Financing Employees Indirectly 

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

  3. Click on the top organizational unit, and choose .
  4. Click on the position you want to finance, and choose .
  5. The Financing dialog box appears.

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

The various colors mean the following:

 = the budget provided is less than the budget required.

 = the budget provided exceeds the budget required.

 = the budget provided is exactly the same as the budget required.

To view details of the funds required, choose in the Assignment periods box. The system displays how the financing required was determined, and what type of financing is involved.

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