Rule-Based Methodology

Planning and Budgeting requires a general rule, formula, or method that specifies how to calculate each value in an activity. This rule, formula, or method provides a highly configurable framework in which to build formulas—from easy to complex. Each organization is unique, so the system allows you to configure formulas for your industry and business.

This flexible formula framework is presented in a wizard format that includes built-in validations. The formula framework spans planning centers, scenarios, and user-defined activities, defining relationships within the planning model.