Releasing distributed budget amounts to managers

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

For managers to view the budget amounts allocated to them, you must release the budget. Being able to view their budget helps managers to make decisions on which development activities they can request or approve for their direct reports. It can also give them a chance to request changes to their budget allocations if they do not match their needs. You can repeat this action multiple times as you continue to make adjustments to total or distributed budget amounts.

You can release distributed budget amounts to all managers at once, or to one manager at a time. You can unrelease distributed budget amounts for specific managers, modify them, then release them again.

Note: Managers do not see the calculated budget amounts. They see the actual budget amounts, which are the budget amounts that the learning manager actually allocates to them, which may be different from the originally calculated budget amounts.

Select Development Planning > Learning Budgets > Release Budgets.
To view the status of the budgets withing a development period, select the development period.
On the Development Periods tab, select Release Budgets.
On the Release Budget form, specify this information:

Development Period

Required. Select the development period for which to release a budget.

Budget

Select the budget to release. If you do not select a budget, all budgets for the development period are released.
Click OK to release the budgets immediately.
To view the results, click the Release Development Budget Results tab.

The budget status changes from Not Released to Released. The distributed budget amounts statuses change from Not Released to Manager Budget Released. The amounts are now visible to all managers.
To undo the release for a specific manager, select the manager on the Distributed Budget Amounts tab, and select Revert to Not Released. This reverts the budget distribution for the manager to Not Released, and the manager can no longer view it.

Note: To unrelease the entire released budget, select Development Planning > Set Up > Budget Components > Budgets, open the budget, click Revert To Not Released, then click Yes to confirm.
To release a not released budget distribution to a single manager, select the manager on the Distributed Budget Amounts tab, and select Release To Manager. This makes the distributed budget amount visible to the manager.
To release a distributed amount to a manager and the manager's direct reports, select the manager on the Distributed Budget Amounts tab, and select Release To Manager and Staff.