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This tab displays the detailed information required to do budgeting.

 

On this tab the following fields can be viewed:

 

hmtoggle_plus1Apply

The apply button enables the data entered for the first time or data that has changed to be saved. This creates a budget resource allocation record for the parameters selected - i.e. for the specific  budget entity. Another way of stating this is that the records created here have allocated resources manually to a specific budget entity per baseline per budget id. Automatic resource allocation occurs via the budget extraction function, download tab.  Any change to downloaded data will change its source from the specific table from which the data was taken to 'BS' - Budgeted Source.

hmtoggle_plus1Clear Grid 1

This field clears the grid and allows the user to start with a 'clean' screen.

hmtoggle_plus1Cost Centre 1

This field displays all cost centres. It defaults to the cost centre of the employee selected.  It is enabled and mandatory for labour budgeting.

hmtoggle_plus1Employee Name 1

This field displays the employee surname, first name, initials, cost centre, status and cost centre description. It is enabled and is not mandatory unless the rate is sourced from 'employee'. Once a name has been selected, the employee id field is populated.

hmtoggle_plus1End Fin Period 1

This field defaults to the financial period of the entity end date. It is enabled, may be changed (to within the entity start and end dates) and is mandatory.

hmtoggle_plus1Financial Year 1

This field displays all valid financial years existing on the company calendar. When a year is selected, the financial periods of the min work and max work dates are defaulted in the start and end periods. It is enabled and not mandatory.

hmtoggle_plus1Grid 1

The grid displays the following columns :  Delete - which allows the user to select a row(s) and click on the Delete button below to delete entries from the gird and/or budget resource allocation table; financial period (all those between the start and end financial period), amount type, amount type description, no. of resource, baseline 1, baseline 2, total amount, hours, labour rate, overhead rate, fixed overhead rate, charge out rate, start date, end date (), notes, budget source (the table from which the data is taken), post, post description, source budget id, source entity type, source entity, source order type, source line number, source completion date, source baseline. Only the Delete (if the record exists), Total amount and notes fields are enabled for material resource budgeting (i.e. amount type is B).Only the Delete (if the record exists), No of resources, hours, start and end dates, note and post fields are enabled for labour resource budgeting (i.e. amount type is B).

 

The rates displayed are dependant on the setting on Employee Master for a selected employee or the setting on Labour Resource for a selected resource. If the former setting requires either prelinking/primary or the latter requires prelinking and a record exists on the employee_resource table where the 'use rates' has been checked, these rates will be selected.

If the settings do not apply, the rates will be sourced from the 'source' setting in Labour Resource - namely, labour resource, employee or cost centre.

hmtoggle_plus1Labor Rates Sourced From 1

This field displays the source of the resource - the Employee_Resource table is read to see if there is a record for a certain employee, if that employee requires prelinking/has a primary resource OR if the resource chosen requires prelinking - if a record does exist and there are different rates for the relevant fin period, those rates will be used otherwise it uses the ratesfrom the employee, cost centre or resource dependant on the default for that resource.  It is disabled.

hmtoggle_plus1Operators 1

This frame contains operators - it slows the user to select either : the 'Total amount' column by clicking on the amount radio button, enter an amount in the text box and click on the 'split' or 'per period' buttons to split the amount evenly among the periods displayed or enter the amount per period; the 'Hours' column by clicking on the hours radio button, enter an amount in the text box and click on the 'split' or 'per period' buttons to split the amount of hours evenly among the periods displayed or enter the amount per period; the 'No of resource' column by clicking on the units radio button, enter an amount in the text box and click on the 'split' or 'per period' buttons to split the number of resources evenly among the periods displayed or enter the amount per period.

hmtoggle_plus1Post Id 1

This field displays all valid post ids from the Budget Manpower table. It is enabled and not mandatory.  The post id field is disabled for capital budgets.

hmtoggle_plus1Resource 1

These radio buttons allow the user to decide whether they wish to create a material or labour budget.  Certain budgets allow only material budgeting, namely :  All account entities.

hmtoggle_plus1Resource 2

This field displays either material or labour resources (in the labour/material resource tables) dependant on the selection of the resource radio buttons. Account entities are different in that the account code of the account entity is defaulted into the resource field and disabled. Otherwise, this field is enabled .  If the type is labour and an employee has been selected, the resource may be left out.  Under all other circumstances, this field is mandatory.

hmtoggle_plus1Show 1

This field displays the existing data in the budget resource allocation table as per the parameters selected.

hmtoggle_plus1Start Fin Period 1

This field defaults to the financial period of the entity start date. It is enabled, may be changed (to within the entity start and end dates) and is mandatory.