2024 Budget Planning and Performance Reporting change log

This page displays the change log for all Budget Planning and Performance Reporting releases in the year 2024.

NOTE: For links to the change logs and release notes for all Budget Planning and Performance Reporting releases, see Change log library.

General Availability releases

GA 2024.4 (11/18/24)

This release includes the following new features, enhancements, and issue fixes.

New features: Budget Planning

Global Labor Premium Dollars workflow

Budgeting for premium pay types, such as bonuses, was streamlined to enable administrators to assign current year projected and next year budget labor premiums without the need to open and manually update each department plan file. See Budget Global Labor Premium Dollars.

The following features support the new Global Labor Premium driver:

  • Added the new 23 Budget Global Labor Premium Dollars driver. Budget administrators can use this driver to input values for the current year projection and next year budget labor premium expenses.

  • Added a new table to store the current and next year budget values saved from the 23 Budget Global Labor Premium Dollars driver.

  • Added a Global Premium calculation method classification to the PayTypeKHAStdLine validated list. This classification is recognized in the Global Labor Premium driver to import historical actual and budget data.

  • Added a new Global Premium calculation method to retrieve the amounts entered in the Global Labor Premium driver for use in the Jobcode, Employee, and Staffing salary tabs within the plan file.

  • Added a new Global Premium calculation method as a valid premium calculation method within the Pay-Type Mapping Analysis utility.

Populate new departments with data

  • Added an import, Populate New Department Per Units, to populate new departments with a per-unit metric that uses the budgeted statistic from the 03 Budget Statistic driver to calculate the budgeted value. See Load Per Unit Metrics for New Departments.

  • Added a NewDeptPerUnit column in the BudXXXX_SupportingDetail table to store the imported per unit metrics.

  • Updated the Variable Expense calculation methods on the Expense tab to recognize New Dept Per Units.

    • Variable

    • Add New Variable

  • Updated the Variable Revenue calculation methods on the Stat_Rev tab to recognize New Dept Per Units.

    These calculation methods include:

    • IP Rev Per Unit

    • OP Rev Per Unit

    • Oth Rev Per Unit

    • IP_Payor

    • OP_Payor

    • Other_Payor

New features: Performance Reporting

Productivity Visual Insights model and report

Added the biweekly productivity visualization report and the following components:

  • Added the following tabs, which show actual vs budget KPIs and column charts for Salary Expense, Hours, Average Hourly Rate, and Overtime %.

    • Department Detail

    • VP Summary

    • Trend Analysis

  • Added a Department Summary tab that provides one target comparison, which switches between Benchmark, Flexible Budget, and Fixed Budget, depending on available department data.

  • Added slicers to toggle between Worked vs Paid options, and to filter by Entity, Vice President, Department, and Pay Period.

For more information, see Productivity visualization and Productivity data model.

Enhancements: Budget Planning

KHAStdLine default budget methodology

If no selection is made for the Select KHAStdLine Columns refresh variable, the system uses KHAStdLine as the default budget methodology for the following drivers:

  • 07 Budget Global data

  • 08 Budget Global data

  • 09 Budget Global data

  • 10 Budget Global data

  • 05 Budget Depreciation

  • 12 Budget Revenue GlobalRev

  • 11 Budget GlobalExp

Additionally, KHAStdLine is now required for the following driver files:

  • 05 Budget Depreciation

  • 11 Budget GlobalExp

  • 12 Budget Revenue GlobalRev

Configurable Manager Input column header

  • Updated the 01 Budget Config driver to support a configurable column header for the previously hard-coded Manager Input column.

  • Updated the Master and Provider templates to recognize a configured Manager Input column header.

Account description

The description for the Account dimension (Acct.Description) was increased from 100 to 150 characters to prevent issues with performing Strata/CompAn integrations.

Update to calculation methods

Labor tabs, including Employee, Staffing, and Jobcode, were updated to restrict the selection of invalid calculation methods.

Metric Explorer links

Removed the option to drill into the Metric Explorer dashboard from the Budget Assessment dashboard, following the conversion of Metric Explorer to Angular.

Enhancements: Performance Reporting

Department Management Productivity Report updates

Made the following format updates on the DeptList tab within the Department Management Productivity Report:

  • Added header titles to identify Refresh Variable selections.

  • Added a subtotal for all data columns except Prod% and Hours per Unit of Service.

    • Updated both the Default and Unfavorable views to include subtotals and grand totals for all visible records that meet the criteria.

    • Updated subtotal titles to include the Refresh Variable filter selection in the name.

    • Listed sections and departments in ascending order.

  • Added a grand total that sums the subtotals at the bottom of the report.

  • Updated the currency formatting.

  • Deleted the expand arrows in snapshot output.

