Viewing finalized consolidated budgets

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

Consolidated budget views let you group budgets so you can view their consolidated projected and actual totals. Consolidated budget views are defined in Budget Set Up > Consolidated Budget Views.

  1. Select Development Planning > Learning Budgets > Implement Budgets.
  2. Click the Consolidated Budget View tab.

    All the consolidated budget views appear in the Consolidated Budget Views region. For each consolidated budget view, you can see the total budget amount, the percent spent, the total number of development activity requests, and the total number of hours spent. When you select a budget, the budgets that make up the consolidated budget appear in the Budgets Within View region.

  3. To view a consolidated budget view detail, open the consolidated budget view.

    This information displays.

    Budget Amount

    The actual amount for the consolidated budget.

    Actual Spent

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

    Note: The Actual Totals balances reflect only the actual costs for complete, incomplete, rejected, or withdrawn development activity requests. You can add actual costs to approved development activity requests, but they do not appear in the actual balances until the development activity requests are in one of these statuses.
    Actual Remaining

    The actual amount still available to the consolidated budget.

    Projected Spend

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

    Projected Remaining

    The projected amount still available for the budget.

    Requests

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

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