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Is there any way of providing a more robust daily budget in Rotas for some weeks instead of a static daily split whilst still using the same daily split process for the rest of the year?

Caroline Bethell
Locations have problems with inaccurate budgets during some weeks of the year when things don't follow a 'normal' pattern. This is especially evident during Xmas when locations are closed but our budgets assumes that there should be sales due to the static daily % splits still being applied @grace cheetham​ 
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Sophie Waters

Hi @grace cheetham​ 

 

If your budgets have been loaded and distributed using the daily split they can be amended as and when required via the Annual Budget screen in the Rotas Module. Rotas > Administration > Configure Location > select Location > select Edit Revenue Targets > select Annual Budget > select the relevant year and week you would like to amend > adjust the values in the relevant days > save.

 

The same path can be found in the following article: https://fc.force.com/customer/s/article/WFM-Inputting-Budgets

 

I hope this helps!

 

Best,

Lucy

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