Made the following updates to formulas on the DeptList tab for the Department Management Productivity Report:

  • Hours formula was updated to ensure that the sum of all expenses is equal to the Salary Expense Variance. Previously, the Salary Expense Variance Opportunity associated with hours included the opportunity associated with volume.

  • Updated the hour and dollar formula filters for Actual and Budget Total Paid to use the appropriate PTO data filter.

Enabled file processing for the Department Management Productivity report.

Added the Evaluation Summary tab to the Department Management Productivity report:

  • Added a new refresh variable to process expansion queries on the DeptList, JobcodeDetail, and PayTypeDetail tabs. You can select multiple tabs.

  • Added the ability to recognize conditional thresholds that are broken on the DeptList tab and to summarize the opportunities. The thresholds are associated with FTEs, Salary Expense, and Rates.

  • Named the section header and subtotal row based on the selected refresh variables.

  • Provided a grand total if more than one department dimension or section exists.

Orientation classification for Productivity reports

Added a new classification, Orientation, in the Paytype.LaborDist validated picklist.

The following reports were updated to recognize the Orientation classification and were modified as described:

  • Department Management Productivity report—Modified the following tabs:

    • DeptList—Added Orientation to the Education filter to preserve the calculated hours and dollars in the Worked and Paid categories.

    • Jobcode Detail—Split the Education/Orientation column into distinct columns.

    • PayType Detail—Added Orientation to the Education & Classification section to preserve the calculated result.

  • KHA_Drill07Dept—Separated the Education/Orientation section into two distinct sections, each supporting related thresholds and hours.

  • Labor Distribution—Added Hours and Dollars columns for Orientation.

  • MultiPeriod Comment Review—Added a selection for Orientation in the Select Productivity Comment Metric field on the Refresh Variables window.

  • Productivity Alerts—Separated the Education/Orientation section into two distinct sections with the ability to add productivity alert thresholds associated with Orientation.

  • Productivity - Biweekly Single Department—Separated Orientation and Education into two distinct columns.

  • Productivity Comment Review—Replicated the Education logic for Orientation and added new Orientation columns.

  • Productivity Executive Review—Separated Orientation and Education into two distinct columns and added productivity alert thresholds for Orientation.

  • Productivity VCC—Separated the Education/Orientation section into two distinct sections.

Issues fixed: Budget Planning

This release resolved the following issues:

Issue Description
Case Number 00527940 - NYB_Deductions_FSDetail not retaining revenue driver selections [#80204}

Issue: Saved driver selections were not retained when users reopened the utility.

Resolution: Updated the Revenue Driver selection in cell H4 to reference the saved method from cell BL4. Otherwise, the method defaults to Total Gross.
Error opening NYB_Deductions FS Payor report [#105294]

Issue: Cells AX8:BH8 were hard-coded to link to a table that was not in the system.

Resolution: Updated the formula in cells AX8:BH8.
Case Number 00502952 - NYB_Deductions_FSPayor fails to populate Rest of Year column [#59168]

Issue: Rest of Year column (M in AQ1) displayed 0 (zero) following the FSPayor selection.

Resolution: Replaced the missing field definition for column M in AQ1.
Case Number 00560041 - Global Statistic CM errors [#102371]

Issue: The Global Statistics calculation method resulted in an error for a blank value.

Resolution: Updated the validation logic to report blank values as zero.

GA 2024.3 (8/19/24)

NOTE: Outdated Productivity PDFs and their corresponding links were removed from Performance Reporting. Use the online help to access documentation: Productivity Reports online help.

This release includes the following new features, enhancements, and issue fixes.

New features: Performance Reporting

Department Management Productivity Report

Created a new report that summarizes the high-level departmental components of a productivity report, which include actual units of service/statistics, hours converted to FTEs, salary expense, and average hourly rates. Users can compare these components to a target to determine where opportunities exist for improvement.

The following features expand the functionality of this new report:

  • Expand and collapse the department list to show pay period trends and details for each department.
  • Department list highlights unfavorable variances, shows threshold indicators in Variance column headers, and provides a view of only the unfavorable variances.
  • Jobcode & Employee Detail tab expands to view jobcode data under the jobclass level and employee data under the jobcode level.
  • Jobcode & Employee Detail tab highlights unfavorable variances based on thresholds and provides a view of only the unfavorable variances.
  • PayType Detail tab shows actual and budget data and expands to show paytype detail at the employee level.

For more information, see Department Management Productivity.

Enhancements: Budget Planning

Change sort order for Budget Statistics Driver

Added the Sort order within Budget Groups variable to toggle the sort between departments and accounts for the 03 - Budget Statistics driver.

For more information, see Budget Statistics.

