Example 2: A New Rule Group and Execution Groups Are Required

Suppose that at the end of 2005, you want to create the 2006 budget and the 2006 forecast. However, you are still forecasting for the last month of 2005, so you are working with two forecasts simultaneously. Therefore, you must create separate rule groups and execution groups for each year:

  • A new rule group for the 2006 forecast.
  • Two new default execution groups for the 2006 forecast. Copy the information from the existing default forecast execution groups used in the 2005 forecast. Be sure that the rules in the execution groups do not reference multiple budgets, that is, both the 2005 and 2006 budgets.

You use the following general steps to create a new rule group and two new execution groups for the 2006 forecast:

  1. Create the 2005 forecast.
  2. Create the 2006 budget.
  3. Create a copy of DEFAULT FORECAST RULE GROUP for 2006:
    1. Select Maintenance > Optional Modules > Labor Budgeting > Labor Budgeting Settings > Rule Groups.
      The Rule Groups page is displayed.
    2. Click Create New Entry.
    3. Specify the new name such as 2006 FORECAST RULE GROUP.
    4. Click Save.
  4. Create a copy of DFT FORECAST WORKSHEET EXEC GRP 1 for 2006.
    1. Select Maintenance > Optional Modules > Labor Budgeting > Labor Budgeting Settings > Execution Groups.
      The Execution Groups page is displayed.
    2. Click Create New Entry.
    3. Specify the new name. You can call the copy: 2006 DFT FORECAST WORKSHEET EXEC GRP 1.
    4. Manually copy each field from each rule in the execution group.
    5. When you are done, click Save.
  5. Create a copy of DFT FORECAST WORKSHEET EXEC GRP 2 as described in the previous step. You can call the copy: 2006 DFT FORECAST WORKSHEET EXEC GRP 2.
  6. Configure the VALIDATE PAYROLL rule in the newly created 2006 DFT FORECAST WORKSHEET EXEC GRP 1 to point to the 2006 budget.
    1. Modify the existing sourceVersionName parameter as follows: sourceVersionName=MASTER
    2. Add the following two parameters:
      • targetVersionName=WORKING
      • sourceName=<the actual budget name>
  7. Configure the newly created 2006 DFT FORECAST WORKSHEET EXEC GRP 2 for the 2006 budget. For detailed instructions, see Configuration after importing the Budget.
  8. Modify the new rule group you created in step 3 to include the new execution groups.
    1. Select Maintenance > Optional Modules > Labor Budgeting > Labor Budgeting Settings > Rule Groups.
      The Rule Groups page is displayed.
    2. Click Edit beside the new rule group, 2006 FORECAST RULE GROUP.
      The Rule Groups Details page is displayed.
    3. In the Included Execution Groups section, use the lookup to locate the new execution groups:
      • 2006 DFT FORECAST WORKSHEET EXEC GRP 1
      • 2006 DFT FORECAST WORKSHEET EXEC GRP 2
    4. Specify the same order for running the execution groups that was used for the original execution groups in the original rule group.
  9. Create the 2006 Forecast.

The following entities exist at the end of the above procedure:

Year Budget Forecast Forecast Rule Group Forecast Execution Group
2005 2005 Budget 2005 Forecast Default Forecast Rule Group DFT FORECAST WORKSHEET EXEC GRP 1 DFT FORECAST WORKSHEET EXEC GRP 2
2006 2006 Budget 2006 Forecast 2006 Forecast Rule Group 2006 DFT FORECAST WORKSHEET EXEC GRP 1 2006 DFT FORECAST WORKSHEET EXEC GRP 2

User-defined names for budgets, forecasts, and copied forecast rule groups are italicized.