Releasing budgets and forecasts

  1. Select Maintenance > Optional Modules > Labor Budgeting > Labor Budgeting Worksheet.
    See Displaying the Worksheet.
  2. Select the check box next to the location(s) to which you want to release the budget or forecast.

    If you assigned to the budget manager role for more than one location, then you must take extra care when you release the budget or forecast. See Budget manager for multiple locations.

  3. Click Release.
    If you try to release to a location for which the corresponding location type has been excluded from the solicitation process, an error message is displayed.
    For details about the message, see Messages and Comments when Releasing.
    For information about the Exclude from Solicitation feature, see Excluding All Locations of the Same Location Type.
  4. Optionally, in the pop-up window, specify any comments about the current release process.
    These comments are displayed on the History page if Change Types is set to Comment.
    See Viewing Historical Changes to Worksheet Data.
  5. Click Save to release the budget or forecast.

    The system releases the budget or forecast down the hierarchy for review. Once released, you can no longer edit the budget or forecast. However, you can add comments via the Comments button at any time.

    Note that if your location is configured for asynchronous processing, you are directed to the Mail inbox. For information on synchronous and asynchronous actions, see Synchronous and Asynchronous Actions.