Examples Where Budget Is Utilized for a Single Position
In these examples, let’s assume that the budget is being utilized for only 1 position with a combination that matches row 2 of the Budget Definition: Department as Cardiology and Location as Redwood Shores.
When the user enters the FTE, Headcount, and Budget Amount for the position that they’re creating, the remaining allocation for FTE, Headcount, and Budget Amount is calculated as follows:
Remaining Allocation = Allocated Value - Value Entered by User
Example 1
This table shows the budget definition and user input for the first example.
| Parameter | FTE | Headcount | Budget Amount |
|---|---|---|---|
| Allocated Value | 10 | 10 | 400,000 |
| Value Entered by User | 5 | 15 | 450,000 |
| Remaining Allocation | 5 | -5 | -50,000 |
An error message is displayed, indicating that the Headcount has exceeded the budget. That’s because Error is selected for the Convey Headcount Overshoot As field in the enterprise configuration.
A warning message is displayed, indicating that the Budget Amount has exceeded the budget. That’s because Warning is selected for the Convey Amount Overshoot As field in the enterprise configuration.
The Remaining FTE Allocation has a positive value, which means that it hasn’t exceeded the budget.
Example 2
This table shows the budget definition and user input for the second example.
| Parameter | FTE | Headcount | Budget Amount |
|---|---|---|---|
| Allocated Value | 10 | 10 | 400,000 |
| Value Entered by User | 20 | 10 | 390,000 |
| Remaining Allocation | -10 | 0 | 10,000 |
A warning message is displayed, indicating that the FTE has exceeded the budget. That’s because Warning is selected for the Convey FTE Overshoot As field in the enterprise configuration.
The Remaining Headcount Allocation value is 0 and the Remaining Budget Amount Allocation has a positive value, which means that they haven’t exceeded the budget.