Budgeting Best Practices
|
|
- Roger Ferguson
- 5 years ago
- Views:
Transcription
1 Budgeting Best Practices Presented by Rob Iversen with
2 Who am I? Rob Iversen Denver, Colorado 20+ Years CPM Implementation Experience Recovering Accountant
3 Who is this session for? Audience for Budgeting Best Practices Adept at BI360 Report Designer Understanding of General Accounting Principals Administrators/Designers of the Budget Process
4 1 Goals and Objectives Agenda General Best Practices Budget Preparation Excel Planning 5 Cloud/Web Budget 6 Summary & Q&A
5 Goals & Objectives Goals: Gain a better understanding of some budgeting best practices with BI360. Objectives: Able to use general BI360 budgeting best practices Have a budget preparation checklist to use Understand of the differences between Excel and Web/Cloud based budgeting with BI360.
6 General Best Practices Parameters Control Hide Scenario and Period parameters for control of budget data entry. Maintenance Easy to find hidden parameters for budget cycle updates. Single Period Parameter Reduce user selections. Display additional period information using Functions.
7 General Best Practices Named Ranges Auditing Quickly find named ranges used in formulas and other Excel functionality. Multi-Tab Reporting If linking through multi-tab, named ranges are always recommended.
8 Budget Preparation Checklist Model & Template New Modules and Dimensions Add new modules and dimensions as needed. Attributes Review module and dimensional attributes for any name changes or additions.
9 Budget Preparation Checklist Parameters Update Parameters Update the hidden Scenario and Period parameters in all templates as required.
10 Budget Preparation Checklist Load Data Load Dimensions Load any new dimensions for updated or new data sources. Load Data Load budget data, such as personnel data. Copy Version Use the Copy Version Rule to start a new cycle fully populated with data.
11 Budget Preparation Checklist Enter Assumptions Enter Assumptions Add all assumptions for the new Budget/Forecast Scenario and Year.
12 Budget Preparation Checklist Testing Draft Testing User Acceptance Testing Stress and Performance
13 Budget Preparation Checklist Security Access Management Security Roles Review if any new Roles are needed. Individual Access Add/remove users. Change security based on new requirements and dimensions.
14 Budget Preparation Checklist Licenses Reporting Assign Live Reporting and/or Archive licenses to end users. The Report Designer license automatically includes Live Reporting, Assignments, and Budgeting/Workflow (if purchased). Data Warehouse Manager This license will be needed by the administrator of budget cycle. Assignments and Workflow Assignments are required for end users for data entry. Workflow setup can only be accessed by Report Designer users (if Workflow module is purchased).
15 Budget Preparation Checklist Workflow and Assignments Assignments Must assign users to templates with discretionary parameter values. Workflow Or optionally assign users to templates, with approval, tracking and budget entry control.
16 Budget Preparation Checklist Budgeting Best Practices
17 BI360 Excel Planning Ignore Rows and Columns Storage on Rows & Columns Use an i on any row or column to ignore storing data. Efficient Testing Ignore all but one or two rows when testing Data Settings/Storage. Easily Determine Cells that Store View the rows and columns that have an i to determine cells that are not stored.
18 BI360 Excel Planning Data Settings Array Based Data storage based on an array. Each Array/Data Setting can store to only One module. Select Dimensions Define cell references or lookup values from a table for dimension selections. Choose Module Attributes Determine module attributes for storage.
19 BI360 Excel Planning Protection Lock Down Form Unlock only allow those cells which should allow user interaction in the template. Formatting Formatting changes can be locked down or allow users to do things such as filtering. What is Important Allowing users to edit only relevant cells in input templates. Use separate reports for detailed and offline analysis.
20 Cloud & Portal Planning Storage Cell Based Storage Set storage on every cell. Only allows storage to one Module, same as Planning. Input or Calculation Can store from direct input or calculations. Choose Dimensions and Attributes Choose dimensions and attributes for storage.
