Position plan planning levels
You can have only one active position plan for each budget period, so it is important to understand the implications of the position plan planning levels.
| Planning level | Description | Plan rules | Plan budgets |
|---|---|---|---|
| Job | Budget at the job level for the entire organization |
Plan rules defined for an organization unit branch apply to all the organization units that are part of that branch. Plan rules that are not associated with an organization unit branch are applied to all organization units that are not specifically associated with a plan rule. |
Each budget is defined for a specific start date and job. |
| Position | Budget at the position level for the entire organization |
Plan rules defined for an organization unit branch apply to all the organization units that are part of that branch. Plan rules that are not associated with an organization unit branch are applied to all organization units that are not specifically associated with a plan rule. |
Each budget is defined for a specific start date and position. |
| Organization Unit | Budget at the organization unit level in the organization, regardless of position or job. |
Plan rules defined for an organization unit branch apply to all the organization units that are part of that branch. Plan rules that are not associated with an organization unit branch are applied to all organization units that are not specifically associated with a plan rule. |
Each budget is defined for a specific start date and organization unit. |
| Organization Unit Branch | Budget at a higher organization unit level, regardless of position or job. Budgeted and actual counts for the children organization units are rolled up to the higher parent organization unit. |
Plan rules defined for an organization unit branch apply to all the organization units that are part of that branch. Plan rules that are not associated with an organization unit branch are applied to all organization units that are not specifically associated with a plan rule. For specific organization unit branches, you can define a plan rule to not roll up budgeted and actual counts. To create a budget for the employees in the CEO office, create a plan rule for the top organization level with the option not to roll up counts. |
Each budget is defined for a specific date and organization unit branch and applies to all organization units within that branch. |
| Organization Unit And Job | Budget by specific jobs within specific organization units |
Plan rules defined for an organization unit branch apply to all the organization units that are part of that branch. Plan rules that are not associated with an organization unit branch are applied to all organization units that are not specifically associated with a plan rule. |
Each budget is defined for a specific start date, organization unit and job. |
| Organization Unit And Position | Budget by specific positions within specific organization units |
Plan rules defined for an organization unit branch apply to all the organization units that are part of that branch. Plan rules that are not associated with an organization unit branch are applied to all organization units that are not specifically associated with a plan rule. |
Each budget is defined for a specific start date, organization unit and position. |