Setting up Workforce Budgeting

The initial setup of Workforce Budgeting includes:

• Using the Model Builder to create a CPM model. Define the primary dimension and the desired number of optional allocation dimensions. The default primary dimension is Unit. You can define up to three allocation dimensions. Optionally, on an existing model, you can use Model Maintenance to define the primary dimension and allocation dimensions. Best practice recommendation is to create a Workforce Budgeting-specific hierarchy in the primary dimension. This should only include leaf members of the primary dimension that are used in Workforce Budgeting. This improves performance throughout Workforce Budgeting, especially when copying to a new version.
• In View Manager, create the Decision views using the WFBSetup cube and define the:
  • Allowed members
  • Off-grid members
  • Precision for reports (through the grid style)
• 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

The tasks above are typically one time tasks.

• On the Workforce Budgeting Position Assignment page, specify:
  • Employee position assignments
  • Action records for position assignments
  • Calculate the initial workforce data