21 Cloud & Portal Planning Cell Protection Protect Non-Input Cells Does not allow changes to non-input cells. Allows changes to any formulas with Storage Settings. Alternate BI360 Protect non-input cells turned off, Lock all non-input/editable cells, and apply Excel Sheet Protection with no password.
22 Summary Budgeting Best Practices Parameters Named Ranges Excel Planning Use i ignore rows/columns Array based storage Cloud/Web Budgeting Cell based storage Use built in Protect Non-Input Cells when possible Use Excel protection as an alternate
23 Next Steps Solver s goal with BI360 is to enable world-class decisions (top 1% in your industry) for your organization QUESTIONS? SOLVER ACADEMY A new elearning experience always there when you need it NEXT STEPS Contact us at support@solverglobal.com or contact your BI360 partner
Vivid Reports 2.0 Budget User Guide
B R I S C O E S O L U T I O N S Vivid Reports 2.0 Budget User Guide Briscoe Solutions Inc PO BOX 2003 Station Main Winnipeg, MB R3C 3R3 Phone 204.975.9409 Toll Free 1.866.484.8778 Copyright 2009-2014 Briscoe
More informationCloud CFO Budget & Forecasting. Cloud CFO Beta 08/2015 v14
Cloud CFO Budget & Forecasting Cloud CFO Beta 08/2015 v14 Overview An organisation will typically set the annual budget towards the end of the preceding financial year. Re-forecasting is performed on a
More informationThe following Key Features describe important functions in the Account and Loan Transfer service.
Account and Loan Transfer The Account Transfer service makes moving funds between accounts secure and simple. The user will find processing Multi-Entry Transfers and defining Recurring Transfers as easy
More informationmore information Upload a contribution file
Upload a contribution file more information About the Microsoft Excel contribution process Upload a contribution file is an online process that allows you to submit Microsoft Excel (Excel) contribution
More informationBI360 Reporting and Budgeting Examples. A Solver White Paper
BI360 Reporting and Budgeting Examples A Solver White Paper July 2012 solverusa.com Copyright 2012 Table of Contents Solver Templates... 3 Basic Budgeting and Forecasting... 4 Five Year Budget... 4 Forecasting...
More informationFinancial Systems Date version: 7 July 2011
Financial Systems Date version: 7 July 2011 VAT Functionality Enhancements- All Affected Modules Background The assignment of VAT (GST) when processing financial information is difficult and time consuming
More informationTable of Contents. Genoa User Guide. Policy Setup Bridge User Guide Policy Setup
Table of Contents 0 Genoa User Guide Policy Setup 4.2.3 4.2.3 Bridge User Guide Policy Setup Table of Contents 0 Table of Contents TABLE OF CONTENTS... Searching For a Policy... 1 Searching for the Latest
More informationSpreadsheet Add-in Review. Marketing Technologies Group
Spreadsheet Add-in Review What is a Multidimensional Database? Conceptual model of the way we think about business Presents data in a format that is meaningful for making decisions Stores and retrieves
More informationGL Budgets. Account Budget and Forecast. Account Budgets and Forecasts Menu
Account Budget and Forecast The Account Budget and Forecast function allows you to enter and maintain an unlimited number of budgets and/or forecasts values and types. When setting up the account budgets
More informationManagement Setup & Quick Start Guide. Sub heading i.e version xxx. Grower Edition Gatekeeper Version 3.5 June 2016
Title Stock of Reconciliation document and Sub heading i.e version xxx Management Setup & Quick Start Guide Grower Edition Gatekeeper Version 3.5 June 2016 www.farmplan.co.uk 01594 545022 Gatekeeper@farmplan.co.uk
More informationMicrosoft Forecaster. FRx Software Corporation - a Microsoft subsidiary
Microsoft Forecaster FRx Software Corporation - a Microsoft subsidiary Make your budget meaningful The very words budgeting and planning remind accounting professionals of long, exhausting hours spent
More informationFM099: Advanced Excel: Spreadsheet Techniques and Financial Applications Financial Controller
FM099: Advanced Excel: Spreadsheet Techniques and Financial Applications Financial Controller FM099 Rev.001 CMCT COURSE OUTLINE Page 1 of 7 Training Description: Advanced Excel: Spreadsheet Techniques
More informationSchool BPS. Authors Details. Document History. Release Version Name Date Sign. Prepared by Suresh Vishwanath 06/04/2017
School BPS Release Version 10.1.0.0 Authors Details Name Date Sign Prepared by Suresh Vishwanath 06/04/2017 Reviewed by Chethan Bharadwaj 19/06/2017 Approved by Pete Jones 29/06/2017 Document History Version
More informationDefault Management Reporting System (DMRS) Correcting Event Failures and the Failed Submitted Events Report Job Aid
Default Management Reporting System (DMRS) Correcting Event Failures and the Failed Submitted Events Report Job Aid 2016 Fannie Mae. Trademarks of Fannie Mae. Version 2, Page 1 Table of Contents Purpose...
