Budget proposals
Prepare unit-level cost plans with the relevant activities and line items.
Budget Planning
Manage proposals, approvals, and budget revisions
Prepare organizational budgets by unit, consolidate approved proposals, and follow revisions and actual expenditure.
A shared process for budget preparation
Budget work often involves files from multiple units and repeated revisions. A structured application helps teams follow the current proposal, approval stage, and version.
Discuss Budget Planning
Follow each budget through its cycle
Staged approvals
Review submitted proposals through the agreed organizational approval process.
Consolidation
Combine unit proposals into an organizational budget for review and approval.
Versioned revisions
Record revisions and compare budget versions as plans change.
Actual expenditure
Monitor actual spending and budget absorption against approved amounts.
Master data & reports
Manage budget reference data and prepare reporting for the responsible team.
Prepare the period, review proposals, and monitor use
- Open a budget period
Prepare reference data and let units develop their cost plans.
- Review and consolidate
Follow staged approval and consolidate the organizational budget.
- Track spending and revisions
Review actual expenditure and record agreed changes to the plan.
Can this follow our budget structure?
Discuss your organizational hierarchy, cost structure, approval roles, and reporting needs with us. We will review configuration and implementation scope.
See how our products support your daily work
Tell us about your team’s workflow. We will discuss your needs and arrange a demo of the relevant product.
Request a Demo