Steps for the Setup Process

Step 1: Setting up other modules

To set up these modules, see Setting Up Other Modules.

  • Defining the global Labor Budgeting date format.
  • Setting up security, including the budget manager role and synchronizing teams.
  • Assigning employees to home teams.
  • Setting up jobs, skills, time codes, and hour types.
  • Setting up volume types in LFSO.
  • Specifying the day to which actuals belong.
  • Setting up activities, staffing requirements, drivers, the interval for capturing actuals, and mandatory events.
  • Setting up the Async task in Job Scheduler.
  • Setting up archiving and purging policies.

Step 2: Verify Labor Budgeting parameters

To verify the values of the Labor Budgeting registry parameters, see Registry Parameters.

Step 3: Initial setup of labor budgeting

To setup the initial Labor Budgeting tasks, see Initial Labor Budgeting Setup Tasks.

  • Setting up locations and Labor Budgeting location types.
  • Setting up location types for the solicitation process.
  • Setting up drivers.
  • Setting up time periods.

Step 4: Setup auto notifications and alerts for due dates

To setup automatic notifications and due-date alerts, see Setting Up Notifications and Alerts.

  • Assigning due-date attributes.
  • Scheduling due-date alerts.
  • Customizing notification and alert messages.

Step 5: Setup the Worksheet

To setup the Worksheet, see Setting Up the Worksheet.

  • Setting up precision.
  • Setting up additional mass-edit options.
  • Setting up non-productive hours.
  • Setting up layouts and views.

Step 6: Configure rule groups

To configure rule groups, execution groups, and rules, see Configuring Rule Groups, Execution Groups, and Rules.

  • Configuring default execution groups.
  • Creating new rule groups and execution groups.
  • Configuring business rules.