Show which assumptions produced each planning number.
| Log Number | Change Type | Driver | From Value | To Value | Changed By |
|---|---|---|---|---|---|
| AL-19091 | DriverCreated | UY | FV-285 | TV-608 | RG |
| AL-47003 | DriverUpdated | FR | FV-568 | TV-378 | ZV |
| AL-80046 | DriverValueUpdated | BU | FV-470 | TV-367 | JV |
| AL-88406 | FormulaCreated | GN | FV-455 | TV-145 | DW |
| AL-65984 | FormulaUpdated | WG | FV-903 | TV-138 | GS |
| AL-97232 | TransferApplied | GB | FV-434 | TV-490 | WK |
A driver needs a clear unit, source and responsible owner. Headcount is a count; salary is a currency amount; a benefit load is a percentage. HR, payroll and sales forecasts may supply inputs under the configured contracts, while a department can propose a manual change within its permitted scope. Imported values remain planning inputs and do not authorize a hire, compensation change or sales commitment. Retain the source date and effective basis before using an input in a submission.
Resolve each formula against the intended BudgetVersion, Scenario, Entity and Period. Use the validated Drivers.CODE and Formulas.CODE grammar and check the dependency graph before publishing results. A missing input or cycle returns a clear finding and leaves the last published snapshot intact. Where an override is permitted, keep the computed value beside the entered amount and its explanation. A new master default or formula revision must not recalculate a plan that has already been approved.
Assumptions History connects a recorded change to its driver, formula, version, author and reason. Mid-cycle master changes require the configured Admin decision and a new retained basis. Compare the prior and new inputs before submitting the affected draft again. Approved plans, scenario runs and board packs continue to reference the earlier calculation basis when appropriate. An audit entry must retain the actual source values; a timestamp alone cannot explain why a formula produced a different result.
Start with a personnel-cost formula and a facilities-cost formula. Include a missing value, an invalid dependency cycle, a manual override and a rate change after approval. Reconcile the resulting monthly amounts to the retained input basis. Verify that a failed calculation publishes no partial output and that a retry retains the same calculation identity.
Build a plan your teams can explain and your finance leaders can review.
Show which assumptions produced each planning number.
Compare alternatives without changing the approved budget.
Refresh the outlook while keeping earlier forecasts intact.
Keep budget changes and spending follow-up accountable.
Explain performance against the plan and share a consistent review.
Per Entity per Period: Headcount Driver values, AvgSalary, PersonnelExpense BudgetLines (Budget vs Actual), trailing-12 with delta. The cross-walk into Payroll's Headcount Cost ledger and the input to next-cycle workforce planning.
| Version Number | Cycle | Version Type | Status | Total Revenue |
|---|---|---|---|---|
| BV-87063 | BC-1772 | Submission | Draft | 26,249.49 |
| BV-23457 | BC-2033 | NegotiationCFO | Submitted | 2,304.65 |
| BV-37082 | BC-4171 | BoardApproved | InReview | 9,284.56 |
| BV-11516 | BC-8596 | MidYearReforecast | Draft | 37,282.45 |
| BV-76859 | BC-9168 | BoardApprovedRevision | Submitted | 10,156.32 |
| BV-65230 | BC-4375 | Submission | InReview | 22,944.11 |
Owns Targets, signs off the final BudgetVersion, reviews and approves BoardPacks. The named approver at the top of the budget-approval chain.
CRUD on Targets (sets the top-down goalposts)Read on every BudgetCycles, BudgetVersions, BudgetLines, Drivers, DriverValues, DriverFormulas, Scenarios, WhatIfRuns, RollingForecasts, RollingForecastSubmissions, ForecastAdjustments, VarianceAnalyses, FluxComments, Commitments, BudgetTransfers, Approvals, AssumptionsLog org-wideApprove BudgetVersions at the CFO step (Status: InReview → Approved)Approve BudgetTransfers above a configured thresholdDesigns each BudgetCycle, manages Versions through the cycle, runs Scenarios, owns the RollingForecasts, builds BoardPacks. The day-to-day owner of the planning workbench.
