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- Financial Planning & Analysis
- Implementation
How a Financial Planning & Analysis rollout works
Start with one planning cycle and verify decisions against source records.
Set the scope
Choose an organization, period, plan owner, period owner and finance approver.
Load reference data
Establish organizations, team members, partners and forecast drivers with stable identifiers.
Prepare the cycle
Enter a plan with cost center lines, a forecast version and a period with linked documents.
Rehearse decisions
Approve an in review plan, validate and post a period, and inspect the recorded decisions and receipts.
Reconcile
Compare budget variance, forecast actuals and document totals with the owning financial source before expanding scope.
What the customer provides
Provide the organization and period calendar, cost center names, plan ownership, approved driver assumptions, document references and the source of recorded actual amounts. Name the people who may approve plans and advance periods. Use roles to agree access.
Changing it afterwards
Keep a new plan version distinct from the approved one. Review a driver’s existing versions before changing a rate or unit. Recheck affected views and reports after a source mapping or role change. Retain the action receipts and review decisions for the earlier cycle.
Set up Financial Planning & Analysis your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.