Thank you for your feedback.
Form temporarily unavailable. Please try again or contact to submit your comments.

Financial Planning application setup

Log in to subscribe to topics and get notified when content changes.

Financial Planning application setup

With financial planning, you can create multiple budget models and perform all budgeting related activities in one single place.

Start with associating data sources to budget models. Map all the segments used in budget model hierarchy to fields in expense lines using data source field map. Generate budget keys and associate to budget owners to start budget and forecast planning.