Configuration after importing the Budget
Configure this forecast execution group after importing the budget:
DFT FORECAST WORKSHEET EXEC GRP 2
Ensure that this data in the following columns is calculated accurately:
- Payroll Percent - 60% Rule
- Payroll Percent - Leverage
- Sales - % Change from Budget
Budget Management compares the actual budget numbers against the adjusted values when it creates the budget. To do this, you configure the rules in DFT FORECAST WORKSHEET EXEC GRP 2 to use the sourceName parameter to reference it.
The following table displays the default values for rules in the DFT FORECAST WORKSHEET EXEC GRP 2:
| Rule Name | Rule Parameter |
|---|---|
| PAYROLL PERCENT LEVERAGE | sourceVersionName=SYSFORECAST|targetVersionName=WORKING |
| SALES PERCENT CHANGE | sourceVersionName=SYSFORECAST|targetVersionName=WORKING |
| PAYROLL ADJUST RULE | sourceVersionName=SYSFORECAST|targetVersionName=WORKING| payrollAdjustment=0.6 |
| PAYROLL PERCENT TREND | sourceVersionName=MASTER|targetVersionName=WORKING |
| PAYROLL PERCENT TREND LEVERAGE | sourceVersionName=MASTER|targetVersionName=WORKING |
| SALES TREND VARIANCE | sourceVersionName=MASTER|targetVersionName=WORKING |