Expanded print capability for plan files

Expanded the printing capabilities for plan files to include new options to:

  • Print in bulk
  • Print only some tabs
  • Print predefined parts
  • Print individual plan files.

For more information, see Print a budget plan file.

Snapshot plan files

Added the ability to snapshot all plan files and plan file parts.

For more information, see Create a budget plan files snapshot.

Deprecated View All print option

Removed the View All print option for the following items because this option was not readable:

  • ADC tab
  • CDMRevenue tab

Plan file update

Updated filters to be consistent with the Sum By value in the Provider template when referring dimension.KHABgtcode.col.

Enhancements: Performance Reporting

Budget and Reporting tables for 2026

Created the following tables for 2026 to hold the data used for reports and budget:

  • \Axiom\Table Library\Budgeting\Flex Budget\FLX2026
  • \Axiom\Table Library\Management Reporting\Actuals\CY Forecast\CYF2026
  • \Axiom\Table Library\Management Reporting\Actuals\Financial\ACT2026
  • \Axiom\Table Library\Management Reporting\Actuals\Payroll\ACT_PAY12_2026

  • \Axiom\Table Library\Management Reporting\Actuals\Payroll\ACT_PAY27_2026

  • \Axiom\Table Library\Management Reporting\Actuals\Payroll\EMPLOYEE_ROSTER_2026

  • \Axiom\Table Library\Management Reporting\Actuals\Physician\ACT_PROV_2026

  • \Axiom\Table Library\Management Reporting\Actuals\Rev Usage\ACT_RU_2026

  • \Axiom\Table Library\Management Reporting\Actuals\Transactions\GLTRANSACTIONS_2026

  • \Axiom\Table Library\Management Reporting\Actuals\Health Plan\ACT_HP_2026

  • \Axiom\Table Library\Management Reporting\Actuals\Service Line\ServiceLine_2026

Logical order for department columns

Resorted the table columns for the Department dimension to follow a more logical order:

  • Owner

  • Reviewer

  • Approver

View variance comments on Variance View report

Changed the process to add and view variance comments so that users can see comments in their entirety on the Variance View report.

  • Tooltip icon prompts entering comments.
  • Hover over the tooltip to add or view a comment <= 500 characters.
  • Click Edit to open a dialog box to enter or view comments > 500 characters.
Payroll drill filter for Month End Dashboard

Added the JOBCODE dimension as another way to interact with drill filters in the Variance Comments Collection because the existing mapping utility and PAYTYPE dimension did not take into account customers who used the JOBCODE dimension to map to payroll data.

Expanded CDMCODE column in KHA_Drill04RevUsage

Resized the CDMCODE column in KHA_Drill04RevUsage to accommodate the entire CDMCODE value.

Issues fixed: Budget Planning

This release resolved the following issues:

Issue Description

Case Number 00554668 - Employee tab: Lump Sum Amount not using driver 14 month [#100589]

 Issue: Instead of the month identified in driver 14, the uniform merit increase month on the Employee tab was used to calculate the lump sum amount.

Resolution: Updated the JobCode Block calculation method on the Employee tab.
Case Number 00554668 - Staffing tab: Lump Sum Amount not using driver 14 month [#101601] Issue: Instead of the month identified in driver 14, the uniform merit increase month on the Staffing tab was used to calculate the lump sum amount.

Resolution: Updated the JobCode Block calculation method on the Staffing tab.
Case Number 00558184 - Staffing tab hours/dollars not saving to Bud_Pay12 [#101193] Issue: Some hours and dollars were not saved to the Bud_Pay12 table from the Staffing tab.

Resolution: Updated the JobCode Block calculation method on the Staffing tab.

Case Number 00547842 - Staffing: Holiday Worked not spread by Global driver in Salary Method

[#96967]

 Issue: Holiday Worked hours were not spread by the Global Driver amounts.

Resolution: On the Variables tab of the Master template, added a single place where a 1000 value can be used in the GetData function.

Case Number 00547842 - Jobcode: Holiday Worked not spread by Global driver in Salary Method

[#97312]

 Issue: Holiday Worked hours were not spread by the Global Driver amounts.

Resolution: On the Variables tab of the Master template, added a single place where a 1000 value can be used in the GetData function.

Case Number 00547842 - Employee: Holiday Worked not spread by Global driver in Salary Method

[#96517]

 Issue: Holiday Worked hours were not spread by the Global Driver amounts.

Resolution: On the Employee tab of the Master template, removed the cell formatting when Global is selected in column R to indicate the Global Driver data should not be altered.
BP: Jobcode Salary Method - Auto Balancing 1st Productive Standard PayType in Jobcode Block CM [#98338] Issue: Post-2023.3 release, the Holiday Worked hours were not spread by the Global Driver amounts.

