Assigning accounts to Workforce Budgeting

  1. Click the Home icon.
  2. Select Global Settings > Account Activation for Sub Plan.
  3. Select a Configuration Set.
  4. Select Workforce Budgeting as a Sub Plan.
  5. Click Select Account to activate accounts for Workforce Budgeting.
  6. Click the Filtered by Account Type button to limit the displayed chart of accounts. In the drop-down list, select a filter to display, for example, only expenses accounts.

    To search for an account, specify its name or a number in the filter of Account Number or Account and click Save.

    You can display accounts as a hierarchy or as a flat list. Alternatively, you can display only accounts that are already activated for the sub plan. You can view account number, account name, or both.

  7. In the Active column, select the check box of each account that is relevant to the sub plan.
    If you select an account, all its parent accounts are selected. If you select a consolidated account, all its child accounts are selected. You can deselect any of the child elements as required.