Financing Employees Directly 

  1. Access the organizational structure with the Allocation view.

    2. The Change Allocation for Organization screen appears.

  2. Select the top organizational unit, and choose View ® Expand.
  3. Select the person you want to finance.
  4. Choose Edit ® Finance.

    5. The Financing dialog box appears.

  5. If you want to finance the person using FTEs (as opposed to a monetary budget), choose Finance using FTEs.
  6. The traffic-lights icon shows the current 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