The Implement Budgets view

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

You can perform most post-finalization tasks in the Implement Budgets view.

  • Select the Consolidated Budget View tab to view the projected and actual consolidated budget amounts for the consolidated budget views defined in Development Planning > Set Up > Budget Components > Consolidated Budget Views. Open a consolidated budget view to view the projected and actual budget amounts, spent amounts, and remaining amounts for all the budget in the consolidated budget view and the development activity requests submitted for the budgets.

  • Select the Budget Details tab to view the overall status of all of the development period, total budgets, and distributed budgets that are in process. Select a period to display the budgets for that period. Select a budget to view the distributed budgets for that budget.

    Open a budget or distributed budget to view the projected and actual total budget amount, spent amount, and remaining amount for the budget or distributed budget, to view the development activity request submitted for the budget, and to submit a new development activity request for the budget. Click the Managers tab to access the budgets of managers that report to the budget owner.

    Note: Only development activity requests that are associated with a budget appear in budget views.
  • Select the Manager Budgets tab to view manager budgets. Expand the manager structure to view subordinate managers. Select a manager to view the manager's budgets.

  • Click the New Requests tab to assign out-of-budget activities, to review out-of-budget activities requested by a resource, manager, or mentor, and to reject or approve out-of-budget requests.