Reviewing Position Budget Information by Position

Enter an alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant.

You can assign a business unit to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department.

Business unit security might prevent you from viewing information about business units for which you have no authority.

Enter the FTE amount. This figure is the portion of a full-time worker that an employee represents within the business unit. For example, an employee who works 20 hours per week would represent .50 (1/2 FTE). This number cannot be greater than 1 for any employee.

Enter the salary amount that is budgeted for a particular position within a business unit. This figure, which comes from the Position Master table (F08101), represents the total salary amount budgeted for all of the FTEs within this position, for the business unit and year that you specified.

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Enter the salary amount that is budgeted for a particular position within a business unit. This figure, which comes from the Position Master table (F08101), represents the total salary amount budgeted for all of the FTEs within this position. The system uses the effective from and effective through dates to calculate the effective salary amount that is budgeted. If the effective through date is blank, the system uses the end date for the fiscal year to calculate the effective salary budget.

Enter a figure that represents the amount of salary paid over a period of time.

At the employee level, the system calculates this amount by multiplying the employee annual salary by the fraction of the fiscal year that the employee worked.

At the business unit level, the system calculates this amount as the sum of all the employee activity in the position for the fiscal year.

For example, an employee earning 40,000 USD annually who works from April 1 to December 31 represents a projected salary cost of 30,000 USD for that year.

Enter the number of FTEs that the organization has budgeted for the position. An FTE is the portion of a full-time worker that an employee represents within a business unit. For example, an employee who works 20 hours per week represents .50 (1/2 FTE). An employee cannot represent more than 1 FTE.

Enter a figure that represents the FTEs projected for the fiscal year. At the employee level, the system calculates projected FTEs by multiplying each employee FTE by the fraction of the year that the employee worked in the position.

For example, one full-time employee (FTE = 1.0) working from April 1 to December 31 has a projected FTE of .75.

Enter the number of FTEs that the organization has budgeted for the position. An FTE is the portion of a full-time worker that an employee represents within a business unit. For example, an employee who works 20 hours per week represents .50 (1/2 FTE). An employee cannot represent more than 1 FTE.

The system uses the effective from and effective through dates to calculate the effective budget hours. If the effective through date is blank, the system uses the end date for the fiscal year to calculate the effective budget.

Enter a figure that represents the FTEs projected for the fiscal year. At the employee level, the system calculates projected FTEs by multiplying each employee FTE by the fraction of the year that the employee worked in the position.

For example, a full-time employee (FTE = 1.0) working from April 1 to December 31 has a projected FTE of .75.

Enter the number of hours that are budgeted for a position within a business unit for a period of one year. This is the total number of hours allotted to a position for all FTEs. If you do not enter a value in this field when you budget the position, the system enters a default value. To determine that default value, the system searches these sources, in the order that they are listed, and uses the value from the first of these sources that contains a value:

The number of FTEs multiplied by the standard number of hours per year for the company associated with the business unit that you entered.
The number of FTEs multiplied by the standard number of hours per year for Company 0.
A default value that you defined in the data dictionary when you set up the system.
2080.

Enter the number of hours budgeted for a particular position within a business unit.

The system uses the effective from and effective through dates to calculate the effective budget hours. If the effective through date is blank, the system uses the end date for the fiscal year to calculate the effective hours that are budgeted.

Enter a figure that represents the number of hours worked during a period of time.

At the employee level, the system calculates this amount by multiplying the annual number of hours worked by the fraction of a year that the employee worked.

For example, an employee who works 2080 hours annually from April 1 to December 31 represents a projected hours figure of 1560 hours for that year.

Enter the number of employees requested, budgeted, or approved for a position or requisition.

Enter the salary amount that is budgeted for a particular position within a business unit. This figure, which comes from the Position Master table (F08101), represents the total salary amount budgeted for all of the FTEs within this position for the business unit and year that you specified.

Enter the number of hours that are budgeted for a position within a business unit for a period of one year. This is the total number of hours allotted to a position for all FTEs. If you do not enter a value in this field when you budget the position, the system enters a default value. To determine that default value, the system searches these sources, in the order that they are listed, and uses the value from the first of these sources that contains a value:

The number of FTEs multiplied by the standard number of hours per year for the company associated with the business unit that you entered.
The number of FTEs multiplied by the standard number of hours per year for Company 0.
A default value that you defined in the data dictionary when you set up the system.
2080.

Enter the number of employees requested, budgeted, or approved for a position or requisition.

Enter a code that indicates the status of the position budget. The system uses the first character in the second description in the defined code table 08/PC to process approved and closed positions. The position budget must have an approved status before you can assign it to an employee or to an approved requisition. Positions with a closed budget status are not included when you run Create Next Year's Position Budgets (P081820).

Enter the current activity level of the position.

When you attach an employee record to a vacant position, the system updates the position status with the position status code that has DEFA in it special handling code. The system updates the position status code on the beginning date of employee assignment. When the position again becomes vacant, you must manually change the value in the Position Status field.