đź“Š Budget Follow-Up During Execution

1. What is budget follow-up during execution?

Training Plans allows you to monitor the actual execution of your budget as trainings are delivered and completed in Cornerstone (CSoD). This helps track financial impact in real time.

2. When can I follow budget execution?

To follow the execution of your budget:

  • You must lock the task first.

  • Then go to the “Budget” tab on the Dashboard to view detailed execution metrics.

3. What key budget metrics are available?

The Budget tab shows three key values side by side for easy comparison:

  • Total Setup – The initial budget defined during the Budget Setup phase

  • Total Planned – Budget committed to approved training needs

  • Total Executed – Budget spent on training needs that have been completed

You can also filter the view to focus on specific stages:

Visibility options: Setup, Planning, or Execution

4. What do each of the budget columns mean?

âś… Total Setup

  • The total budget available, as defined during the setup phase.

  • Manager-level budget: Shows the total budget for the manager and their entire management hierarchy.

  • OU-level budget: Shows the total for all managers in the current OU and child OUs.

âś… Total Planned

  • The portion of the budget assigned to approved training needs.

  • Reflects commitments made during the planning phase.

âś… Total Executed

  • The budget that has been actually spent on completed trainings.

  • Only planned and completed trainings are considered.

âť— Trainings not planned or not associated to a course will not be included.
💱 Exchange rate applied is based on the transcript’s completion date.

5. How do Setup, Planned, and Executed work by budget level?

🧩 If budget is managed at Manager level:

  • Setup: Budget available for the manager’s subordinates targeted by the plan

  • Planned: Budget used for approved needs assigned to those subordinates

  • Executed: Costs for needs completed by those subordinates

🧩 If budget is managed at OU level:

  • Setup: Budget for managers within the current OU

  • Planned: Budget used by managers in the current OU

  • Executed: Costs for completed needs by users within that OU

6. What do the support metrics mean?

đź‘Ą Direct Subordinates (Manager-level budgets only):

  • Displays two numbers:

    • The number of subordinates active during setup

    • The number currently active

🧑‍🤝‍🧑 Target Users (OU-level budgets only):

  • Also shows two numbers:

    • Users active during setup

    • Users currently active

7. What is “Average per User”?

This metric gives insight into budget distribution per target user or subordinate, depending on the task phase:

  • Budget Setup phase:
    Budget setup Ă· target users (or direct subordinates)

  • Planning phase:
    Planned needs value Ă· current target users (or direct subordinates)

  • Execution phase:
    Executed needs value Ă· current target users (or direct subordinates)