Setting Up Layouts

A layout determines which data is displayed, organized, and labeled on the Worksheet. Labor Budgeting includes the following default layouts for plans:

Default Layout Module View Type of Plan Relevant Rule Groups Configured by Default
REAL TIME BUDGET TEMPLATE Budget Management Real Time budget no
PHASED BUDGET TEMPLATE Budget Management Phased budget yes
REAL TIME FORECAST TEMPLATE Budget Management Real Time forecast yes
PHASED FORECAST TEMPLATE Budget Management Phased forecast no
BUP BUDGET TEMPLATE Budget Creation N/A budget yes
BUP PLAN TEMPLATE Budget Creation N/A BUP (bottom-up projections) yes

For detailed descriptions of the layouts and the columns they display, see Worksheet Columns in the Budget Creation Module.

For detailed descriptions of the layouts and the columns they display, see Worksheet Columns in the Budget Management Module.

For information on the differences between real-time and phased views, which are implemented in the layouts, see Real Time and Phased Views.

Column names in the layouts cannot be changed from Config mode. Use data localization instead. See the Infor WFM Time and Attendance Implementation and Administration Guide.

For information on assigning layouts to plans, see Assigning a Layout to a Plan.