Direct Amount - Total Eligible Base

[pwc_94]

Dear all,

I am trying to understand the budget management in Compensation form using Direct Amount mode and the possibility to cascade Budget.

I now how to insert the Direct Amount mode in the plan I am configuring, but I have some doubts about how it is possible to manage the amount.

How "Total Eligible Base" be calculated? Can I put an amount directly or it's could be based on a field on template or sum of salary for example?

How can it be imported or inserted in the plan? I have tried to understand it but in my worksheet is always 0.

Thanks a lot

[xavierlegarrec]

Hi @pwc_94 

Direct Amount budgets can only be used with a feature called Budget Cascading, please see this blog. 

https://community.sap.com/t5/human-capital-management-blogs-by-members/understand-budget-type-direct...

Additionally please see my answer to this post: 

https://community.sap.com/t5/sap-successfactors-compensation/compensation-budget/m-p/13858958/highli...

And finally this blog with all budget options (Custom field with budget % by employee coming from a lookup table is leading practice):

https://community.sap.com/t5/human-capital-management-blogs-by-members/choosing-the-right-budget-con...

All the best

Xavier

[pwc_94]

Hi @xavierlegarrec,

[pwc_94]

Hi @xavierlegarrec, Thank you for your feedback and response, I really appreciate it. I had already gone through these posts before reaching out, as I'm currently helping a client define their budget. To understand how it works, I configured the Budget Amount mode in an internal environment to simulate Budget Cascading, but when I start the Cascading activity, the "Total Eligible Base" field is always zero. For this reason, I wanted to understand how it is populated and whether there is a missing configuration on my end. I couldn't find any configuration steps related to "Total Eligible Base" in the implementation guide. So far, I have set the budget calculation mode to DirectAmount, assigned a value of 100, and set it as 'Based On' the planner. Am I missing something? How is the "Total Eligible Base" calculated? From the documentation, I understood that the Direct Amount is a total budget set by the company, which is then split across different levels of the chain via cascading. That's why I was wondering where it could be entered. Thanks!

[xavierlegarrec]

Yes Total Eligible Base is where you enter the amount you start with, then Managers starting from the top can connect and start taking what they want from that budget and sending the remainder to the levels below them, until there is no more to cascade down. It's not split equally between levels below the top of management, it's a first come first serve logic hence it is very likely there will be no money for lower levels of management.