Summary Tab - Post to Planner Worksheets

The Summary tab displays all budget lines that exist in the scenario and allows for posting those lines into the Planner Budget. This is a helpful, consolidated view of personnel data that can be filtered as needed. Personnel will not update any Planner Budget until a user navigates to the Summary tab of a scenario and posts the scenario to a Planner Budget. 

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 at the top of the screen to adjust which pay types are shown.

Applying an Allocation

If you are utilizing the Personnel Allocations feature of Martus, ensure that you have your allocation applied before posting your Personnel summary to the Planner.

• Select the View with Allocation drop-down
• Select the appropriate Allocation
• Optional: Select the Show Allocation Details checkbox
  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.
• Click Load

Posting to Planner

It is important to review the Personnel Summary lines before posting to either a Scenario Budget or one of the existing Planner budgets. You can do this by posting to a "scenario budget." 

Post to a Scenario Budget

It is best practice to post the Scenario to its own Planner Budget before posting into a working budget. This allows for the Personnel Scenario to be reviewed and compared using the reports in Planner > Summary (especially the Side-by-Side Budget and Actuals Comparison report).

1. From Planner > Summary
2. Select the Appropriate Allocation
3. Click Load
4. If necessary Scroll down to the bottom of the screen
   
   
   
5. Click on Post to Scenario Budget (review the blue question mark for more detailed on-screen help)
6. Martus creates a budget for this personnel scenario in Planner to review and compare in reports there

Post to Existing Budget

When posting to a Planner Budget, all budget lines in the personnel scenario will replace or add to any lines in the Planner Budget. 

1. From Personnel Budgeting > Summary tab
2. Select View with Allocation (if using personnel allocations)
3. Click Load
4. Scroll down to the bottom of the screen
   
   
   
5. Choose the Appropriate Budget you want to post the personnel scenario to
6. 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.
• Personnel only adds or updates lines within a budget; it will not remove data from lines that do not appear in the scenario summary. 
• 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.

Use the links below to navigate through the learning path.

Use the links below to navigate the learning path.

Allocations <<  Introduction to Personnel - Learning Path