Preparing the plan for the budget manager

This chapter describes the tasks that are usually performed by a system administrator after Labor Budgeting is set up but before generating a plan and/or undergoing the solicitation process. Depending on your business processes, the following tasks may be required:

• Importing a plan
• Preparing actuals for plan generation
• Copying Payroll and Point-of-Sale Actuals for Viewing on the Worksheet (optional)
• Assigning a Layout to a Plan
• Importing a Driver Forecast Instead of Forecasting Driver Actuals (optional)

The last two tasks can be performed either before or after generating the plan.