- A Funding Period splits a category’s budget into blocks of time, for example quarters, so you can track spending per period. They’re optional.
To create one:
Step 1:
In Budget Details, allocate a quantity to at least one line item in the category and click Save. The Funding Period button for that category becomes active.
Step 2:
Click Funding Period on that category.
Step 3:
Click Add Funding Period.
Step 4:
Enter a Name, Start Date, End Date and Allocation Amount, then click Save.
Step 5:
A card appears showing the period’s Base Allocation, Spent and Unspent amounts.
To use it:
- when you roster a shift, pick the Funding Period. When that shift is invoiced, the amount comes off the period as well as the category.
Good to know:
- Periods must sit inside the plan dates and can’t overlap within the same category. Different categories can share the same dates.
- All periods in a category together can’t be more than the category budget. They don’t depend on your line item allocations.
- Every period stays available to pick when rostering until you delete it.
- If you delete a period linked to rostered shifts, RotaWiz asks you to confirm. The shifts stay, but lose the link to that period.
- When a plan is archived, its Funding Periods are deleted.