You run the Calculate Assignment Budget Values process to update budget values you enter against assignments. The process is useful for manually updating derived budget values when you have executed a mass assignment update, or initialized assignment data on implementation. You can restrict the scope of the updates to a given employee, assignment, assignment set, payroll, or contract. The process calculates or recalculates future changes to the budget value as of your specified effective date, using your implementation's prescribed formula.

You might recalculate a derived budget value (FTE or Percent Full Time) because of data changes that affect it (such as working hours, frequency, or other terms of work). You can also configure the application to update budget values automatically, based on system events such as changes to assignment or person records.

See: Recalculating Assignment Budget Values

You run concurrent processes from the Submit Request window.

To update budget values:

1. Select Calculate Assignment Budget Values in the Name field. The Parameters window appears.

2. Select the assignment budget value unit of measure you want to update.

3. Enter the effective date on which you want to begin updating future changes.

4. Specify a Run Type mode of Normal or Verify.

   Each mode generates an output file displaying calculation results for each processed date, with error messages.

   • Normal: Calculates and updates.

   • Verify: Calculates, but does not update.

5. Optional: specify a parameter to restrict the scope of the update by:

   • employee

   • assignment

   • assignment set

   • payroll

   • contract

6. Click OK.

7. Complete the batch process request and choose Submit.