LFSO Budget Constraint Scenarios

The following scenarios illustrate the outcomes of the LFSO budget constraint rules, used alone and together:

Selected Rule(s)	Scenario	Result
Do not exceed budget	Actual Workload = 80 hours Budget = 100 hours	The actual workload of 80 hours is scheduled.
Do not exceed budget	Budget = 100 hours Actual Workload = 120 hours	The hours are decreased (unassigned shifts are created) to match the budget, and workload of 100 hours is scheduled.
Use schedule to budget	Actual Workload = 120 hours Budget = 100 hours	The hours are decreased (unassigned shifts are created) to match budget, and workload of 100 hours is scheduled.
Use schedule to budget	Budget = 100 hours Actual Workload = 80 hours	Hours are increased to match budget, and workload of 100 hours is scheduled.
Use schedule to budget Schedule to Ownership	Budget = 100 hours Actual Workload = 80 hours Employee Minimum Total = 110 hours	Schedule to Ownership always wins (subject to factors such as availability, skills). There are 110 hours scheduled to ensure each employee's minimums are satisfied.
Use schedule to budget Schedule to Ownership	Budget = 100 hours Actual Workload = 80 hours Employee Minimum Total = 80 hours	There are 100 hours in the schedule, because Use schedule to budget always increases the number of scheduled hours to the budgeted amount. This ensures that you use all your budget, even if the store is over-staffed.
Use schedule to budget Schedule to Ownership	Budget = 100 hours Actual Workload = 110 hours Employee Minimum Total = 110 hours	There are 110 hours in the schedule because that is the number of minimum hours.
Do not exceed budget Schedule to Ownership	Budget = 100 hours Actual Workload = 80 hours Employee Minimum Total = 110 hours	The scheduled hours exceed the budget only if the minimum hours exceed the budget. In this example, 110 hours are scheduled, because the minimum hours exceed the budgeted amount.
Do not exceed budget Schedule to Ownership	Budget = 100 hours Actual Workload = 80 hours Employee Minimum Total = 80 hours	The scheduled hours exceed the budget only if the minimum hours exceed the budget. In this example, 80 hours are scheduled, because neither workload nor employee minimum exceeds the budgeted amount.
Do not exceed budget Schedule to Ownership	Budget = 80 hours Actual Workload = 100 hours Employee Minimum Total = 50 hours	The scheduled hours exceed the budget only if the minimum hours exceed the budget. In this example, 80 hours are scheduled, because the budgeted amount cannot exceed the actual workload.

Do not select both Do not exceed budget and Use schedule to budget, because this creates a schedule in LFSO without shifts.