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- Budgeting & Forecasting
- Who it's for
- Multi-department organizations
Multi-department organizations
Give department owners a shared planning process with clear boundaries. Budgeting and forecasting software gives Finance a consistent way to retain the inputs, decisions and reporting basis behind the plan.
How Budgeting & Forecasting is set up for you
A common planning calendar
Set the cycle, submission dates and reviewed baseline for each participating department.
Scoped ownership and review
Give each Cost-Center Head an entity-specific draft and retain the revision submitted for review. Finance can consolidate the accepted proposals while department users remain restricted to their own permitted population. A copied link, aggregate or export must enforce the same boundary as the normal workspace.
Consistent executive reporting
Publish variance comparisons and board packs from identified budget, actuals and forecast snapshots. Executive Reader receives only approved or distributed artifacts. Record any external board conditions separately and complete the required financial decisions on the resulting revision before it becomes the locked plan.
Pilot two departments with different owners, a delegated input and a returned proposal. Test both the ordinary review route and a material revision after CFO review. Verify that the consolidated totals reconcile to the selected department versions and that draft details remain unavailable to executive-only readers.
Features to start with
Roles on the team
- CFO
- Owns Targets, signs off the final budget version, reviews and approves board packs. The named approver at the top of the budget-approval chain.
- FP&A Director
- Designs each budget cycle, manages Versions through the cycle, runs Scenarios, owns the rolling forecasts, builds board packs. The day-to-day owner of the planning workbench.
- FP&A Analyst
- Operational role. Loads Actuals, runs and reviews variance analyses, prepares flux comments, supports Cost-Center Heads through the submission cycle, drafts board packs for Director review.
- Cost-Center Head
- Department / cost-center owner. Submits own Entity’s budget lines (Type: Budget) during the cycle, defends Variance each month with flux comments, requests budget transfers.
Set up Budgeting & Forecasting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.