Training budget tracking
Use this function to track training expenses during the reference period (a specific month). You can compare the cost of the achieved actions and the estimated cost. As a consequence you can determine if the company is early or late when implementing the provisional plan.
The inquiry covers the following elements:
- A training plan selected as final
- All companies or a single company
- All sites or a single site
- A specific month
- A specific criteria
In the header, enter the criteria to start the analysis of the training expenses (the training plan code, possibly a company and a site, the implementation mode, a criteria).
For example, you want to analyze the training expenses for the month of June for a training plan set up from January to December. Select June in the Analysis month field. In the Current month tab, you can compare the planned and the actual expenses for the month of June. In the End of month total tab, you can compare the totaled planned expenses and the totaled actual expenses since January up to June included.
Prerequisites
Refer to documentation Implementation
Screen management
A session (Sessions function) can be included in two budget periods. The session training costs are determined for a single budget period. The value of the CTLBUR - Session end date parameter (FRT chapter, MIS group) specifies whether the costs are defined for the budget of the first year or of the second year.
Header
| Plan year (field YEAPLF) |
| Legislation (field LEGPLF) |
| All companies (field ALLCPY) |
| Company (field CPYPLF) |
| All sites (field ALLFCY) |
| Site (field FCYPLF) |
| Month carried out (field MONREA) |
|
Select the month for which you want to perform the analysis. By choosing the analysis month, you can perform the expense analysis over a sliding month period. The first month of the drop-down list is the month corresponding to the start date of the training plan. The number of months displayed in the drop-down list corresponds to the number of months covered by the period between the start date and end date. Examples: The start date is 01/04/2015. The first month of the drop-down list is April. The start date is 01/09/2015. The drop-down list contains the following months: from September to December for the 2015 period, and from January to December for the 2016 period. Select the month on which you want to perform a search. |
| Start date (field STRDAT) |
|
The start date and end date of the training plan are automatically loaded when you enter the plan code in the Plan code field. |
| Year (field YEAREA) |
| End date (field ENDDAT) |
|
The start date and end date of the training plan are automatically loaded when you enter the plan code in the Plan code field. |
| Display criterion (field CRIDSY) |
|
Select a criteria: the planned and actual expenses will be displayed according to this criteria. |
Tab Current month
Grid Amounts
| field CRIDSYA |
| Budget (field AMTBUDREF) |
| Actual amount (field AMTREA) |
| Variance (field AMTDEV) |
| % Achieved (field PRCDEV) |
| Number of participants forecast (field NBRPAR) |
| Actual number of participants (field NBRPARREA) |
| Variance (field NBRDEV) |
| % Achieved (field NBRPRC) |
| Number of hours forecast (field NBRHR) |
| Actual number of hours (field NBRHRREA) |
| Variance (field HRDEV) |
| % Achieved (field HRPRC) |
Tab End of month total
Grid Amounts
| field CRIDSYA |
| Budget (field AMTBUDREF) |
| Actual amount (field AMTREA) |
| Variance (field AMTDEV) |
| % Achieved (field PRCDEV) |
| Number of participants forecast (field NBRPAR) |
| Actual number of participants (field NBRPARREA) |
| Variance (field NBRDEV) |
| % Achieved (field NBRPRC) |
| Number of hours forecast (field NBRHR) |
| Actual number of hours (field NBRHRREA) |
| Variance (field HRDEV) |
| % Achieved (field HRPRC) |