More informationPlan Sponsor User Guide
Plan Sponsor User Guide Getting Started with PensionEdge Plus This guide is designed to provide you with a quick understanding of the many features of the PensionEdge Plus portal. The portal allows you
More informationWinTen² Budget Management
Budget Management Preliminary User Manual User Manual Edition: 4/13/2005 Your inside track for making your job easier! Tenmast Software 132 Venture Court, Suite 1 Lexington, KY 40511 www.tenmast.com Support:
More informationTests for Two Variances
Chapter 655 Tests for Two Variances Introduction Occasionally, researchers are interested in comparing the variances (or standard deviations) of two groups rather than their means. This module calculates
More informationCommission Plans & Payroll Guide
Commission Plans & Payroll Guide Detailed Overview of The Reports in The Envision Software I Commission Plans & Payroll Guide Table of Contents Part I Introduction 1 Part II Commission Plan List 1 1 Edit
More informationDynacBudget. User Guide. Version 1.5 May 5, 2009
DynacBudget User Guide Version 1.5 May 5, 2009 Copyright 2003 by Dynac, Inc. All rights reserved. No part of this publication may be reproduced or used in any form without the express written permission
More informationinsightunlimited Budgeting & Planning User Guide
insightunlimited Budgeting & Planning User Guide insightunlimited Version: 2014.2 Document Version: 1.5 Last Updated: April 15, 2015 Table of Contents Introduction... 5 Overview... 5 Budgeting Workflow...
More informationINVESTOR360 : ADDITIONAL ASSETS
INVESTOR360 : ADDITIONAL ASSETS The Additional Assets section displays a list of outside assets associated with the account, such as bank accounts, loans, and credit cards, as well as assets manually entered
More informationMorningstar Adviser Workstation. Release New Features Guide
Morningstar Adviser Workstation Release 3.11 New Features Guide 1 Contents Client Reporting... 3 Web Portal... 3 Client Overview... 3 Activating the Client Overview... 3 Snapshot report... 4 Integration...
More informationModule 6 - Volatility Lab - 1
Module 6 - Volatility Lab TOPICS COVERED: 1) EHA Volatility Lab (0:07) 2) Review Formulas for Volatility (2:15) 3) CalculationCount UDF (9:15) 4) Other Routines (10:46) 5) Avoid Volatile Formulas! (12:02)
More informationShared: Budget. Setup Guide. Last Revised: April 13, Applies to these SAP Concur solutions:
Shared: Budget Setup Guide Applies to these SAP Concur solutions: Expense Professional/Premium edition Standard edition Travel Professional/Premium edition Standard edition Invoice Professional/Premium
More informationPNC HSA Funding & Contribution Guide for Employers
PNC HSA Funding & Contribution Guide for Employers How to set up and send employer-directed HSA Contributions with PNC Bank 20180924AHNJ Document Updates The table below details updates made to the document
More information$0.00 $0.50 $1.00 $1.50 $2.00 $2.50 $3.00 $3.50 $4.00 Price
Orange Juice Sales and Prices In this module, you will be looking at sales and price data for orange juice in grocery stores. You have data from 83 stores on three brands (Tropicana, Minute Maid, and the
More informationEnterprise Planning and Budgeting 9.0 Created on 2/4/2010 9:42:00 AM
Created on 2/4/2010 9:42:00 AM COPYRIGHT & TRADEMARKS Copyright 1998, 2009, Oracle and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates.
