Uploading budgets monthly

Rosie Williamson

• January 05, 2024 09:53

Is it possible to upload budgets as monthly instead of weekly/daily

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  Brenden Goodwin

  • January 05, 2024 13:53

  Hello,
  
  Thank you for your post.

  After reviewing the monthly budget upload functionality you have mentioned, we can confirm that this is not currently available or supported in the system.
  
  We have an area on the Customer Success Portal where all customers can post functionality ideas and vote on those they champion.
  
  Our product team uses these ideas to help influence their development strategy.

  Whilst I know the system doesn’t currently have the specific functionality you enquired about, I do highly encourage you to post your idea on our Customer Success Portal in order for other customers to review and vote. You in turn can also vote on other ideas previously posted. The more ideas and votes we have the better our product team can design our product roadmap.

  Here is the direct link to the Customer Success Portal Ideas Page (you’ll need to log in to raise an idea and vote). There is a helpful ‘how to’ post pinned to the top of each Idea section to help you familiarise yourself with the ideas process.

  For further information regarding budgets, please see below:
  
  WFM UK: UI Refresh: Scheduling: Uploading Sales Budgets and Wage Target Percentages
  
  WFM UK: UI Refresh Rotas: Entering Budgets and Revenue Targets by Location
  
  All the best,
  
  Brenden Goodwin - Tier 1 WFM Support Specialist

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