Accessing Appropriate Actuals and Budget

If the layout template you used when generating the plan did not point to the appropriate set of actuals or the budget, then you must point the layout for your plan to the reference budget instead of to the generated plan.

  • For top-down forecasts, the layout template is specified in the forecast method used during forecast generation, and the layout name is the same as the name of the generated plan. See the forecast-method parameters using the following menu path:

    Maintenance > Optional Modules > Labor Budgeting > Labor Budgeting Settings > Forecast Methods

  • For bottom-up projections, the layout template is specified when generating the projection. See Worksheet Columns in the Budget Creation Module.

    If you used the BUP BUDGET TEMPLATE to generate a bottom-up projection, then you do not need to point any columns in the layout to the budget, because data from the budget is not displayed on the Worksheet for this layout.

For information on pointing columns in the Worksheet to the appropriate set of actuals or the budget, see Pointing the Plan to the Actuals and Budget.