[{TableOfContents}]
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!!!Review Previous Set Up
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Prior to working through the Forecasting & Costing application, it is advised to go through the following setup checklist.
* Business Calendars [(IDCL)]
** Set up all business calendars to the end of the budget period
* Entity [(IDEN)]
** The GL company must be indicated on the entity form
* GL Segments [(IDGS)]
** Ensure segments have been defined
* Work Rules [(IDWR)]
** Set up work rules with appropriate work calendars for all budgeted positions and assignments, if no calendar is specified then Monday to Friday is assumed.
** Ensure that the status rules have been established
** If establishing budgets in a database separate from production, create standard work rules for loaded or manually entered assignment and positions.
* Positions [(IDPS)]
** Ensure that all budgeted positions have an appropriate range, scale/step or wage
** Ensure that the Authorized FTE is completed
** Set up a Default FTE for positions that is less than fulltime
** Set up positions for projected new hires
** Ensure that the standing is set to ‘active’
** Ensure the budget rules is set to ‘budgeted’
** Ensure that the distribution is completed
* Assignments [(IEAS)]
** Ensure that all active employees have an appropriate range, scale/step or wage
** Ensure that the Authorized FTE is completed
** Ensure that the distribution is completed
** U se the Scale Override toggle to prevent ‘Stepping’ for UFSTEP if required
* Benefit Plans [(IBPN)]
** If there are planned rate changes for benefits they should be entered as date effective changes
* Benefit Schedules [(IBSC)]
* Set up default coverages for benefit plans that will be used for VACANT positions; only fill the default coverage
* UserCalcs [(IMUC)]
** Copy all UserCalcs to be used in FC, especially BE UserCalcs
*** You must be signed in as P2K to copy UserCalcs for FC
*** All UserCalcs copied for the FC 'Product' will be prefixed by 'FC_'
*** The old UserCalc and the new one must be exactly the same after the “FC_” prefix
*** Example of a bad copy: Old UC = ’Supp Life Prem’, New UC = ’FC_Supp Life Pre’ (These are not the same after the ‘FC_’ prefix.)
*** Example of a good copy: Old UC = ’SUPPLIFEPREM’, New UC = ‘FC_SUPPLIFEPREM’
** Change operand types EC/PC to EP/PP when used in a formula
** Ensure all PPH database items are changed to another database item or hard coded
** Write new Benefit UserCalcs that will be applicable for budgeting User Variables [(IMVR)]
** Define new user variables that will be applicable for budgeting Wage Scales [(ISWS)]
** Enter planned wage scale/step changes that will occur during the budget time frame
* Wage Step Rules [(ISRS)]
** Ensure that the Allow Wage Stepping toggle is checked in the bottom block of the ISRS screen
* Premium Types [(ISPT)]
** Define new premium types that will be applicable for budgeting
* Premiums [(ISPM)]
** Define new premiums that will be applicable for budgeting
** If establishing budgets in a production environment, premiums must be used to create earnings for loaded or manually entered assignments and positions
* Pay Calendars [(IPCL)]
** Set up all pay period calendars to the end of the budget period
* Pay Components [(IPPC)]
** Ensure that all time pay components have a calculation method of “EV: Entered Value”
* Processing Frequencies [(IPPF)]
** Define new processing frequencies that will be applicable for budgeting, if required
* Pay Points [(IPPP)]
** Define new pay point sets for budgeting purposes.
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!!!Budget Structure
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The budget structure defines the construction of budgets and budget areas, plans, assumptions and rules.
*Budget Setup 
**Create Initial Budget [(UFBDGT)]
** Define Budgets [(IFBU)]
**Budget Areas [(IFBA)]
**Associated Words [(IMAW)] 
*Wage Stepping for Budget Seats 
**Wage Step Rules  [(ISRS)]
**Maintain Experience [(ISEP)]
**Apply Wage Stepping for Budget Seats  [(UFSTEP)]
**Assumption Statements  [(IFAS)]
**Report Budget Makeup  [(RFBU)]
*Create Actual Scenarios and Seats [(UFACT)]

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!!!Establish Budgets
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*Create Budget Amounts  [(UFCALC)]
*Load Budget Amounts  [(UFLOAD)]

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!!!Analyze Financial Information
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*View Budget Amounts  [(IFVP)]
*Cost Accounts [(IFCA)]
*Produce Viewpoint Report [(RFVT)]
*Viewpoint Components [(IFVC)]