Resolution: Updated the hours in the first Productive PayType row to auto-balance so that the FTEs for each month tie to what is being budgeted.
BP: Employee Salary Method - Auto Balancing 1st Productive Standard PayType in Jobcode Block CM [#98410] Issue: Post-2023.3 release, the Holiday Worked hours were not spread by the Global Driver amounts.

Resolution: Updated the hours in the first Productive PayType row to auto-balance so that the FTEs for each month tie to what is being budgeted.

Case Number 00553348 - Staffing tab FTEs calculating incorrectly

[#97428]

 Issue: The Staffing tab FTEs were calculated incorrectly when additional input monthly paytypes were included in the job code.

Resolution: For the total rows, changed the reference to one row above for the columns with hours.

Budget Planning Staffing: RemFTE save field is not referencing the values to be saved

[#98076]

 Issue: The RC column did not reference the correct numeric entries saved in the RemFTE field.

Resolution: Updated the RC column to correctly reference column P.
Case Number 00554668 - Employee tab, lump sum is based on the full 12 months and not just the number of months once the max is hit [#98659] Issue: The Lump Sum calculation on the Employee tab was based on the full 12 months and not just the number of months after the maximum was reached.

Resolution: Added a monthly calculation of (Uncapped Price - Capped Price) * Hours and summed over the 12 periods to calculate the total Lump Sum amount.
Case Number 00543755 - Different accounts using Rolling 12 CYPMethod calculate differently [#94857] Issue: Some accounts that used the CYPMethod appeared as annualized.

Resolution: To mirror the logic in the Detail Calc Method, removed the logic from CYBDetail CM that calculates a value if the budget is zero for the last 6 months.
Case Number 00503544 - Stats formatting differs for tabs[#59354] Issue: The Employee and Jobcode/Staffing tabs used different formatting for statistics.

Resolution: Updated the Employee tab formatting to match other salary tabs.
Case Number 00550726 - Jobcode code column width on Emp_List tab of budget plan file [#95377] Issue: Jobcodes used the full 25-character allowance so not all characters were visible in the plan file.

Resolution: Set column C to autofit in the view setup section.
Case Number 00557025 - LaborRates driver reference in plan file not scenario-compliant [#100336] Issue:An incorrect table was referenced when users created a scenario on the LaborDriver tab.

Resolution: Updated the master template for the LaborDriver tab to point to the correct table. (Changed Cell B15 from ="BUDGET"&Variables!I33&"_LaborRates" to =Variables!P57.)
Case Number 00558310 - Increased length of Filter column in GLPayrollMapping table [#101477] Issue: The maximum string length for the Filter column in the user interface did not match the setting in the corresponding table.

Resolution: Increased the string length for the Filter column from 100 to 200 in the GLPayrollMapping table.
Case Number 00522715 - Drilling at summary level in Income Statement Viewer fails [#75103] Issue: An arithmetic overflow error resulted in the Income Statement Viewer when users drilled on salaries at the summary level.

Resolution: Implemented the following changes:

  • Integrated [ConditionalCalculation] components for Period and YTD.

  • Set initial [item] condition for proposed decimal places that defaulted to zero.

  • Relocated VariancePercentage columns [calculation] property logic to component as secondary [item] condition.

  • Replaced [calculation] logic reference integrated components.
PFB-09077 - Nonproductive hours/dollars missing on Labor tabs [#59203] Issue: Columns BX and BY on the Jobcode tab did not display nonproductive hours and dollars.

Resolution: Changed column BY to a dollars number format with no decimals.

Issues fixed: Performance Reporting

This release resolved the following issues:

Issue Description
Case Number 00483651 - Month End Dashboard becomes unreadable [#58627] Issue: The graph was unreadable as the result of too many data points.

Resolution: Limited the query to the top 20 results and updated the Expense and Revenue Overview tabs for consistency.

Case Number 00522439 - Income Statement Summary - 12 Month Report missing content [#71741] Issue: A standard FSDetail category, R_NonOpOther, was not included in the 12-Month version of the Income Statement Summary.

Resolution: Added the missing category to the report.
Case Number 00483741 - Inconsistent sheet filters for similar reports [#58542] Issue: The Monthly to Biweekly Payroll report and Biweekly to Monthly Payroll report used different sheet filters.

Resolution: Updated the sheet filters for Dollars and Hours to use the same filters for both reports.
87104 - Unable to drill to department in Balance Sheet Viewer [#87104] Issue: Users could not drill from a line item to another asset or view.

Resolution: Updated the process to use a filter that aligns with the selected line item.

GA 2024.2 (5/20/24)

This release includes the following new features, enhancements, and issue fixes.