More informationUSER GUIDE. October 2015
TM USER GUIDE October 2015 CONTENTS ACCESS SMARTCLOSE TO INITIATE COLLABORATION... 1 INVITE COLLABORATORS... 3 PIPELINE VIEW... 4 INSIDE SMARTCLOSE... 5 OWNER DROPDOWN... 5 THE AUDIT SYSTEM... 6 THE MESSAGING
More informationCHAPTER 2: GENERAL LEDGER
Chapter 2: General Ledger CHAPTER 2: GENERAL LEDGER Objectives Introduction The objectives are: Explain the use of the Chart of Accounts in Microsoft Dynamics NAV 5.0. Explain the elements of the G/L Account
More informationGatekeeper Module Gatekeeper Version 3.5 June
Title Budget of document & Business Planning Sub Setup heading & Quick i.e version Start xxx Guide Gatekeeper Module Gatekeeper Version 3.5 June 2016 www.farmplan.co.uk 01594 545022 Gatekeeper@farmplan.co.uk
More informationTo Receive CPE Credit
Planning for the Future with BI360 Charles Allen Senior Managing Consultant BKD Technologies callen@bkd.com August 10, 2017 To Receive CPE Credit Participate in entire webinar Answer attendance checks
More informationUSC Total Access for Research Administration Financial Projections System (FiPS) Quick FiPS Help Guide
USC Total Access for Research Administration Financial Projections System (FiPS) Quick FiPS Help Guide Date Created: July 2013 Contents Introduction... 3 Logging in... 4 Accessing FiPS... 4 My Accounts...
More informationClosing the Fiscal Year
Closing the Fiscal Year NORRIQ Belgium Date: 08/12/ Contact the NORRIQ service desk for additional assistance: servicedesk@norriq.be or +32 16 498 111 Index 1 Year end closing 3 1.1 Opening a new fiscal
More informationMorningstar Office Release Notes December 10, 2010
Morningstar Office 3.9.1 Release Notes December 10, 2010 Table of Contents CLIENT INFORMATION MANAGEMENT...3 CLIENT WEB PORTAL...5 CLIENT/PORTFOLIO MANAGEMENT...7 ALERTS...7 RESEARCH...8 INVESTMENT REPORTS
More informationBanner Finance Self Service Budget Development Training Guide
Banner Finance Self Service Budget Development Training Guide Table of Contents Introduction and Assistance...3 FOAPAL....4 Accessing Finance Self Service...5 Create a Budget Development Query... 6 Query
More informationChameleon REPORTING BUDGETING ANALYSIS INTELLIGENCE. Accelerated Performance Management with Computron s G2 Chameleon
Chameleon REPORTING BUDGETING ANALYSIS INTELLIGENCE Accelerated Performance Management with Computron s G2 Chameleon Interactive Reports and Enquiries Chameleon is a powerful, simple and easy to use solution
More informationProject Budgets! Stay in Control of Your Projects' Finances with. Project Budget Quick Reference WHAT CAN THE PROJECT BUDGETS FEATURE DO FOR ME?
Stay in Control of Your Projects' Finances with Project Budgets! HOW DOES THE PROJECT BUDGETS FEATURE WORK? The Project Budget feature displays planned billings or costs. Actuals versus Planned View compares
More informationAdditional Medicare Tax User Guide for QuickBooks
Additional Medicare Tax User Guide for QuickBooks Beginning tax year 2013, a new Additional Medicare Tax (a provision of the Affordable Care Act) of 0.9 percent applies to individuals Medicare taxable
More informationContracts Features Available in HTML5. it just makes sense
Contracts Features Available in HTML5 it just makes sense August, 2018 Contracts Features Available in HTML5 As part of the 5.2 SP1 release, the Contracts functionality is now available in HTML5 and provides
More informationipay is designed to help you manage your bills and account information. You must be signed up in order to access the ipay site.
ipay Instructions ipay is designed to help you manage your bills and account information. You must be signed up in order to access the ipay site. Support There are two primary methods of contacting support:
More informationBSBADM308A Process Payroll Topic notes. Superannuation categories - used to calculate an employee s superannuation.
