Symptom
Within a compensation form you see correct budget totals. Then you use filters to hide some people on the plan but the budget totals do not change.
Environment
- SAP SuccessFactors HXM Suite
- SAP SuccessFactors Compensation
Reproducing the Issue
- Open compensation form and check the budget
- Filter the employees
- Budget remains the same
Cause
Working as designed.
Resolution
Values in budget table are based on the form and not the filtered employees. The budget total is a calculation of all employees in that form and can't be divided dynamically by the filter options. The same applies to group total of that form since allocated amounts in the budget table should be the same as group totals. In this way the planner always knows whether allocation exceeds budget even if you are currently filterin out some people on the plan.
Note: In executive review, when applying filters, the Totals will be updated as the executive review is designed very differently than how the worksheet works. A worksheet will not work the same as Executive Review, and that too is working correctly as designed.
Keywords
budget, form, compensation, worksheet, update, filter, people, employee, group, total, widget, executive, review , KBA , sf compensation budgets , LOD-SF-CMP , Compensation Management , How To