Steps for the Setup Process

Step 1: Setting up other modules

To set up these modules, see Setting Up Other Modules.

• Defining the global Labor Budgeting date format.
• Setting up security, including the budget manager role and synchronizing teams.
• Assigning employees to home teams.
• Setting up jobs, skills, time codes, and hour types.
• Setting up volume types in LFSO.
• Specifying the day to which actuals belong.
• Setting up activities, staffing requirements, drivers, the interval for capturing actuals, and mandatory events.
• Setting up the Async task in Job Scheduler.
• Setting up archiving and purging policies.

Step 2: Verify Labor Budgeting parameters

To verify the values of the Labor Budgeting registry parameters, see Registry Parameters.

Step 3: Initial setup of labor budgeting

To setup the initial Labor Budgeting tasks, see Initial Labor Budgeting Setup Tasks.

• Setting up locations and Labor Budgeting location types.
• Setting up location types for the solicitation process.
• Setting up drivers.
• Setting up time periods.

Step 4: Setup auto notifications and alerts for due dates

To setup automatic notifications and due-date alerts, see Setting Up Notifications and Alerts.

• Assigning due-date attributes.
• Scheduling due-date alerts.
• Customizing notification and alert messages.

Step 5: Setup the Worksheet

To setup the Worksheet, see Setting Up the Worksheet.

• Setting up precision.
• Setting up additional mass-edit options.
• Setting up non-productive hours.
• Setting up layouts and views.

Step 6: Configure rule groups

To configure rule groups, execution groups, and rules, see Configuring Rule Groups, Execution Groups, and Rules.

• Configuring default execution groups.
• Creating new rule groups and execution groups.
• Configuring business rules.