Examples of Loading Position Budgets

Position Budgeting helps to capture the budgetary values and to enforce them while creating or updating budgets for positions. You can now define a budget period and measure your activity against these values.

A position budget table, budget configuration options, and a mechanism to load and store position budgets using HDL is provided. You can use this budget information to alert the users when they exceed the position budget. You can load budget definitions by using the PositionBudget.dat file in HDL. Once the budget data is loaded in the application, the validations for FTE, headcount, and budget amount take effect when a position is created or updated.

This topic provides examples of how to create, update, and delete position budgets using HCM Data Loader.

Creating Position Budgets

You can create position budgets using HCM Data Loader. This example PositionBudget.dat file creates a position budget.

METADATA|PositionBudget|Name|Code|BusinessUnitId|BusinessUnitName|DepartmentId|DepartmentName|LocationId|LocationSetCode|LocationCode|AllocatedFTE|AllocatedHeadcount|AllocatedAmount|BudgetPeriodStartYear|SourceSystemOwner|SourceSystemId|GUID
MERGE|PositionBudget|CARDIO BUDGET|VISCARDBUDGET||Vision Corporation Enterprise||Cardiology||COMMON|VISION_UNIVERSITY_0_2451976074357|200|200|100000|2023|HCMQA-001|MB_0090|

Updating Position Budgets

You can update position budgets using HCM Data Loader. This example PositionBudget.dat file updates a position budget.

METADATA|PositionBudget|Name|Code|BusinessUnitId|BusinessUnitName|DepartmentId|DepartmentName|LocationId|LocationSetCode|LocationCode|AllocatedFTE|AllocatedHeadcount|AllocatedAmount|BudgetPeriodStartYear|SourceSystemOwner|SourceSystemId|GUID
MERGE|PositionBudget|CARDIO BUDGET|VISCARDBUDGET||||||||300|250|120000|2023|HCMQA-001|MB_0090|

Deleting Position Budgets

You can delete position budgets using HCM Data Loader. This example PositionBudget.dat file deletes a position budget.

METADATA|PositionBudget|Name|Code|BusinessUnitId|BusinessUnitName|DepartmentId|DepartmentName|LocationId|LocationSetCode|LocationCode|AllocatedFTE|AllocatedHeadcount|AllocatedAmount|BudgetPeriodStartYear|SourceSystemOwner|SourceSystemId|GUID
DELETE|PositionBudget|CARDIO BUDGET|VISCARDBUDGET|||||||||||2023|HCMQA-001|MB_0090|