Financing Wizard

Use

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

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

Prerequisites

You must be in the Overall Budget or Organization component of HR Funds and Position Management, and you want to allocate the budget of a budget structure element for a person or position, or you want to check or change existing budget assignments/financing assignments.

Features

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

Activities

Choose Financing wizard in the Allocation or Financing dialog box.

If the budget provides more funds than are required for a person or position (yellow traffic-lights icon), the Financing Wizard does change this situation. You will have to manually adjust the budget assigned.