CRUD on BudgetCycles, BudgetVersions (create new Version, advance Status, lock), BudgetLines org-wide (only in authorized Draft Versions), Scenarios, WhatIfRuns, RollingForecasts, ForecastAdjustments, BoardPacks (Status: Draft → Generated → InReview)Read on Targets, Drivers, DriverFormulas, RollingForecastSubmissions, Commitments, Approvals, AssumptionsLogApprove BudgetVersions at the FP&A Director stepApprove BudgetTransfers up to threshold (above goes to CFO)Operational role. Loads Actuals, runs and reviews VarianceAnalyses, prepares FluxComments, supports Cost-Center Heads through the submission cycle, drafts BoardPacks for Director review.
Prepare and validate unpublished Actual and Forecast batches through the controlled workflowscannot edit published snapshotsMaintain variance explanations, never manually set computed results or reviewer decisionsEdit draft DriverValues within the current editable VersionDepartment / cost-center owner. Submits own Entity's BudgetLines (Type: Budget) during the cycle, defends Variance each month with FluxComments, requests BudgetTransfers.
CRUD on BudgetVersions of own OwnerEntity while Status: Draft — submit flips to Status: SubmittedCRUD on BudgetLines of Type: Budget and Type: Forecast within own Version's draft / submission window where BudgetLines.Entity = own Entity OR Entity.Parent = own Entity (covers the sub-cost-center hierarchy under the head)CRUD on RollingForecastSubmissions where Entity = own Entity while Status: Draft → SubmittedCRUD on own BudgetTransfers (Submit only — approval routes to FP&A Director / CFO)Line-of-business manager with scope limited to inputs that feed budget — headcount asks, capex requests, vendor cost estimates for own org. Sees aggregate own-org budget but no peer detail.
Read on BudgetEntities for own orgPropose draft DriverValues of Driver.Category IN (Workforce, Productivity) for own org's Entity (e.g. proposes Headcount ask for next period)Read aggregate BudgetLines of Type: Budget for own org Entity (own Entity totals only)Read Drivers catalogRead-only access to BoardPacks, top-line dashboards, and the approved BudgetVersion summary. Used by board members and exec staff.
Read on BoardPacks (Status: Approved or Distributed only), the top-line BudgetVersions summary fields (TotalRevenue, TotalOpEx, EBITDA — no per-line breakdown), Targets org-wide, RollingForecasts summary, and the org-level VarianceAnalyses rollupCannot read BudgetLines per-cell, DriverValues, FluxComments, AssumptionsLog, or any draft / unapproved artifactRead-only with full AssumptionsLog access for compliance and internal-audit work. Includes draft and approved artifacts.
Read on every table including AssumptionsLog (full audit trail), Approvals (full approval history), BudgetTransfers (including drafts and rejections), prior superseded BudgetVersions, and all Scenarios lineageCannot edit anythingcannot deleteno approval rights| Pack Number | Meeting Date | As Of Period | Based On Version | Approved At |
|---|---|---|---|---|
| BP-30136 | 23 Sep | 02 Oct | BV-14592 | 06 Oct |
| BP-65172 | 05 Sep | 08 Sep | BV-26747 | |
| BP-11360 | 25 Sep | 27 Sep | BV-48037 | 01 Oct |
| BP-82378 | 22 Sep | 28 Sep | BV-57316 | |
| BP-52330 | 07 Sep | 10 Sep | BV-69736 | 17 Sep |
| BP-79091 | 11 Sep | 15 Sep | BV-47637 |
Take a scoped proposal through the required financial decisions.
5 stages · 3 approvals
Publish an accepted outlook with a reproducible monthly basis.
4 stages · 1 approval
Test alternative assumptions and retain the comparison evidence.
4 stages · 0 approvals
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