New features: Budget Planning

New Provider Benchmark Update utility

Created a Provider Benchmark Update utility that allows the application to expand the number of operational benchmarks without overwriting existing benchmark data. This new utility allows administrators to view, insert, delete, and update provider benchmarks in the ProvBenchmark table.

IMPORTANT: The former Provider Benchmark table (Axiom\Reports Library\Budgeting Utilities\Provider Utilities\System Setup\ProvBenchmark.xlsx) is preserved in existing environments; however, it is no longer functional.

For more information, see Provider System Setup utilities.

New EntityStatistic and Benchmark_Entity tables

Created EntityStatistic and Benchmark_Entity tables, which house entity benchmarks and statistics used in performance reports for peer group calculations and comparisons.

Update existing Benchmark Update utility
  • Updated the Benchmark Update Utility (Reports Library\Management Reporting Utilities\System Setup\Benchmark Update Utility) to edit Entity benchmarks in addition to Department benchmarks.
  • Used by administrators to view filtered and unfiltered results as well as insert, delete, and update entity-level benchmarks stored in the Benchmark_Entity table.m
  • Added PdFTE and VWkHrPerUnit fields for updating legacy Department benchmarks.

For more information, see Benchmark Update utility.

New features: Performance Reporting

Provider Mapping Analysis report

Created a Provider Mapping Analysis report to test and reduce AQ18 errors related to the logic-based rules associated with provider classifications and mappings.

Fore more information, see Provider Mapping Analysis.

Enhancements: Budget Planning

New Review Month Merit Increase option
  • Added the ability to budget for merit increases based on an employee's Review Date.
  • Added a Review Month option to the dropdown in the Merit Increase section of the Labor Rates Driver.
  • Updated the Review Month from the Labor Rates driver to be recognized on the following tabs of the Master template:
    • Employee
    • Jobcode
    • Staffing Salary Method
    • Empl_List
New Budget Income Summary report functions

Enhanced the existing Budget Income Summary report:

  • Added the ability to compare an Entity budget to a benchmarked budget to identify potential revenue-generating or cost-reduction opportunities.
  • Added functionality to compare Current Year Actual & Projected data to Next Year Budget and Peer Group Benchmark values at the Entity level.
Improved consistency in drivers with Budget Group exception functionality
  • Added the Budget Group refresh variable to drivers upon opening where Budget Group exceptions are built.
  • Added a validated, diminishing list of Budget Group options when adding a new Budget Group exception.
  • Made Budget Group selection an optional refresh variable selection. When no Budget Group exceptions are defined, the Global section is refreshed.
Enhanced 33 Provider List Driver

When new providers are added, the Provider Code is now validated against the Provider Dimensions to avoid manual entry errors and attempted creation of duplicate codes that are already saved in the driver.

Realigned columns in the Provider dimension

Moved the KHAInt and KHABgtCode columns in the Provider dimension next to each other to minimize classification errors.

Added new column to Plan File setup

Added a Budget Group column within the Plan File dialog boxes.

Updated PayType Mapping Analysis report
  • Added the ability to view the PayTypes that were set up in the PayType dimension but not in the Budget Labor Configuration driver.
  • Added a Validation Comment column, which highlights any mapping rules that were broken.

See Paytype Mapping Analysis for more information.

Modified the Budget Assessment dashboard

The Budget Assessment dashboard now accommodates upcoming Comparative Analytics model updates.

Enhancements: Performance Reporting

Eliminated duplicate departments across favorable/unfavorable summaries

The Executive Overview dashboard filters the variances to avoid duplicate departments in favorable/unfavorable month-end summaries.

Improved calculations

Disabled the YTD toggle field on the Month End dashboard if 3 Month Average is selected in the Select Target dropdown, which results in more accurate calculations.

Infor-Related Updates

  • Table names were updated to be preceded by “Infor_” to prevent upgrade errors if a new table is added with the same name that a client already added.

  • The PeriodEndingDate in Infor_GeneralLedgerTotal table was formatted as String but is now formatted as DateTime.

Issues fixed: Budget Planning

This release resolved the following issues:

Issue Description

Case Number 00543774 - All labor tabs not calculating ePTO

[#92353]

Issue: The ePTO formula pulled the incorrect cell’s data, causing an inaccurate calculation.

Resolution: The ePTO formula was corrected to pull the correct data and calculate accurately.

BP Global section changes are not being retrieved upon open (1 Budget Configuration)

[#89733]

Issue: Changes to the Budget Configuration driver were saved to the database but did not appear when the driver was reopened.

Resolution: Updated the driver formulas to ensure that results saved to the driver tables are refreshed upon reopening the driver.

BP Global section changes are not being retrieved upon open (30 Budget Provider Driver)

[#89952]

Issue: Changes to the Budget Provider driver were saved to the database but did not appear when the driver was reopened.

