Summary Tab - Report Details & Posting to the Planner Budget

The Personnel Scenario Summary tab displays all budget lines that exist in the scenario and allows for posting those lines into a budget. This consolidated view of personnel data can be filtered as needed. Any scenario must be manually posted by a Martus Admin via the Summary tab to a planner budget. A default allocation is automatically selected and loaded if available.

Posting a scenario to a budget requires the following steps, given in greater detail below.

1. View the Scenario 
   1. Filter the scenario lines as needed to review what will be posted to the budget.
   2. Be sure the appropriate allocation is applied in Personnel Budgeting > Scenarios > Summary. A default allocation will be automatically applied.
2. Prepare to Post the Scenario 
   1. Zero out any existing Planner budget amounts using Planner > Budget Lines, selecting accounts to impact via an account category. Make a copy of the Planner budget in Planner > Planner Setup first before using Budget Lines!
   2. Click Post to Scenario Budget in Personnel Budgeting > Scenarios > Summary. Compare the scenario budget and the Planner budget in Planner > Summary.
3. Post the Scenario to the Budget 
   1. Unset the Planner budget as the Dashboard default in Planner > Planner Setup.
   2. Click Post to Existing Budget after selecting the desired budget in Personnel Budgeting > Scenarios > Summary to post the scenario lines to the budget.
   3. Set the Planner budget as the Dashboard default in Planner > Planner Setup.

View the Scenario

Filtering and Viewing

The Summary page allows for filtering in both the criteria above and the column filters on individual columns. Note that statistical accounts are not included in totals with GL accounts. You can filter the Pay Type criteria to adjust which pay types are shown.

When posting the scenario to a budget, all lines are posted, regardless of what lines are showing per applied filters.

Viewing an Allocation

If you have personnel allocations, the default allocation is automatically selected and loaded. Select another allocation from the dropdown and click Load if desired. When using an allocation, the Show Allocation Details option will provide lines for each allocation displaying the debits and credits that result from that allocation's application.

Prepare to Post the Scenario

Zeroing Out Personnel Lines in the Budget

Best practice before posting the scenario to a budget is to clear any existing budget amounts from your payroll accounts using Planner > Budget Lines. We highly recommend making an archive copy of the budget before you use Budget Lines. To make an archive copy, navigate to Planner > Planner Setup, select the budget using the box to the left, and click Archive from the actions menu.

Next, navigate to Planner > Budget Lines (available to all Martus Admins) to zero out current budget numbers. Specify the budget and mode, and select the appropriate accounts to zero-out. Worksheets must be unlocked. Any budget amounts coming from an SPW will not be impacted. 

From the Actions menu, select Adjust Amounts. Click Select All, and set Adjust values by to 0.

   TIP - Use an account category to quickly isolate your payroll accounts!

Click here for more information on using Budget Lines. Click here for more information on setting up Account Categories.

Viewing the Scenario as a Mini-Budget

It is important to review the personnel summary lines before posting to one of the existing Planner budgets. You can do this by posting to a "scenario budget." This will create a mini-budget in Planner with the same name as the scenario. 

1. Navigate to the Personnel Budgeting > Scenarios > Summary tab.
2. A default allocation is automatically selected and loaded if available.
3. Scroll to the bottom of the screen.
   
   
4. Click Post to Scenario Budget (review the blue question mark for more detailed on-screen help).
5. Martus creates a budget for this personnel scenario in Planner to review and compare in reports there.
   
   

Best practice is to review and compare the scenario budget and the Planner budget using the reports in Planner > Summary (especially the Side-by-Side Budget and Actuals Comparison report). Once the scenario budget is confirmed, you are ready to post the scenario to an existing Planner budget.

Post the Scenario to the Budget

When posting to an existing budget, all budget lines in the personnel scenario will be posted to the budget. If the scenario was previously posted, it will replace existing lines in the budget, and new lines will be added. 

Unset the Dashboard Budget

The budget selected cannot be the Dashboard default budget. Temporarily unset the budget as the Dashboard default, and then reset it after posting the scenario.

Note: An archived copy of the budget you select is automatically created prior to posting the scenario, and can be found in Planner > Planner Setup > Manage Archived Budgets with the name of the budget appended to "Prior to Personnel Posting", with the date.

1. Navigate to the Personnel Budgeting > Scenarios > Summary tab.
2. A default allocation is automatically selected and loaded if available.
3. Scroll to the bottom of the screen.
   
   
4. Choose the appropriate budget to post the personnel scenario to.
5. Click Post to Existing Budget.

Important Notes

• When you post a scenario, it will update all worksheets in the budget, whether they are locked or not.
• Worksheet lines posted from a scenario budget will assume the status of the worksheet. If the worksheet is unlocked, then the scenario lines can be edited by the user.
• Personnel only adds or updates lines within a budget; it will not remove data from lines that do not appear in the scenario summary. 
• A note is added to each amount on the line posted to by a scenario for that worksheet so that the user can easily tell which lines were posted to and which scenario was used when posting to the Planner Budget. In order to identify which scenario has been posted to a Budget, open a worksheet that contains personnel lines and view the line note.
  
  
• Only Admins can post a personnel summary to a Planner Budget.
• ALL lines of the scenario will be posted regardless of what filters are applied on the Summary screen.
• Scenarios will not post to frozen months in the Planner Budget.
• It is possible to compare multiple Scenarios via the Post to Scenario budget option. Simply post multiple Scenarios from either the same fiscal year, or multiple fiscal years to their own Scenario budgets. Then go to Planner > Summary and navigate to the Side by Side Budget & Actual Comparison report to select the various Scenario budgets that should be compared. This method allows for a year-over-year analysis of Personnel Costs.
• If the Summary Tab is not showing any amounts, it is recommended to navigate to the Detail tab and ensure it is populated; if not, use the option to Recalculate/Return to Original Rates. 

Use the links below to navigate through the learning path.

Allocations <<  Introduction to Personnel - Learning Path