Labor Budgeting Location Types

In Labor Budgeting, the application uses location types to determine the level of the location in the corporate hierarchy and assign permissions to budget managers at different levels. During plan generation and Worksheet editing, budget data is recalculated and distributed based on these location types.

Budget Management also uses location types to determine the workflow during the solicitation process.

By default, Labor Budgeting uses the following pre-configured location types to group locations based on a logical structure: Corporate, Division, Region, District, Store, and Department.

If your corporate structure does not have a corresponding hierarchy for labor-budgeting purposes, you must delete the location types that are not required.

Note: The Budget Creation module always requires the DEPARTMENT location type, because it generates bottom-up projections based on data from the lowest level in the hierarchy, which must be a department. Do not delete the DEPARTMENT location type if you will be creating bottom-up projections.