Budgets and groups

A budget group decides three things for its members: how much they may spend a year, which products they see on the shelf, and who decides their Manager step. Groups are made and filled here in Flexshop. Open SHOPBudgets & groups.

Create a group

1. Press New group. The drawer New budget group opens.
2. Type the Group name. The name identifies the group, so it cannot be changed after you save.
3. Type an Annual budget, or tick No budget limit ("For a group that only sets a shelf or an approver. Its requests never get a Finance step because of budget.").
4. Choose an Approver, or leave it on Nobody. The approver is who the Manager step goes to when HR Management does not name a line manager.
5. Press Save.

Add and remove members

1. Click the number in the People column. The drawer Members of {group} opens.
2. Under Person to add, choose a person and press Add. Remove takes someone out.

A person can be in only one group: "That person is already in {group}. Take them out of that group first."

The table

• Per year can be edited in place: click it, type, and press Enter or leave the field to save. Escape puts the old value back.
• Spent is a bar with "{n}% used": sage under 75%, amber from 75%, rose when over. Spent counts the approved requests submitted in the current budget year; it is always calculated from the requests.
• Left turns rose and negative when the group is over.
• Manager step goes to is the group's approver, or "Nobody named".
• Total allocated adds up the groups with a limit.

Over budget, and people in no group

• Going over budget is allowed. It adds a Finance step to the request; it never blocks it.
• People in no group see only products shown to every employee, and no budget limit applies to what they request. The card People without a budget says how many there are.

Delete a group

Delete is in the group's edit drawer. "Only a group with nobody in it can be deleted." Otherwise: "This group still has {n} members, so nothing was deleted. Take them out of it first."

Who can do thisApplication Administrator