A plan moves through preparation and a finance decision. FP&A Planner identifies the organization, dated term and version, then enters cost center lines. Finance Leader opens the same in review plan before approving it. The plan number ties the submitted lines to the recorded decision and operation result.
Build the plan for an organization and term. Enter cost center, spend category, quantity, unit rate and actual amount on each line.
Check the lines and approve an in review plan through the inline action. The decision and operation result stay with the review.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.