EPM for Planning Cycle 2019-2020
WHAT’S NEW?
SPEEDIER BUDGETING 2.0 EPM Data Entry
It’s back with a few enhancements
Copy, Paste and Save One Activity/Project at a time.
Universal Data Entry EPM Data Entry
Copy, Paste and Save Across Many Activity/Project’s at a time – up to 1,000 lines.
Rev/Exp by Org Data Entry EPM Data Entry
Data entry for an entire org or parent org and not just one activity/project
Rev/Exp by Activity/Project EPM Reporting
No data entry – only for viewing data Users can now refresh the data in the revenue & expense report at a much faster speed No data entry – only for viewing data
Rev/Exp Export EPM Reporting
The user can refresh up to 100 Rev & Exp reports at once, then export the reports and distribute or retain them
Rev/Exp by Org Fast EPM Reporting
View activities/projects for an entire org or parent org View activities/projects for an entire org or parent org. Similar to the Data Entry template but much swifter. No data entry allowed here.
FS One-Time EPM Reporting
Find all those pesky one-time entries flagged across your Org or Parent Org
FS by Org EPM Reporting
Want to view which orgs or activities are contributing to your net income or loss on the fund summary report?
FS Fund Balance by Org EPM Reporting
Interested to know which orgs and activities roll up into the fund balance numbers within the fund summary?
This lists the funds horizontally at the top by category type
5 Yr Comp by Org EPM Reporting
Want org/activity/account level detail rolling up to each line item on the 5 Year Comparison?
Or would you like to know which general ledger accounts rollup to each line item on the 5 Year Comparison?
Multi-Yr Org Report EPM Reporting
Similar concept to 5 Year Comparison report – drill down into this report to see the detail for each line item.
Are you curious about which funds you have already entered into the Multi-Year report?