Submitting a budget or forecast

  1. Select Maintenance > Optional Modules > Labor Budgeting > Labor Budgeting Worksheet.
  2. Select the check box next to the location(s) you want to submit to the budget manager above you for review and approval.
  3. Click Submit to submit the budget/forecast for the selected location(s) and their entire hierarchies below.

    The Submit button may not be available if:

    • You are not allowed to submit the location(s) you have selected because of their state(s).
    • A budget/forecast maximum payroll validation error has occurred.
  4. Optionally, in the pop-up window, specify any comments about the current submit process.

    These comments are displayed on the History page if Change Types is set to Comment. See Viewing historical changes.

    The budget/forecast is submitted to the location above yours for review and approval. After submitting, you can no longer edit the budget/forecast. However, you can add comments via the Comments button at any time.

    In the phased view, after you submit the budget, you cannot see the changes that are made by other levels until the numbers are released to your level again.

    Note that if your location is configured for asynchronous processing, you are directed to the Mail inbox. For information on synchronous and asynchronous actions, see Synchronous and Asynchronous Actions.