Resolution: Updated the driver formulas to ensure results saved to the driver tables are refreshed upon reopening the driver.

BP Global section changes are not being retrieved upon open (14 Budget Labor Rates)

[#89955]

Issue: Changes to the Budget Labor Rates driver were saved to the database but did not appear when the driver was reopened.

Resolution: Updated the driver formulas to ensure results saved to the driver tables are refreshed upon reopening the driver.

Case Number 00544282 - Changing GlobalStatistic CML to Statistic CML leaves invalid value in col BC

[#91606]

Issue: When changing a calc method in a plan file from Global to Statistic, column BC was not updated from a Global to a Calc status.

Resolution: When changing a calc method in a plan file from Global to Statistic, column BC changes to a Calc status.

Case Number 00544916 - Job code end rate is populating as $1,000 when there are no historical hours/FTEs

[#91870]

Issue: When no historical hours/FTEs were present, the Job Code end rate populated as $1,000, causing inflated values.

Resolution: The formula was corrected to pull based off of the calculated capped rate as of the last budgeted period.

Case Number 00547842 - Staffing: Holiday Worked not spread by Global driver in Salary Method

[#95553]

Issue: Post-release 2023.3, allocated percentages associated with monthly spread FTEs in the Budget Labor Configuration driver were not recognized in the budget plan file.

Resolution: When the Global Spread Method is used for a specific PayType row in the Jobcode calculation method (column V), the total percent (%) allocated (column R) is now spread to the applicable months using percentages supplied from the Standard Budget PayType section of the Budget Labor Configuration driver.

Case Number 00547842 - Jobcode: Holiday Worked not spread by Global driver in Salary Method

[#95822]

Issue: Post-release 2023.3, allocated percentages associated with monthly spread FTEs in the Budget Labor Configuration driver were not recognized in the budget plan file.

Resolution: When the Global Spread Method is used for a specific PayType row in the Jobcode calculation method (column V), the total percent (%) allocated (column R) is now spread to the applicable months using percentages supplied from the Standard Budget PayType section of the Budget Labor Configuration driver.

Case Number 00547842 - Employee: Holiday Worked not spread by Global driver in Salary Method

[#95826]

Issue: Post release 2023.3, allocated percentages associated with monthly spread FTEs in the Budget Labor Configuration driver were not recognized in the budget plan file.

Resolution: When the Global Spread Method is used for a specific PayType row in the Jobcode calculation method (column V), the total percent (%) allocated (column R) is now spread to the applicable months using percentages supplied from the Standard Budget PayType section of the Budget Labor Configuration driver.

Case Number 00553348 - Staffing tab FTEs calculating incorrectly

[#97428]

 Issue: The Staffing tab Jobcode calculation method incorrectly included additional input monthly PayType data in the FTE calculation.

Resolution: The Total Hours row was changed to exclude the additional input monthly PayType data.

Budget Planning Staffing: RemFTE save field is not referencing the values to be saved

[#98076]

 Issue: The RC column did not reference the correct numeric entries saved in the RemFTE field.

Resolution: Updated column RC to correctly reference column P.
Case Number 00554668 - Employee tab, lump sum is based on the full 12 months and not just the number of months once the max is hit [#98659] Issue: Lump Sum calculation on the Employee tab was based on the full 12 months and not just the number of months once the max is reached.

Resolution: Added a monthly calculation of (Uncapped Price - Capped Price) * Hours and summed over the 12 periods to get the total Lump Sum amount.
BP: Jobcode Salary Method - Auto Balancing 1st Productive Standard PayType in Jobcode Block CM [#98338] Issue: Post 2023.3 release, the Holiday Worked hours were not spread by the Global Driver amounts.

Resolution: Updated the hours in the first Productive PayType row to auto-balance so that the FTEs for each month tie to what is being budgeted.
BP: Employee Salary Method - Auto Balancing 1st Productive Standard PayType in Jobcode Block CM [#98410] Issue: Post 2023.3 release, the Holiday Worked hours were not spread by the Global Driver amounts.

Resolution: Updated the hours in the first Productive PayType row to auto-balance so that the FTEs for each month tie to what is being budgeted.

GA 2024.1 (2/19/24)

This release includes the following new features, enhancements, and issue fixes.

New features

This release includes the following new features:

New Benchmark Report utility

Created a Benchmark Report utility to update the Live Benchmark table, which is applied to the following types of reports:

  • Live
  • Bi-weekly
  • Month-end

NOTE: This new utility replaces the Benchmark utility, which is still available but only through a browser. The Benchmark utility can no longer be accessed through the MR Admin Task Pane.

For more information, see Benchmark Update Utility in Help.

