The Role Budgets are a critical setup to use as a reference for planning and must be defined before any planning can start.
These settings basically define how many people you need for particular role and shift. A role and shift combination must have minimum need of one employee to be displayed on the total section of the roster planning screen, see Understanding the Total section.
To access this setup, click the 
icon, enter Location Role Budgets, and select the relevant link.
Select a Location Filter and a Shift Filter before entering budget values; both are mandatory for editing. The matrix then shows one line per Work roles, with one editable column per weekday (Monday to Sunday).
| Field | Description |
|---|---|
| Location Filter | The Work locations the budget applies to. |
| Shift Filter | The Work shifts the budget applies to. Each role/shift/weekday combination has its own budget. |
| Code, Description, Avg. Cost Price pr. Hour | The work role's own setup values, shown for reference and not editable here. |
| Monday ... Sunday | The number of employees needed for the role and shift on that weekday. Enter 0 or leave blank for a weekday when the role and shift combination is not used. |
| Total Cost / Total Hours | The estimated weekly cost and hours for the selected location and shift, based on the number of employees needed and the hours defined on the work shift. |
Use the Role Budget Adjustment action to set up temporary adjustments to the budget for specific dates, for example to increase the number of people needed around a holiday or a known busy period, without changing the general weekday budget. Use the Print action to print the role budget for the selected location.
See also