(1) What are Payroll Categories? In MYOB, there are six types of Payroll Categories: Wage categories - used to pay an employee. Superannuation categories - used to calculate an employee s superannuation.
More informationEastern Kentucky University Budgeting, Financial Planning, and Fiscal Effectiveness Banner Self-Serve Budget Development Training Manual
Eastern Kentucky University Budgeting, Financial Planning, and Fiscal Effectiveness Banner May 20, 2014 Revision 4 Introduction to Finance Budget Development The Budget Development feature of the Finance
More informationBEx Analyzer (Business Explorer Analyzer)
BEx Analyzer (Business Explorer Analyzer) Purpose These instructions describe how to use the BEx Analyzer, which is utilized during budget development by account managers, deans, directors, vice presidents,
More informationPROFITstar November PROFITstar Budget Manager Reference Guide. Hosted Version
Table of Contents Welcome to Budget Manager... 1 Budget Administrators... 2 Prerequisites for Completing a Budget... 2 Exporting Data... 2 User Setup and Permissions... 4 Fixed Asset Setup...10 Open Budget
More informationVHFA Loan Origination Center
User Guide 1 How to Access 3 Where to access (1) www.vhfa.org Home Page > (2) Business Partners > (3) Loan Origination Center 1 2 3 4 Access & Log In 5 First time access (1) Enter Lender ID, Username and
More informationMulti Account Manager
Multi Account Manager User Guide Copyright MetaFX,LLC 1 Disclaimer While MetaFX,LLC make every effort to deliver high quality products, we do not guarantee that our products are free from defects. Our
More informationAiM User Guide Capital Planning and Project Management (CPPM) System
AiM User Guide Capital Planning and Project Management (CPPM) System 2011 AssetWorks Inc. 1777 NE Loop 410, Suite 1250 San Antonio, Texas 78217 (800) 268-0325 TABLE OF CONTENTS INTRODUCTION... 5 CHAPTER
More informationGettin Ready for Hyperion
Gettin Ready for Hyperion Presented by: Jay Chapman, M.A., University Budget Analyst July 11, 2014 Objective Become familiar with the different types of budgets and funding sources. Understand the chart
More informationUWINSITE BUDGETS User Training & Information Session #1. Date: Tuesday, May 29, 2018
UWINSITE BUDGETS User Training & Information Session #1 Date: Tuesday, May 29, 2018 WELCOME! Welcome to the UWinsite User Training & Information Session #1 Today s Facilitator: Andrew Kuntz, Manager, University
More informationShelbyNext Financials: General Ledger Best Practices
ShelbyNext Financials: General Ledger Best Practices (Course #F213) Presented by: Dave Heston Shelby Consultant 2018 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks
More informationBudgetPak User Guide FY1718
BudgetPak User Guide FY1718 Contents Overview... 2 About Your FY1718 Budget... 2 Logging In to BudgetPak... 3 Reviewing Current and Historical Budget and Actual Information... 4 Creating Your FY1718 Budget...
More informationWhat s new. Release
What s new Release 2017.1 Sage 50 Accounting Canadian Edition What s New - Release 2017.1 Sage 50 Accounting Canadian Edition (Release 2017.1) 1 What's new and product improvements 1 Sage 50c cloud solutions
More informationShared: Budget Adjustments Import
Shared: Budget Adjustments Import User Guide Applies to these SAP Concur solutions: Expense Professional/Premium edition Standard edition Travel Professional/Premium edition Standard edition Invoice Professional/Premium
More informationUNIVERSITY OF OREGON. Steps and OPE Calculations For Data Entry to Banner Budget Development
UNIVERSITY OF OREGON Steps and OPE Calculations For Data Entry to Banner Budget Development Budget and Resource Planning 4/27/2016 Overview Banner budgeting does not allow budgeting of OPE within the Salary
More informationBudgetPak User Guide. Lewis & Clark College. October 2016
BudgetPak User Guide Lewis & Clark College October 2016 Contents Overview... 2 Definitions and Set Up... 2 Logging In to BudgetPak... 3 Reviewing Current and Historical Budget and Actual Information...
