Displaying the Worksheet

Users who meet the following criteria can view the Worksheet, even if they do not have permission to edit it:

  • access to a budgeting module
  • belong to a team that is linked to a location that is part of the budget

Only users assigned to the budget manager role can edit the Worksheet. These permissions are linked to the budget manager’s security settings and the current state of the plan displayed on the Worksheet.

To display the Worksheet:

  1. Perform one of the following steps:
    • Click a hyperlink in a Workmail message.
    • Select Maintenance > Optional Modules > Labor Budgeting > Labor Budgeting Worksheet.
    • After generating or updating a forecast or bottom-up projection, the application automatically redirects you to this page.

    The Labor Budgeting Worksheet page is displayed.

    • If you are navigating to the Worksheet for the first time or the LB_DEFAULT_TO_LAST_LAYOUT registry parameter is set to false:

      • The Layout field and the Location(s) and Time Period(s) hierarchies are not populated, because user preferences for the Worksheet have not been saved.

      • The Update View button is disabled, because a layout has not been selected. Selecting the layout enables the Update View button and displays the location and time-period hierarchies.

    • If you have navigated to the Worksheet before and the LB_DEFAULT_TO_LAST_LAYOUT registry parameter is set to true, or if you navigated by clicking a link in a Workmail, then the Layout field, and Location(s) and Time Period(s) hierarchies are populated based on your last selection.

    For information on the LB_DEFAULT_TO_LAST_LAYOUT registry parameter, see the Infor WFM Registry Parameter Reference Guide.

  2. If the Layout field is already populated, this step is optional. Use the Layout lookup to select the layout in which to display the data.

    The layout determines:

    • which plan, or set of data to display
    • which columns are displayed on the Worksheet
    • the order in which columns are displayed
    • the column labels

    For descriptions of layouts, see Setting Up Layouts. The layout for a bottom-up projection is specified when generating a plan.

    For descriptions of layouts in the Budget Creation module, see Worksheet Columns in the Budget Creation Module.

    For descriptions of layouts in the Budget Management module, see Worksheet Columns in the Budget Management Module.

    • the layout in which to display the data
    • the locations and time periods to view

    The system automatically loads the locations and time periods for the selected layout. The location and time-period hierarchies are collapsed: only the root location and time period are displayed. Your security settings, which include the team to which you belong, determine the root location that is displayed.

    If teams were inserted into the system via a bulk data load but not subsequently synchronized, then the system may not be able to find and display all teams on the Worksheet.

    Make sure that the teams are synchronized whenever there is a bulk data load that inserts or updates team data. See Synchronizing Teams.

  3. Decide whether to display the data for multiple locations or multiple time periods:
    • To display data for multiple locations and a single time period (default), click Multi-Select Location.
    • To display data for multiple time periods and a single location, click Multi-Select Time.

    You cannot display multiple locations and multiple time periods simultaneously.

  4. Select a check box next to each location for which to display the data. If you selected Multi-Select Location in the previous step, you can select multiple locations.

    • Use the lookup to open the Database Lookup pop-up window, where you can scroll or search for a location. This window displays only locations that you can view, based on your security settings.

    • If you specify text in the Location box or if you populated the box using the lookup, you can click Find to search for locations matching that text. The hierarchy tree expands, displays, and any matching locations are selected.

      You can use the % character for a wildcard search. However, searching with the wildcard does not display multiple matching results. Instead, if searching with a wildcard matches several locations, the following message is displayed: One or more criteria are ambiguous.

    • Click the plus icon to expand the location hierarchy tree.

    • If the Select Immediate Children check box is selected, then selecting a location automatically selects its immediate child locations too.

    The locations in the hierarchy tree are displayed alphanumerically. For example:

    Dept_1.1

    Dept_1.1.10

    Dept_1.1.11

    Dept_1.1.12

    Dept_1.1.13

    Dept_1.1.14

    Dept_1.1.15

    Dept_1.1.2

    Dept_1.1.3

    Dept_1.1.4

    Dept_1.1.5

    Dept_1.1.6

    Dept_1.1.7

    Dept_1.1.8

    Dept_1.1.9

    Note that since the list is alphanumerically ordered, Dept_1.1.10 through Dept_1.1.15 are listed before Dept_1.1.2 through Dept_1.1.9.

  5. Select a check box next to each time period for which to display the data. If you selected Multi-Select Time in a previous step, you can select multiple time periods.
    • Click the plus icon to expand the time-period hierarchy tree.
    • If the Select Immediate Children check box is selected, then selecting a time period automatically selects its immediate child time periods too.
  6. Click Update View.
    The Worksheet page refreshes based on the selected layout, locations, and time periods. The plan loads in the right pane.

You can change the layout, location, and time period selection and click Update View to refresh the data displayed in the right pane of the Worksheet.

For information on the columns and data displayed on the Worksheet, see Worksheet differences between the Budget Creation and Budget Management.