Budget Compared to Benchmark by Department Report

Created the Budget Compared to Benchmark by Department report, which compares budget benchmark metrics and values. Using this report, budget administrators and analysts can determine where revenue enhancement or expense reduction opportunities might exist.

For more information, see Budget Compared to Benchmark by Department in Help.

Enhancements

This release includes the following enhancements to existing features:

Enhanced Benchmark options

This release includes the following benchmark enhancements:

  • Added per-unit benchmarks to the Live Benchmark table.
  • Converted the Live Benchmark table from SaveType3 to SaveType 1, which preserves existing records when adding operational benchmark columns.
  • Added per unit benchmarks to the 24 Budget Labor benchmark driver.
  • Updated the 02 Budget Benchmark driver to integrate benchmarks into the Summary tab of the plan file, which calculates operational budget benchmark values against final budget values.
Expand/Collapse function

Added a double-click function to either expand or collapse the Jobcode details within the following tabs of the master template:

  • Employee
  • Staffing
  • Jobcode
Provider Summary calculation method library update

Added new provider references for the N47 filter.

Issues fixed

This release resolved the following issues:

Budgeting: templates, plan files, and drivers

Issue Description

PFB-07417 - Load Biweekly Stats (using RevUsage); 2 transform errors

[#58568]

Summary: The Load Biweekly Stats import had multiple issues with the transform function.

Resolution: Disabled Step 4 in the transform process.

Expense tab: Budget Configuration - Columns to Hide is not being reflected correctly in the plan file

[#59217]

Summary: When Column ProjTTL was set to Hide=Yes in driver 1, the column still appeared in the plan file.

Resolution: Updated the column so that ProjTTL is no longer visible when Hide=Yes.

Budget Driver Security Update utility displays Select Admin Provider Drivers columns in a non-provider system

[#59248]

 Summary: The Budget Driver Security Update utility displayed Select Admin Provider Drivers columns in a non-provider system.

Resolution: Updated cell M10 to mirror cell L10, which looks for the provider license.

Case Number 00525561 - Budget Department Dimension Audit report: Error refreshing Axiom Query...Invalid field definition column 'LaborType'..."

[#77072]

Summary: The following DEPT columns had incorrect row definitions:

  • TPLOptions
  • LaborType
  • ShowOnListBudgeting

Resolution: Updated the incorrect row definitions to the following:

  • DEPT.TPLOptions
  • DEPT.LaborType
  • DEPT.ShowOnList_Budgeting

BP Staffing tab Dollars_History CM is not bringing actuals after rebuild

[#79787]

Summary: The Dollars_history calculation method did not return actuals data, even when History was selected.

Resolution: Updated the calculation method so that if History is selected from the option picklist, it always uses the historical value.

Division by zero error in Budget Expense tab - Provider Budget Plan Files Process Errors - Detail Expense Lines

[#86973]

Summary: After the application was upgraded to version 2023.4, the system displayed an error after processing the provider plan files.

Resolution: Updated the formula for the following calculation methods on the Expense tab:

  • Add New Detail
  • Detail
  • Variable
  • Variable_Stat
  • Add Detail - Input Total

BP Global section changes are not being retrieved upon open (1 Budget Configuration)

[#89733]

Summary: Changes to the Budget Configuration driver are saved to the database but do not appear when the driver is reopened.

Resolution: Updated the driver formulas to make sure results saved to the driver tables are refreshed upon reopening the driver.

BP Global section changes are not being retrieved upon open (30 Budget Provider Driver)

[#89952]

Summary: Changes to the Budget Provider driver are saved to the database but do not appear when the driver is reopened.

Resolution: Updated the driver formulas to ensure results saved to the driver tables are refreshed upon reopening the driver.

Patch releases

Patch 2024.3.2 (10/14/24)

This patch release includes the following enhancement.

Enhancements: Budget Planning

Account Description

The description for the Account dimension (Acct.Description) was increased from 100 to 150 characters to prevent issues associated with performing Strata/CompAn integrations. [#108242]

Patch 2024.2.2 (7/22/24)

This patch release includes the following issue fixes.

Issues fixed: Budget Planning

This patch release resolved the following issues:

Issue Description

Case Number 00554668 - Employee tab: Lump Sum Amount not using driver 14 month [#100589]

 Issue: Instead of the month identified in driver 14, the uniform merit increase month on the Employee tab was used to calculate the lump sum amount.

Resolution: Updated the JobCode Block calculation method on the Employee tab.
Case Number 00554668 - Staffing tab: Lump Sum Amount not using driver 14 month [#101601] Issue: Instead of the month identified in driver 14, the uniform merit increase month on the Staffing tab was used to calculate the lump sum amount.

