Header Information for Task Worksheets

The key information you can view in the headers of the task worksheets in your plans varies by task type, worksheet setup, and your role.

Tip: You can change the worksheet currency from the plan currency to your preferred currency. Use the switcher on the worksheet page header. This switch doesn't affect allocations, which occur in the worker's local currency.

Budget

You can view key information in budget worksheet headers, including budget and budget distribution amounts and percentages.

Compensation

You can view key information, such as the amounts and percentages for the overall, allocated, and remaining budgets in the compensation worksheet headers. Use scoreboard, table, and analytic views.

• The scoreboard and analytics views show you the key information for one compensation component at a time, and for everyone reporting up to you. You can move between the components using the X of Y link, for example 1 of 3. Or you can use the Previous and Next icons.
• The table view has a separate summary row for each of the plan compensation components and the key information is only for your direct reports.

Performance

You can view key summary information and analytics in performance worksheet headers, such as rating and target percentage minimum and maximum.

Promotion

You can view summary information in promotion worksheet headers, such as the number of promotions, percentage of people promoted, and deviation from company target. See the summaries by various categories, including team, country, department, current job, years in job, performance ratings, and organization averages.