Planning Using Balance Sheets

The Financials Balance Sheet component provides several options to help you plan using balance sheets:

Table 4-10 Balance Sheet Planning

Task	Description	Use These Forms	More Information
Overview	Review an overview of your balance sheet in a dashboard format.	Balance Sheet Rolling Forecast	Analyzing Financials with Dashboards
Driver and Trend Based	Setup and adjust drivers that will result in calculated balance sheet accounts. View the actual account values calculated by our drivers, and override values as necessary to balance assets and liabilities Setup and adjust trends that will result in calculated balance sheet accounts. Enter and adjust account values that aren’t calculated by drivers Modify monthly days in period	Driver-Based Balance Sheet Planning Driver-Based Balance Sheet Trend-Based Balance Sheet Enter Balance Sheet Days in Period	Specifying Balance Sheet Drivers
Rolling Forecast	Perform balance sheet planning using a rolling forecast. Use these forms instead of, or in addition to, the forms on the Driver and Trend Based tab.	Driver-Based Balance Sheet Planning Driver-Based Balance Sheet Trend-Based Balance Sheet Trend Adjustment	Planning Using a Rolling Forecast Specifying Balance Sheet Drivers
Direct Entry	Enter and adjust account values that aren’t driver-derived. Manually enter rolling forecast values.	Enter Revenue | Enter Expenses Enter Revenue Rolling Forecast | Enter Expenses Rolling Forecast	Specifying Assets and Liabilities for Direct Balance Sheet Planning Using a Rolling Forecast

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Learn about planning using balance sheets.	Performing Balance Sheet and Cash Flow Planning for Oracle Enterprise Planning Cloud.