Financing Employees Indirectly 

  1. Access the organizational structure with the Allocation view.
  2. The Change Organization: Allocation screen appears.

  3. Select the top organizational unit, and choose View ® Expand.
  4. Select the position you want to finance.
  5. Choose Edit ® Finance.
  6. The Financing dialog box appears.

  7. If you want to finance the position using FTEs (as opposed to a monetary budget), choose Finance using FTEs.
  8. The traffic-light icon shows the financing status.

The various colors mean the following:

· Red traffic light = the budget provided is less than the budget required.

· Yellow traffic light = the budget provided exceeds the budget required.

· Green traffic light = The budget provided is exactly the same as the budget required.

How you proceed from this point depends on the color of the traffic-light icon:

· Procedure If Traffic-Light Icon is Green

· Procedure If Traffic-Light Icon Is Yellow or Red