Accounting › Workforce Planning
Planned Positions
A line is a POSITION rather than a person, because a plan built on named people cannot represent a vacancy — and a vacancy is the largest single source of variance in a personnel budget.
Where to find it
- Module: Accounting
- Group: Planning & Control
- Section: Workforce Planning
- Screen: Planned Positions
Address in the console: /accounting/workforce-lines
List · 15 columns · 31 fields on its form · 2 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Plan | Code | plan_code |
| Line | Number | line_no |
| Title | Text | job_title |
| Person | Text | employee_name |
| Vacancy | Yes or no | is_vacancy |
| Action | Status | action |
| Cost center | Code | cost_center_code |
| FTE | Number | fte |
| From | Date | start_date |
| Months | Number | months_in_plan |
| Base | Amount | base_salary |
| Loaded | Amount | total_cost |
| Load % | Number | load_pct |
| Expected | Amount | expected_cost |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Plan required | Choice | Looked up from existing records | |
| Line required | Number | ||
| Position | Choice | Looked up from existing records | |
| Person (blank = a vacancy) | Choice | Looked up from existing records | |
| Cost center | Choice | Looked up from existing records | |
| Project | Choice | Looked up from existing records | |
| Work breakdown element | Choice | Looked up from existing records | |
| Job title | Text | ||
| Grade | Text | ||
| Location | Text | ||
| Worker type | Choice | employee, contractor, intern, agency, consultant | |
| Action | Choice | Configuration list | |
| FTE | Number | ||
| From | Date | ||
| To | Date | ||
| Currency | Choice | Looked up from existing records | |
| Base salary | Number | ||
| Allowances | Number | ||
| Bonus | Number | ||
| Commission | Number | ||
| Overtime | Number | ||
| Employer tax | Number | ||
| Benefits | Number | ||
| Pension | Number | ||
| Other | Number | ||
| Increase % | Number | ||
| Increase effective | Date | A merit increase lands on its effective date, not on 1 January — several per cent on a full-year figure. | |
| Capitalised % | Number | ||
| Billable % | Number | ||
| Probability % | Number | ||
| Notes | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.