Overview

In this process, all submitted planning figures are analyzed and aligned with strategic goals.

As a result of the process, planning profitability will be analyzed and ready for release.

Perform planning profitability analysis flowchart

Paths

How to find and review budget tasks

1. Go to Budgeting and planning and then click My budget tasks under Budget process.

2. Find a Budget task related to the budgeting process step and open it.

3. In the Budget task document, click the Additional information tab.

4. In the Due date field, review the time requirements.

5. In the Instructions field, review the task details and make sure you understand them.

6. In the Start field, review the start date and time.

7. Review the Main task and Process stage - base document fields.

8. Click the hyperlink in the middle of the form and review the input settings.

9. Click the Task action tab.

10. Click Enter plan to drill down to the entry form to fill or the reference document.

Paths

How to review budget figures

1. Go to Budgeting and planning and then click Budgeting reports under Budgets.

2. Review the list of budget profiles.

3. Select and double-click a budget profile.

In the Budget report document:

1. Specify a planning Period for review.

2. Select the relevant budgeting Scenario.

3. Select a Company and a Business unit (if required).

4. Specify an Effective date and click Generate.

5. Review the financial planning figures for the period by Budget item, Company, and Business unit.

How to analyze planning profitability

1. Perform a complex financial analysis based on the submitted figures of all budgets, including profit and loss statement, balance sheet, CapEx, and purchase.

How to complete budget tasks

1. Go to Budgeting and planning and click My budget tasks under Budget process.

2. Find a Budget task related to the process step and open it.

3. In the Completed field, enter the completion date.

4. Click Complete and close.