Completing a learning budget review

This topic is applicable if your organization uses learning budgets. It is not applicable if you are using Infor Learning Management.

Typically, managers complete the review of any learning budgets that they own. However, managers can complete budget reviews for any learning budgets that the managers reporting to them are responsible for.

Completing a budget review indicates that a manager no longer intends to make any changes to the budget. It does not mean that the learning manager cannot continue to make changes. The learning manager can revert the status back to Review Pending.

Note: 

You cannot complete a budget review for your own budget until all of your direct report managers that own parts of the same budget have completed their own budget reviews, or you complete their budget reviews for them.

To complete a budget review

  1. Select Manager > Develop Employees > Learning Budget Analysis.
  2. Select the budget you want to complete the review for.

    • If it is your own budget, select the Budgets tab and open the budget.

    • If it is a direct report's budget, select the Direct Report Budgets tab, select the direct report manager to display the budget, and open the budget.

  3. Click Complete My Budget Review. The status changes to Review Complete.