Planning tab
Add a Planning tab in your financial budget workbook to drive expense accounts that depend on employee costs or headcount.
The Planning tab brings published workforce plan data into your financial budget. Use employee-related costs, such as wages, commissions, and benefits, and reference properties such as FTE and headcount, to drive accounts in the Main tab.
Either click the Budget menu > Add tab or click the Add tab button (at the bottom of the workbook), then select the Planning tab type.
On the Configuration tab, complete each of the following:
Enter a name for the tab. For example, Salaries.
Select the Workforce database.
Select the stream that contains the workforce plan data.
Select the measures you want to use to drive accounts in the Main tab.
Select the reference properties you want to include, such as FTE or headcount, then select how to aggregate each one.
FTE defaults to Average. Other options are Period start, Period end, and Count.
Headcount defaults to Count, which returns the number of active employees.
Select how you want to map the measures to accounts:
Measure only: Map each measure to one account. For example, map Salary to one salary account for all employees.
Measure and dimension: Map each measure to different accounts based on a dimension. For example, map Salary to different accounts for each trading entity.
Click Next.
On the Mapping Account tab, select an account for each measure or dimension-measure combination.
Click Save and finish.
The Planning tab is added to the workbook and displays the workforce plan data at the mapped dimension levels.
Also, a sum row is added to the Main tab containing the mapped plan values.
About the sum row
The plan-driven values are added to the Main tab in a sum row rather than directly replacing existing values. This allows you to combine workforce plan values with other budget values.
For example, to include an ad-hoc adjustment, add another sum row.
The final value in the Main tab is the total of the plan-driven sum row and any additional sum rows.
Sync updates from the workforce plan
The data in a Planning tab is a point-in-time snapshot and doesn't automatically update when the workforce plan changes. Republish the workforce plan, then sync the Planning tab to bring in the latest values.
In Workforce Planning, make the changes and republish the plan.
In the Budgets & Forecasts workbook, open the budget and open the Planning tab.
Click the Tab menu, then click Sync planning data.
If there are no updates to bring through, a message displays indicating that no changes were made.
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