-
Calculate the total number of locations at all levels of the plan:
number of departments (optional in Budget Management module, and
never included in the solicitation process) + number of stores + number of
districts + number of regions + number of divisions + 1 corporate
See Location and Labor Budgeting Location Types.
-
Calculate the total number of time periods included in the plan:
52 or 53 weeks + 12 months + 4 quarters + 1 year
= 69 or 70, where 70 is used as the conservative value for all further
calculations.
See Time Periods.
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Calculate the row count per version:
total number of locations from step 1 x total number of time
periods from step 2
-
Determine how many versions are required:
- Each budget has one
version at all times (Master), even when locked.
- Each forecast has two
versions (Master and Sysforecast).
- Each bottom-up
projection has two versions (Master and Working).
You must know how many plans are in the system at any given time
to determine the number of total base versions that exist, regardless of the
solicitation process.
Each time a budget or forecast undergoes the solicitation process, the
application creates a Working version to track the changes for each user who
edits it.
If using the in Phased view, the application also creates the Released
by Me and Released to Me version for each user who edits the budget or
forecast. Since nearly every user in the tree has a version that include
everything below that user's location, there is essentially an extra version
created for each level in the hierarchy involved in the solicitation process.
The number of the releasing levels is also an important factor. For
example, if districts do not release the budget to the stores for solicitation,
there is one less level, but there are three different versions. The actual
usage varies depending on the number of locations participating in the
solicitation process. These are conservative estimates.