assignment page.
Edit Authorized Positions Specify whether authorized position data can be changed by Budgeter and Administrator or by Administrator Only. This option is enabled when Vacancy is enabled.
Create Position Distribution Specify whether to allow both Budgeter and Administrator or Administrator Only to distribute employee costs to another primary dimension member. This option does not display if the application uses allocation dimensions.

General Information

The General Information section of the page displays the primary and any allocation dimensions.

These are the section options:

Option Description
Primary Dimension Displays the primary dimension name.
Allocation Dimension 1 - 3 Displays the default allocation dimension names. Up to three allocation dimensions may be displayed.