Viewing and adjusting non-finalized budgets at the manager level

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

You can view and adjust a budget at the distributed budget (manager) level.

  1. Select Development Planning > Learning Budgets > Prepare Budgets.
  2. Click the Manager Budgets tab.
  3. Locate and highlight the manager.

    The Budget Details tab displays a list of all of the budgets and budget amounts for which the manager is specifically responsible, percentage of the budget spent, and the number of development activity requests in the budget.

  4. In the Budget Details region, open the budget to view.

    This information displays:

    Actual Budget Amount

    The amount for the manager's budget.

    Projected Spend

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

    Projected Remaining

    The amount still available to budget

    Requests

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

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