Planning

The Planning (formerly known as Budgeting) module allows you to design the budget model exactly as you want it, enter budget data, and save it back to the BI360 Data Warehouse. To make data entry smooth and efficient, the Budgeting module features spreading (distribution rules), unit-/percent-based calculations, historical data, and line-item details. You can also assign the budgeting to one or more users using the Assign function. For larger organizations, with multiple people involved in the budgeting process, it is advised to use the Workflow module.