Setup requirements depending on the Learning Budgets option

Your setup requirements depend on whether your organization uses learning budgets (or uses them only for French resources). This table indicates whether a component is required for each configuration

Note: Some components are required only if your organization wants to use the functionality (for example, notifications).
Component Enable Learning Budgets = No Enable Learning Budgets = Yes

Enable Learning Budgets = Only For French Resources

(French localization must also be selected on the HR organization)

Action reasons Required Required Required
Budget eligibility groups Not required Required (if used) Required (if used)
Organization learning rules Required Required Required
Renewal rules for skills and credentials Required (if used) Required (if used) Required (if used)
Activity types Required Required Required
Topics Required Required Required
Activity categories, delivery types, delivery methods, focuses, session frequencies, duration units Required (if used) Required (if used) Required (if used)
Cost types Required (if used) Required Required
Standard costs Required (if used) - flat amount and activity-specific only Required Required
Catalog Required Required Required
Notifications Required (if used) Required (if used) Required (if used)
Session sites Required (if used) Required (if used) Required (if used)
Resource activity origins Not required Required (if used) Required (if used)
Attendance absence reasons Required (if used) Required (if used) Required (if used)
Providers Required (if used) Required (if used) Required (if used)
Provider contracts Required (if used) Required (if used) Required (if used)
Development activities Required Required Required
Sessions Required (if used) Required (if used) Required (if used)
Budgets and budget components (budget rounding rules, calculation methods, categories) Not required Required Required (only for French resources)
Consolidated budgets Not required Required (if used) Required (if used), for French resources only
Development periods Not required Required Required, for French resources only