Financing Wizard

Use

The Financing Wizard generates a proposal for allocating a budget for the purpose of financing an employee or a position.

You can also use the Financing Wizard to check the existing financing of a person or position.

Prerequisites

You are in the Overall Budget component of HR Funds and Position Management, and want to allocate the budget of a budget structure element for the purpose of financing a person or position, or you want to check or change an existing budget allocation.

Features

Generating proposed values for allocating the budget of a budget structure element for the purpose of financing a person or position.

Activities

In the Allocation dialog box, choose Financing Assistant.

If the budget provides more funds than are required for a person or position (yellow traffic-lights icon), the Financing Wizard does not make any changes. You will have to manually adjust the budget made available.