User manual BUSINESS OBJECTS WORKFORCE PLANNING 5.2 CONFIGURATION EDITOR

[. . . ] BusinessObjects Workforce Planning Configuration Editor User Guide BusinessObjects Workforce Planning Configuration Editor 5. 2 Copyright Copyright © 2007 Business Objects. patents, which may cover products that are offered and licensed by Business Objects: 5, 555, 403; 6, 247, 008; 6, 289, 352; 6, 490, 593; 6, 578, 027; 6, 768, 986; 6, 772, 409; 6, 831, 668; 6, 882, 998; 7, 139, 766; 7, 181, 435; 7, 181, 440 and 7, 194, 465. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Xcelsius, Crystal Decisions, Intelligent Question, Desktop Intelligence, Crystal Enterprise, Crystal Analysis, Web Intelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects in the United States and/or other countries. All other names mentioned herein may be trademarks of their respective owners. [. . . ] Enter a formula name (The name is restricted to containing just alphanumeric characters - no spaces). Note: Several cells will indicate that there are errors in your configuration by displaying red underline squiggles. This is normal, since you haven't finished entering values for the new formula. Tip: If you hover your mouse over a cell indicating an error, a tool tip is displayed hinting at the cause of the error. In this case, we haven't yet filled out a required value for that cell. 1. 2. 28 BusinessObjects Workforce Planning Configuration Editor User Guide Using BusinessObjects Workforce Planning Configuration Editor Employee Fields Tab 3 3. Double-click in the Store As column of the new row and make a selection from the drop-down list. Possible values are: Value spot interval units Description spot values are single values, attached to a point in time; for example, a bonus interval values are continuous across time; for example, a salary units are continuous across time, similar to interval values. See the note below for more information on the difference between the two options. Results that are calculated using a formula with a Store As value of convertedinterval are prorated. convertedinterval Note: A formula with an interval store-as type behaves differently from a formula with a units store-as type when the field is used in a formula. When a formula result is calculated for a particular time period (for example, half a month), the value for an interval field is prorated (for example, half the monthly value), whereas the value for a units field is not prorated. Note: A convertedinterval differs from an interval, in that the result of a formula with a convertedinterval store-as type has an extra transformation applied its result, prorating the result. 24 and a salary formula has a $/month unit of measure, the result of the applied formula represents the amount for the entire month (Jan. Since the actual interval is only part of the month, the value needs to be prorated. The convertedinterval extra transformation prorates the formula's result according to the currently defined conversion rules. Double-click in the Units column and make a selection from the dropdown list. Note: The selected unit may affect the way entered values are prorated over time - $/year vs. Enter the formula. BusinessObjects Workforce Planning Configuration Editor User Guide 29 3 Using BusinessObjects Workforce Planning Configuration Editor Employee Fields Tab The formula is parsed as you type it in. As long as the formula is determined to be invalid, it is displayed in red with a red underline. As soon as the formula is determined to be valid (for example, you complete typing in the formula correctly), the font turns black and the underline disappears. Field Groups Workforce Planning employees can be divided into groups known as Field Groups. Each Field Group can have: · · a different set of relevant fields; · · more fields, fewer, or even a disjointed set; For example, one group may have a salary which is calculated based on an hourly rate, and another group may be salaried employees, where the Salary field is directly editable and static rather than being calculated; different field behavior · a different range of values allowed for various fields - for example, hourly wages which can be different for each employee. 1. Adding a Field Group On the Employee Fields tab with the Field Groups button selected, click Add. Note: Field Groups are incrementally and automatically named, in the form Field Group #. Tip: Use the Move Up and Move Down buttons to change the location of a field group in the list of field groups. [. . . ] If you specified values for a field when you created it on the Employee Fields tab, you can only select from those values when specifying a dialog field's default. These conditions will be evaluated when the user clicks the dialog's OK button. If the condition is not satisfied, the user is presented with an automatically-generated message that points out the offending field value. Field Relationships Field relationships help restrict users' choices to legal master/dependent field value combinations. For example, if the field Country has the values USA and Canada specified for it and the State field has a list of all the states and provinces specified for it, the user doesn't want to see the province names if they've selected USA as their country value. [. . . ]