Our implementation includes personnel expense budgeting at the individual level, and to create the roster of employees we use a list. We have a need to compare budgets year over year, ie FY19 vs FY20, and to do this we need to have different members in the list for different years, as well as a current roster. One way to do this would be to apply versions/time to lists, but I don't think that is possible. Has anyone else run into this problem? Thanks.
Thank you for the reply. Your suggestion works for some of the calculations we need to perform, but what I am hoping for is insight into data management strategies that allow different members of a list to be used depending on time and version. Any suggestions would be very helpful.
I am in need of the same type of solution. If a person was on the roster in 2020 but terminated in 2020, I don't want them to populate the budget template for 2021 but still want the budgeter to see the person on the template if they select 2020 time period. I'm not sure how to manage this in the employee list.
I will look at the course you recommended. I did setup a filter for "Is not Active for FY" but when I filter to create a view for my dashboard, I loose my department hierarchy and then the hierarchy filter on the dashboard doesn't connect to the roster data.