Budget Rule

The Budget rule determines whether or not the current schedule has violated its defined budget. The budget is calculated using the budget type selected on the Location Setup page.

The Budget rule supports all available budget types, whether the budget pertains to a store or department, or whether it is in dollars or hours. The possible budget types are:

• Hours (in hours)
• Payroll Percentage of Revenue (in dollars)
• Pay per Volume Unit (in dollars)
• FTEs (in dollars)
• Dept Labor Budgeting (in dollars at the department level)
• Dept External Sources (in dollars at the department level)
• Dept External Sources in Hours (in hours at the department level)
• Store Labor Budgeting (in dollars at the store level)
• Store External Sources (in dollars at the store level)
• Store External Sources in Hours (in hours at the store level)

Based on the budget type selected, the Budget rule calculates the budget value and the schedule cost of the generated schedule and compares the two values. The system shows a violation if the schedule has exceeded the allotted budget. If a violation occurs, it will be counted against the entire schedule being validated.

The Budget rule is not related to LFSO’s Schedule to Budget or Schedule to Ownership features.

If the Budget rule has been configured and the budget type is specified in dollars or hours (as indicated below), the following examples demonstrate the Schedule Validation report results.