More informationFrequently Asked Questions
Welcome to CGI ProperPay! CGI ProperPay analyzes medical claims using industry standard and proprietary edits and advanced algorithms, and cross-claim/historical claim analysis to identify hidden patterns,
More informationHPE Project and Portfolio Management Center
HPE Project and Portfolio Management Center Software Version: 9.41 Financial Management User's Guide Go to HELP CENTER ONLINE http://ppm-help.saas.hpe.com Document Release Date: March 2017 Software Release
More informationProjection Strategies in the PROFITstar and PROFITability Programs Using Projection Strategies to Save Time and Improve Risk Analysis
Projection Strategies in the PROFITstar and PROFITability Programs Using Projection Strategies to Save Time and Improve Risk Analysis Last revised: July 6, 2012 Intended audience: PROFITstar and PROFITability
More informationMaster User Manual. Last Updated: August, Released concurrently with CDM v.1.0
Master User Manual Last Updated: August, 2010 Released concurrently with CDM v.1.0 All information in this manual referring to individuals or organizations (names, addresses, company names, telephone numbers,
More informationTier 2 Reporting. Supplier Submissions Guide
Tier 2 Reporting Supplier Submissions Guide 2014 Definitions Tier 2 Reporting Uses Specific Terminology Prime Supplier: A Tier 1 supplier that provides products/services and invoices to NiSource for goods
More informationTo do a Payroll Year End in Xero
To do a Payroll Year End in Xero You can use Xero to process your employees' individual non-business payment summaries and send the annual report to the ATO. To help you complete your end of year payment
More informationXero Budgeting & Planning Model
Model How to build a monthly rolling Xero Budgeting & Planning Model Using the Modano Excel add-in Duration: 1 hour Xero Budgeting & Planning Model Please check for any updates to this document. All copyright
More informationUCAA Expansion Application Insurer User Guide December 2017
UCAA Expansion Application Insurer User Guide December 2017 2017 National Association of Insurance Commissioners All rights reserved. Revised Edition National Association of Insurance Commissioners NAIC
More informationAccount Management User Guide
Account Management User Guide The Account management section is where you can view your live client accounts, run reports and change the clients investment strategy. Login From your resource centre, click
More informationLearning TradeStation. Order-Entry Tools and Preferences
Learning TradeStation Order-Entry Tools and Preferences Important Information No offer or solicitation to buy or sell securities, securities derivative or futures products of any kind, or any type of trading
More informationGuide to setting up pay periods
Guide to setting up pay periods PM00104.0416/2 Within this document you will find instructions for creating new pay periods and amending existing pay periods including week 53. We have used the 2015/2016
More informationBond Amortization. amortization schedule. the PV, FV, and PMT functions. elements. macros
8 Bond Amortization N LY O LEARNING OBJECTIVES a bond amortization schedule Use the PV, FV, and PMT functions Protect worksheet elements Automate processes with macros A T IO N Create E V A LU Financial
More informationEastern Kentucky University Banner Self-Serve Budget Development Training Manual
Eastern Kentucky University Banner Self-Serve Budget Development May 25, 2007 Revision 1 Table of Content Introduction to Finance Budget Development... 3 Accessing Finance Self-Serve Budget Development...
