Examples

Suppose there are the following six default location types in the location hierarchy: CORPORATE, DIVISION, REGION, DISTRICT, STORE, and DEPARTMENT. By default, the DEPARTMENT location type is excluded from the solicitation process. Suppose too that the REGION location type is also excluded. This prevents region budget managers from editing, releasing, and submitting the budget/forecast.

Scenario 1

When the budget manager of a division releases a budget/forecast, it is automatically released to the budget managers of the grandchild locations, which are districts. Note that the budget/forecast is released only to district budget managers for whose locations the Release to Location check box is selected on the Labor Budgeting Locations Detail page.

Scenario 2

When the budget manager of a district submits a budget/forecast, it is automatically submitted to the budget manager of the grandparent location, which is a division.