Viewing and adjusting finalized budgets

Note: Not applicable if you are using Infor Learning Management.

As you add development activity requests and estimated costs to a budget you want to have an idea where you stand. The Development Budget: BudgetName form gives you a view of all the development activity requests in the budget, and the projected and actual totals for the budget.

  1. Select Development Planning > Learning Budgets > Implement Budgets.
  2. Click the Budget Details tab.
  3. Select the period for the budget.
  4. On the Budgets panel, open the budget to view. This information displays:
    Actual Budget Amount

    The actual amount for the entire budget.

    Actual Spent

    The total actual costs of all the development activity requests associated with the budget.

    Note: The Actual Totals balances reflect the actual costs for approved, complete, incomplete, rejected, or withdrawn development activity requests.
    Actual Remaining

    The actual amount still available to budget.

    Projected Spend

    The total projected costs of all the development activity requests associated with the budget.

    Projected Remaining

    The projected amount still available for the budget.

    Requests

    The Requests tab lists all the development activity requests for the budget.

  5. To add a new development activity request, click Actions > Assign Activity. See Assigning out-of-budget development activities to resources.
  6. To view a development activity request detail, open the development activity request.
  7. To view or update the costs for a development activity request, click the Costs tab.

    • If the requests is still in Requested status (submitted after the budget was finalized), you can add estimated costs.

    • If the request is in Approved status, you can add actual costs.