Redefining budget granularity

In the budget sessions, to redefine budget granularity, you can use either the Rollup or the Rolldown command on the appropriate menu:

  • Rollup
    Redistributes the budgeted hours for the Period Table Code parameter setting across the periods defined by the period table code specified in the budget session, and recalculates the budgeted costs accordingly.
  • Rolldown
    Redistributes the budgeted hours for the period table code specifed in the budget session across the periods defined by the Period Table Code parameter setting, and recalculates the budgeted costs accordingly.
Note

For the Rollup and Rolldown commands the following applies:

  • The direction ("up" or "down") is determined by the combination of the Period Table Code setting in the People Parameters (bpmdm0100m000) session, and the period table code specified in the budget session.
  • Budgeted costs are recalculated based on the total number of budgeted hours.
  • Both commands are only available if the two period table code settings are not the same.
  • Either command is executed for the current year and the current employee, department, or team.
  • Both commands will overwrite all budgeted hours.
Example

  • These period table codes exist:

    • PTC1: Quarterly definition, four periods
    • PTC2: Four-weekly definition, 13 periods
    • PTC3: Weekly definition, 52 periods
  • PTC3 is specified in the Period Table Code field of the People Parameters (bpmdm0100m000) session.
  • Budget is maintained per quarter, while performance is tracked per week.

In this case, use the Rolldown command to have the budgeted costs calculated per week:

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After you switch to the PTC2 period table code, use the Rollup command to redistribute the budget from the periods defined by PTC3, across the periods defined by PTC2:

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