Calculating Worksheet Data

This section describes generic Worksheet calculations. For information on how individual Worksheet columns are calculated, see:

• Worksheet Columns in the Budget Creation Module
• Worksheet Columns in the Budget Management Module

Every time a change is made to the plan at any level, clicking the Recalculate, Save, Submit, Release, or Lock buttons on the Worksheet triggers the following actions:

1. The application runs recalculation, aggregation, distribution, and validation rules to update the other values on the Worksheet.
2. The application recalculates and aggregates any other dependent values to the levels above (Store, District, Region, Division, Corporate; or Week, Month, Quarter, Year).
3. The application distributes the numbers to the levels below and validates them against the minimum/maximum hours and minimum/maximum annual payroll rules, depending on which rules are configured.