Learning manager tasks after budgets are finalized

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

Finalizing a budget essentially means finalizing the development activities that will be part of the development period and finalizing the resources that will be allowed to register for the classes. After a budget is finalized, the learning manager can still perform these tasks:

  • Reject new non-required out-of-budget development activity requests, cancel approved in-budget non-required development activity requests, and waive approved in-budget required development activity requests.

  • Add estimated costs to a development activity request

  • Submit and process out-of-budget development activity requests

  • Receive and process out-of-budget development activity requests

  • Remove an already approved development activity request from the finalized plan (make it an out-of-budget request).

  • Change the status of an out-of-budget request to in-budget request

  • Create development activities and sessions for the approved resource development activities

  • Register resources

  • Cancel sessions and resource registration

  • Cancel sessions and move registered resources to another session

  • Complete sessions and resource development activities

  • Enter actual costs for a resource development activity (presumably after the resource has completed the development activity)