Creating Post Plans

Post management supports the creation of post plans in two ways: create new from scratch or by cloning from the one used in the previous planning cycle.

New

Post plans can be manually created using the Create a New Post Plan component. The administrator specifies basic information (plan year, plan type, and fields that are specific to the budgeting system, such as product area, product group, product and account for Doppik) that the system uses to create the definition of a post plan. When the post plan is added, the administrator enters post plan rows and for each row, adds the number of posts, post fraction, and the department to which posts shall be created when the plan is implemented in its plan year.

Copy

In addition to creating new post plans from scratch, the administrator can choose to create post plans in an automated fashion – by copying from an existing post plan. This is a more commonly used approach to plan creation.

Post management provides an application engine process that, when triggered, takes a post plan (basic or amendment), makes a copy of it and the copy becomes the post plan for the next planning cycle. The administrator can update the copied plan based on the requirements pertaining to the new fiscal period.