About the Planning Modules
Planning provides complete, planning and budgeting solutions for Financials, Workforce, Capital, Projects, and Strategic Modeling. It includes built-in best practice predefined content including forms, calculations, dashboards, drivers, and key performance indicators (KPIs). Forms are designed to integrate with the dashboards and reports that dynamically reflect your data, plans, and forecasts.
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Financials—Integrated driver-based planning for income statement, balance sheet, and cash flow. The out-of-box tools, such as KPIs, drivers, and accounts help you prepare reports faster. You can also use Financials to perform expense and revenue planning.
Table 2-1 Video
Your Goal Watch This Video Learn about Financials.
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Workforce—Headcount and compensation planning to link financial plans with the workforce plan. Budget for future headcount and related personnel expenses such as salary, benefits, and taxes.
Table 2-2 Video
Your Goal Watch This Video Learn about Workforce.
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Projects—Bridge the gap between project planning systems and the financial planning process. Assess the impact organizational projects and initiatives have on overall corporate resources, and ensure they align with short and long term financial targets.
Table 2-3 Video
Your Goal Watch This Video Learn about Projects.
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Capital—Plan for the long-term impact of capital assets on financial plans. Manage, prioritize, and plan for capital expenses.
Table 2-4 Video
Your Goal Watch This Video Learn about Capital.
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Strategic Modeling—For long-term strategic planning, this solution combines a set of rich financial forecasting and modeling features with built in on-the-fly scenario analysis and modeling capabilities. For more information about Strategic Modeling, see Administering Planning and Working with Planning .
Table 2-5 Video
Your Goal Watch This Video Learn about Strategic Modeling.
Overview: Strategic Modeling and
Long Range Forecasting in Planning
You might not see all the features described in this guide depending on what your Administrator has enabled. Administrators can incrementally enable some features, which would add additional forms, dashboards, KPIs, rules, and so on.
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| Your Goal | Watch This Video |
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Learn about Planning. |