2. Budget Demo and Overview
Rob McMicking
Charles Lazenby
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Budget Demo and Overview

3. Version 4.3.10 – What’s New Goals Changes Outstanding Demo
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4. To update the Budget application to:
Be more streamlined, allowing for faster data entry with less navigation,
Be more consistent with all pages, look and functionality
Enhance functionality with new features
Streamline forecasting
Minimize client custom setup
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5. Changes Add Position Budgets
Add new fields to budget pages (periods/HR fields)
Create new Finance Style pages
Create new development/budget data entry forms
Allow Forecast pages popup to be data entry
Allow Multi Year Planning pages popup to be data entry
..tbc
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6. Changes (continued) New Predefined Forecast functionality
Allow edit of imported data before posting
Create Page Level XL import
Allow Budget Transfer to use single $ column by period or existing DR/CR
Create Virtual Columns
New Posting Logic with better invalid code handling
Admin Role to edit posted budget records
..and about 125 more cases
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7. Version 4.3.11? – Outstanding What do you think of:
New Page – Update comments or other values
MultiYear Forecast convert to Finance Hierarchy pages
Position Budget FOAPAL
What If scenarios by role for Development Series
Others?
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8. Version – Demo
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9. Questions ?