Agresso Business World - Planning Budgeting & Forecasting
Module
Agresso Planner is a flexible, database-driven budgeting, forecasting and planning tool, which is fully integrated with all core Agresso Enterprise Resource Planning (ERP) modules – replacing the use of multiple, diverse, unlinked spreadsheets. Planner provides invaluable support for all participants in the planning and budgeting cycles, of even the largest, most complex or fast-changing businesses. It brings together information from across the organization and key systems to provide a “single version of the truth”, from which to plan and make decisions. For example, it:
Assists financial managers, who need to gain control over the accuracy, completeness and timeliness of their budgeting process
Enables planning departments to create forecasts and perform “whatif” analysis
Controlled, efficient, self-service budgeting With our combination of self-service facilities (allowing access from disparate locations) and workflow (to tightly control the data flow into the budgeting process), you can easily move from centralized to devolved budgeting.
A clearer picture of day-to-day operations Planner automatically generates supporting transactions from income and expense postings, to support more complete day-to-day operational reporting. So, for instance, a sales entry may trigger an automatic commission entry, which gives rise to changes in the employer’s contribution and vacation pay.
Enabling data entry and collaboration from many sources Planner can integrate data: from existing spreadsheets (thanks to dynamic links into Excel); from external programs; or from end users (via user-defined, web-based input screens). This enables several business divisions or data sources to contribute to the planning and forecasting process, while keeping track of the changes and control over all the data inputs.
Better data security, control and visibility Sharing the core Agresso ERP system administration and security infrastructure, ensures that Planner’s user permissions, audit controls, validation and security features are tightly managed and consistent throughout.
Controlled user access, even when data is entered via Excel, to ensure accuracy and security of the underlying database
Complete audit trail for all data changes, user name and time of the change
The best of both worlds – simplicity and power Planner’s screens use an Excel-like “front-end”, giving users a familiar spreadsheet-like simplicity for data entry and budget modeling. But unlike traditional, static spreadsheets, there is real-time, two-way integration between the underlying database and the front-end, delivering rich functionality and up-to-the-minute data.
Agresso Planner tools and features
Unlimited number of budget versions for analysis, simulation and budget modeling
Analysis of Budget vs. Actuals
Automatic calculation of amortization and depreciation on assets and investments
Multi-currency budgeting
Ability to handle funding changes by using the features for virements or balanced budgets
Flexible reporting templates and wizards, provided in addition to user-defined reports
Multiple user-defined data entry screens, allowing users to decide the sequence of categories when entering data
Range of user-defined features, including:
Period definition – to determine the starting date and period type of the budget version
Budget periods – for example : weeks, months, quarters, years
Budget accounts plus 11 additional analysis categories
Accounting rules enforcement, driven by account code or other user-defined criteria
Reporting across multiple years
Mail distribution of generated reports
Ability to attach comments to transactions, allowing for documentation on a detailed level
Choice of Windows client or web-based deployment
Agresso Business World - Planning Budgeting & Forecasting
