This workbook investigates the costs involved in running training activities (courses), and indicates the revenue generated by these events (classes). It analyzes costs and revenue information by training course, sponsoring organization, training center, training category and competence.
This workbook has the following worksheets:
By Training Course
Training Course by Year
By Sponsoring Organization
Sponsoring Organization by Year
By Training Center
Training Center by Year
By Training Category
Training Category by Year
By Competence
By Competence and Year
This workbook uses the following headings and calculations:
Within OLM you can enter your costs in any currency you have set up, so that the worksheets all report in the same currency. HRMSi converts the results into the base currency of the business group.
For more information, see Entering A Conversion Rate Type
Budget costs are calculated using the costs of scheduled events (classes). The budget costs for scheduled events (classes) are taken from the budget cost entered in the OLM Class page.
Actual costs are taken as the actual cost of the scheduled event (class), entered in the OLM Class page, and the cost of resources booked for the event (class).
For the cost of a resource to be included, it must be confirmed and associated with the event (class). Enter the cost for one resource per day. The cost is then multiplied by the quantity of resource required, and number of days.
The actual cost of an event (class) is the actual cost plus the cost of all resources for the event (class).
Actual revenue is the sum of internal and external revenue for each scheduled event (class). Internal revenue is calculated using the internal enrollments for a scheduled event (class).
Internal enrollments are entered in the Enrollment Details window using the organization type. For the enrollment to be included, it must have a status of Attended.
Note: The workbook does not use the Internal check box on the Enrollment page.
The number of places for all internal enrollments are then added together. This is then multiplied by the price basis amount for the event (class).
External revenue is calculated using all the external enrollments for a scheduled event (class). For the enrollment to be included, it must have a status of Attended.
External enrollments are linked to a finance line, which includes the cost of the enrollment. For a finance line to be included, it must be of the type Enrollment and must not be cancelled.
The total external revenue is the sum of the finance line amounts, summed over all the external bookings.
The total number of external students enrolled, added to the total number of internal students enrolled.
The actual cost divided by the students enrolled.
The actual revenue divided by the students enrolled.
The total number of training hours for all relevant events (classes) multiplied by the number of places available on these events (classes).
The total number of training hours for all relevant events (classes), multiplied by the number of places filled by students on these events (classes).
The actual costs divided by the hours delivered.
This worksheet enables you to analyze the cost and revenue generated by training events (classes). You can investigate training activities for a specific Business Group, sponsoring organization and year.
What are the costs involved in running training events (classes) by course?
How much revenue is generated by these training events (classes), every year?
This worksheet does not use parameters.
This worksheet enables you to analyze the cost and revenue of training activities for different years, by business group and sponsoring organization.
What are the costs involved in running a training course?
How much revenue is generated by this course each year?
This worksheet does not use parameters.
This worksheet enables you to analyze the cost and revenue of training events (classes) for different organizations, by business group and year.
For each sponsoring organization, what are the actual and budgeted training costs?
How much revenue is generated during a year?
This worksheet does not use parameters.
This worksheet enables you to analyze the costs and revenue associated with training for different years. You can investigate costs and revenue for a Business Group and sponsoring organization.
What are the training costs and revenues generated for a sponsoring organization by training year?
This worksheet does not use parameters.
This worksheet enables you to analyze the costs and revenue of a training event (classes) for a training center, by business group, sponsoring organization and year.
What are the actual and budgeted training costs for each training center?
How much revenue is generated by each training center by year?
You need to specify values for the following parameters:
Event Training Center Hierarchy
Top Event Training Center
This worksheet enables you to analyze the cost and revenue of training activities for different years. You can investigate by business group, sponsoring organization, and training center.
For each training center, what are the actual and budgeted training costs?
How much revenue is generated for a sponsoring organization by training year?
You need to specify values for the following parameters:
Event Training Center Hierarchy
Top Event Training Center
This worksheet enables you to analyze the cost and revenue of training events (classes) for a training category. You can investigate costs and revenue for a business group, sponsoring organization, and year.
What are the costs involved in running training events (classes) by category?
How much revenue is generated by each category?
This worksheet does not use parameters.
This worksheet enables you to analyze the cost and revenue of training events (classes) in different years. You can investigate costs and revenue for a business group, sponsoring organization, and training category.
What are the costs involved in running training events (classes) for a training category by year?
How much revenue is generated by training events (classes) for a training category by year?
This worksheet does not use parameters.
This worksheet enables you to analyze the cost and revenue of training activities by the competence achieved if a student successfully completes the course.
What are the costs involved in running training events (classes) by year for a training competence?
How much revenue is generated by training events (classes) by year for a training competence?
This worksheet does not use parameters.
This worksheet enables you to analyze the cost and revenue of training activities by competence and year.
What are the costs involved in running training events (classes) for a training competence by year?
Tell me how much revenue is generated by running training events (classes) for a training competence by year.
This worksheet does not use parameters.