Workflow

This section provides a high-level overview of the workflow for Workforce Budgeting.

The workflow begins with the basic setup of Workforce Budgeting.

• You can use the Model Builder or Model Maintenance to define the primary dimension and the desired number of optional allocation dimensions.
• In View Manager, create the Decision views using the WFBSetup cube.
• On the Workforce Budgeting Administration pages, import or specify:
  • Global settings
  • Attribute definitions and attribute values (optional)
  • Spread methods (optional)
  • Step and grade schedule data (required only if Step & Grade is enabled)
  • Action definitions
  • Schedule line mappings (optional)
  • Position definitions

On the Workforce Budgeting data entry pages:

• Add new positions or employees
• Review budget details
• Apply or edit actions
• Transfer positions
• Calculate the budget
• Review and analyze budget results

Optionally, you can copy Workforce Budgeting data to a different version.