Resolution: Updated the JobCode Block calculation method on the Staffing tab.
Case Number 00558184 - Staffing tab hours/dollars not saving to Bud_Pay12 [#101193] Issue: Some hours and dollars were not saved to the Bud_Pay12 table from the Staffing tab.

Resolution: Updated the JobCode Block calculation method on the Staffing tab.

Patch 2024.2.1 (6/4/24)

This patch release includes the following issue fixes.

Issues fixed: Budget Planning

This release resolved the following issues:

Issue Description
Case Number 00554668 - Employee tab, lump sum is based on the full 12 months and not just the number of months once the max is hit [#98659] Issue: The Lump Sum calculation on the Employee tab was based on the full 12 months and not just the number of months after the maximum was reached.

Resolution: Added a monthly calculation of (Uncapped Price - Capped Price) * Hours and summed over the 12 periods to calculate the total Lump Sum amount.
BP: Jobcode Salary Method - Auto Balancing 1st Productive Standard PayType in Jobcode Block CM [#98338] Issue: Auto-balancing formulas in the first Productive PayType row of the Jobcode calculation method were removed.

Resolution: Updated the hours in the first Productive PayType row to auto-balance so that the FTEs for each month tie to what is budgeted when adjustments are made to productive and non-productive FTEs.
BP: Employee Salary Method - Auto Balancing 1st Productive Standard PayType in Jobcode Block CM [#98410] Issue: Auto-balancing formulas in the first Productive PayType row of the Jobcode calculation method were removed.

Resolution: Updated the hours in the first Productive PayType row to auto-balance so that the FTEs for each month tie to what is budgeted when adjustments are made to productive and non-productive FTEs.

Patch 2024.1.4 (6/4/24)

This patch release includes the following issue fixes.

Issues fixed: Budget Planning

This release resolved the following issues:

Issue Description
Case Number 00554668 - Employee tab, lump sum is based on the full 12 months and not just the number of months once the max is hit [#98659] Issue: The Lump Sum calculation on the Employee tab was based on the full 12 months and not just the number of months after the maximum was reached.

Resolution: Added a monthly calculation of (Uncapped Price - Capped Price) * Hours and summed over the 12 periods to calculate the total Lump Sum amount.
BP: Jobcode Salary Method - Auto Balancing 1st Productive Standard PayType in Jobcode Block CM [#98338] Issue: Auto-balancing formulas in the first Productive PayType row of the Jobcode calculation method were removed.

Resolution: Updated the hours in the first Productive PayType row to auto-balance so that the FTEs for each month tie to what is budgeted when adjustments are made to productive and non-productive FTEs.
BP: Employee Salary Method - Auto Balancing 1st Productive Standard PayType in Jobcode Block CM [#98410] Issue: Auto-balancing formulas in the first Productive PayType row of the Jobcode calculation method were removed.

Resolution: Updated the hours in the first Productive PayType row to auto-balance so that the FTEs for each month tie to what is budgeted when adjustments are made to productive and non-productive FTEs.

Patch 2024.1.3 (5/6/24)

This patch release addressed the following issue fixes.

Issues fixed

This patch release resolved the following issues:

Budgeting: templates, plan files, and drivers

Issue Description

Case Number 00543774 - All labor tabs not calculating ePTO

[#92353]

Issue: The ePTO formula pulled the incorrect cell’s data, causing an inaccurate calculation.

Resolution: The ePTO formula was corrected to pull the correct data and calculate the formula accurately.

Case Number 00553348 - Staffing tab FTEs calculating incorrectly

[#97428]

 Issue: The Staffing tab FTEs were calculated incorrectly when additional input monthly paytypes were present in the job code.

Resolution: For the total rows, changed the reference to one row above for the columns with hours.

Case Number 00547842 - Jobcode: Holiday Worked not spread by Global driver in Salary Method

[#95821]

 Issue: Holiday Worked hours were not spread by the Global Driver amounts.

Resolution: On the Variables tab of the Master template, added a single place where a 1000 value can be used in the GetData function.

Case Number 00547842 - Employee: Holiday Worked not spread by Global driver in Salary Method

[#95825]

 Issue: Holiday Worked hours were not spread by the Global Driver amounts.

Resolution: On the Employee tab of the Master template, removed the cell formatting when Global is chosen in column R to indicate the Global Driver data should not be altered.

Case Number 00547842 - Staffing: Holiday Worked not spread by Global driver in Salary Method

[#96963]

 Issue: Holiday Worked hours were not spread by the Global Driver amounts.

Resolution: In the Variables tab of the Master template, added a single place where a 1000 value can be used in the GetData function.

Budget Planning Staffing: RemFTE save field is not referencing the values to be saved

[#98076]

 Issue: The RC column did not reference the correct numeric entries saved in the RemFTE field.

Resolution: Updated column RC to correctly reference column P.