More informationSOCIETY OF ACTUARIES INDIVIDUAL DISABILITY EXPERIENCE COMMITTEE. December 6, SOA IDEC 2012 Tables Workbook Version 1.0.xlsm
SOCIETY OF ACTUARIES INDIVIDUAL DISABILITY EXPERIENCE COMMITTEE December 6, 2012 SOA IDEC 2012 Tables Workbook Version 1.0.xlsm Introduction This document describes the layout and functionality of the
More informationLab 6. Microsoft Excel
Lab 6 Microsoft Excel Objective At the end of this lesson, you should be able to describe components and functions in Excel perform and apply basic Excel operations Introduction to Management Information
More informationFinancial Data Collection Tool Call Data, Edits, and Notifications
Financial Data Collection Tool Call Data, Edits, and Notifications Agenda Call Data Features Edit Functionality Notifications Tools Resources Create Correct Copy Delete Resources Financial Call Reporting
More informationRazor Risk Market Risk Overview
Razor Risk Market Risk Overview Version 1.0 (Final) Prepared by: Razor Risk Updated: 20 April 2012 Razor Risk 7 th Floor, Becket House 36 Old Jewry London EC2R 8DD Telephone: +44 20 3194 2564 e-mail: peter.walsh@razor-risk.com
More informationThe InsFocus Advantage for Insurance Companies
The InsFocus Advantage for Insurance Companies Executive summary What is InsFocus? A complete reporting and analysis solution for insurance companies, InsFocus provides all the data warehousing (DW) and
More informationProject Budgeting Release 2015
Project Budgeting Release 2015 Disclaimer This document is provided as-is. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice.
More informationDeduction Codes Configure Company
A deduction code is a code or abbreviation used in payroll in order to code amounts that are deducted from an employee s pay. In this system, users will be able to configure deduction codes in order to
More informationFRx FORECASTER FRx SOFTWARE CORPORATION
FRx FORECASTER FRx SOFTWARE CORPORATION Photo: PhotoDisc FRx Forecaster It s about control. Today s dynamic business environment requires flexible budget development and fast, easy revision capabilities.
More informationOracle Project Portfolio Management Cloud Using Project Performance Reporting
Oracle Project Portfolio Management Cloud Using Project Performance Reporting Release 9 This guide also applies to on-premise implementations Oracle Project Portfolio Management Cloud Part Number E53157-01
More informationMarketing Budget Excel Template User Guide
Marketing budget Excel Marketing Budget Excel Template User Guide The Marketing Budget Excel template, incorporating variance analysis and reporting allows you to develop a monthly marketing budget for
More informationEPM User Guide Digest
EPM User Guide Digest Updated 2/1/2019 A brief overview and introduction to the EPM tool Table of Contents Page 2 What's New in EPM this Budget Cycle 2019-20? Page 11-12 Activity Summary, FS Pivot & BREC
More informationFocus Guide. Forecast and. Analysis. Version 4.6
Forecast and Focus Guide Analysis This Focus Guide is designed for Spitfire Project Management System users. This guide deals specifically with the BFA workbook in Forecast and Analysis modes. Version
More informationBudget Estimator Tool & Budget Template
Budget Estimator Tool & Budget Template Integrated Refugee and Immigrant Services Created for you by a Yale School of Management student team IRIS BUDGET TOOLS 1 IRIS Budget Estimator and Budget Template
More informationFiduciary Monitoring System
Fiduciary Monitoring System May 2015 Enhancements Guide Version 1.0 Table of Contents Release Notes... 3 Reference Library... 5 Scorecard History... 7 Separate Passive Scoring Scorecards... 12 Enhanced
More informationUser Guide July 2016
User Guide July 2016 D E S I G N & D RAF T E D F O R I M P L E M E N T I N G A G E N C I E S User Guide World Bank Group Fraud & Corruption Hotline: 1-202-458-7677 Table of Contents Abbreviations Legends
More informationFinancial Edge (FE) Instructions
Financial Edge (FE) Instructions Welcome to the CU Foundation s accounting system! Please report any issues or make suggestions to accounting@cufund.org. Step 1: Password Set up and Change at the Manage
More informationAmortisation: What a killer
Amortisation: What a killer Teacher Notes and Answers 7 8 9 10 11 12 TI-Nspire CAS Investigation Teacher 90 min Introduction In its original meaning, amortisation means to kill, so the amortisation of
More informationEPM User Guide Digest
EPM User Guide Digest Updated 12/1/2017 A brief overview and introduction to the EPM tool Table of Contents Page 2 What's New in EPM this Budget Cycle 2018-19? Page 11&12 Activity Summary, FS Pivot & BREC
More informationBUDGET CALL Training Manual
2018-19 BUDGET CALL Training Manual Finance Department November 2017 This document is also available online at www.yorku.ca/finance/ TABLE OF CONTENTS Introduction... 2 Budget Call Communication... 2 Budget
More informationMorningstar Direct. Regional Training Guide
SM Morningstar Direct Regional Training Guide Morning Session on Basic Overview The main objective of the morning session is become familiar with the basic navigation and functionality of Morningstar Direct.
