Task Overview

Before performing any of the tasks described in this section, check whether any of the following changes occurred, which require updates:


This Change	Requires these Updates	See these topics:
security and organizational changes, such as a new user being assigned to the budget manager role, or opening a new store	updating security details	Setting Up Security See the Infor WFM Time and Attendance Implementation and Administration Guide.
changes to LFSO locations	updating volume types	Setting Up Volume Types in LFSO Infor WFM LFSO Implementation and Administration Guide
hierarchical location changes in LFSO, such as new locations added or existing locations deleted	changing Labor Budgeting locations to match LFSO locations	Setting Up Labor Budgeting Locations

Preparing a plan for a budget manager requires the following steps:


Step	Performed By	Frequency	Module	See these topics:
importing a reference budget	system administrator	whenever there is a new reference budget	Job Scheduler	Importing a plan
loading actuals	Infor Consulting Services	whenever there are new actuals Note: For new stores for which there are no actuals, but for which there are stores with the same expected behavior, use the tool from Infor Consulting Services for copying actuals for the new store.	LFSO	Loading Payroll and Point-of-Sale Actuals
aggregating actuals	system administrator	whenever there are new actuals	Job Scheduler	Aggregating Payroll and Point-of-Sale Actuals Aggregating Actual Non-Productive Hours
copying actuals	system administrator	Update whenever there are new actuals.	Job Scheduler	Copying Payroll and Point-of-Sale Actuals for Viewing on the Worksheet
assigning a layout to a plan	system administrator	Just before the budget import/forecast generation process begins.	Labor Budgeting	Assigning a Layout to a Plan
importing a driver forecast instead of forecasting driver actuals	Infor Consulting Services	optional	LFSO	Importing a Driver Forecast Instead of Forecasting Driver Actuals

Depending on your business processes, you may need to generate a plan for the budget manager when all the tasks in this section are complete. See Plan Generation.