Configuring an FTE Summary Dynamic workbook

The FTE Summary Dynamic workbook uses the Decision Package Dynamic workflow.
  1. Select the report template.
    You can select either the direct labor or the indirect labor template.
  2. Click in the Approver field to set one or more users or groups as approvers. Click Save.
  3. In the Configuration section in the left panel, select the configuration set and version.
    The frequency is inherited from the selected template.
  4. In the Dimensions section, click inside the Organizations field.
    1. Specify a search term, then click the search icon.
    2. Select the element you want to use, then click SAVE.
      If the selected element is a consolidated element, all its child elements are available for the planner to select.
    The latest version of the Organization hierarchy is available.
  5. Click Complete.
    Your new FTE Summary Dynamic workbook is now available in the workbook library.
  6. Click the Wrench icon in the Workbook Library under the selected workbook and click Publish to send the workbook to workflow.
    The workbook is now available for workflow configuration.