More informationHow to Use the New NeighborWorks New Homebuyer Full Information Service Module in CounselorMax
How to Use the New NeighborWorks New Homebuyer Full Information Service Module in CounselorMax Introduction... 2 Client Intake... 2 Using the GPS Form and Carrying out the Service Steps... 5 Collect NW
More informationBUDGET CALL Quick Reference Training Guide
2018-19 BUDGET CALL Quick Reference Training Guide Finance Department November 2017 This document is also available online at www.yorku.ca/finance/ TABLE OF CONTENTS Introduction... 2 Budget Call Communication...
More informationFannie Mae Connect Release Notification
Fannie Mae Connect Release Notification June 26, 2017 During the weekend of June 24, 2017, Fannie Mae will implement Fannie Mae Connect Version 7.0, which will provide a new, easy-to-use design and layout.
More informationSetting Up Student Financials Self Service
CHAPTER 1 This chapter discusses how to: Set up Payment merchants. Set up SF merchants. Set up institution sets. Set up self-service options. Set up miscellaneous fees. Set up self-service payment messages.
More informationNations Direct Mortgage Loan Manager Guide
Nations Direct Mortgage Loan Manager Guide This guide is intended to help you work with our Loan Manager website, which connects directly to our loan systems. The website provides a central online location
More informationFinancial Arrangements/Fee Schedules
it just makes sense Summary This Feature Summary will be divided into four sections, Financial Arrangements Fee Schedules Financial Arrangement Document Template Financial Arrangement Questionnaires Each
More informationTrue Program Costs: Program Budgets and Allocations
True Program Costs: Program Budgets and Allocations While the long-term goal for nonprofits is not to return profits to shareholders, we all know that nonprofits are business entities that need to maintain
More informationSales Price Scheme - Price by Formula Introduction Benefits Assumptions/Limitations Setup...
105579 SALES PRICE SCHEME - PRICE BY FORMULA 105579 Sales Price Scheme - Price by Formula... 1 1 Introduction... 2 2 Benefits... 2 3 Assumptions/Limitations... 2 4 Setup... 2 4.1 Code Maintenance... 2
More informationPerform this procedure to plan adjustments to the unrestricted budget either during the Annual Development or during a Quarterly Confirmation cycle.
Introduction Process and Trigger Perform this procedure to plan adjustments to the unrestricted budget either during the Annual Development or during a Quarterly Confirmation cycle. Prerequisites Budget
More informationAVERAGE, IF, COUNT, SUMIFS, COUNTIFS, MAXIFS, MINIFS, AVERAGEIFS, ROWS, LOGICAL EXPRESSIONS
CS1100: Assignment 3 Summarizing and Filtering Data To complete this assignment you must submit an electronic copy to BlackBoard by the due date. Download the starter file and save the file under the name
More informationTRADING CFDs ON THE itradego PLATFORM
TRADING CFDs ON THE itradego PLATFORM The Vineyards Office Estate, Farm 1 99 Jip de Jager Drive, Welgemoed Cape Town 7530 Private Bag x8 / Tygervalley 7536 South Africa 0219502879 cfd@sanlamitrade.co.za
More informationInsurer User Manual Chapter 4: Insurer Home Page
Insurer User Manual Chapter 4: Insurer Home Page 2018 HCAI Communications Table of Contents Navigating the Insurer Page... 2 Primary Navigation Bar... 3 Dashboard... 3 Plans and Invoices... 4 Claims...
More information