1. Planning Administrator - Planning Analyst User Guide
  2. OFS Balance Sheet Planning
  3. Navigation to Planning Interfaces

4.1 Navigation to Planning Interfaces

Your navigation path to the BSP's planning interfaces depends on your user type. System Administrators and Planning Administrators navigate to Balance Sheet Planning, select Financial Planning and Forecasting, and then select Planning. The "left-hand side" (LHS) view looks as follows.

Note that Administrators have access to Planning Center User Maps and Forecast Sets on their LHS while Planning Users do not.

Figure 4-1 Financial Planning and Forecasting - Planning Administrator's View


This is the Planning Administrator's view of the Planning screen. Administrators have access to Planning Center User Maps and Forecast Sets on their LHS menu.

Planning Users also navigate to Balance Sheet Planning > Financial Planning and Forecasting > Planning but their "left-hand side" (LHS) appears as follows:

Figure 4-2 Financial Planning and Forecasting - Planning User's View


This is the Planning User's view of the Planning screen. Planning Users have access to only Planning on the LHS menu.