Budget Training: Forecasting and Multi-year planning Rob McMicking rob@mcsl.com Charles Lazenby charles@mcsl.com

FAST Budget module overview Position Planning Budget Development Budget Development Approvals Base Budget Budget Transfers Adjusted Budget Post to ERP Forecasting In Year Multiyear Planning

In Year Forecasting Everyone manages Forecasts a little different. There can only be 1 Active Forecast series, but there can be multiple Archived Forecast series. Forecasting Reports are configured to support your method of forecasting. 

Models for reporting a forecast 5 baseline models for reporting Monthly Actuals + Monthly Forecast Quarterly Actuals + Quarterly Forecast Monthly Actuals + Yearly Forecast YTD Actuals + Monthly Forecast YTD Actuals + Yearly Forecast Other models as needed

Multi Year Up to 10 future years 1 Multi Year series per future fiscal year

New and noteworthy Forecast Series management column – Archived Forecast Month Improved development series copy functionality Multi Year Planning hierarchy reports

Roadmap Multi Year benefits Development Mass Increase for specific periods

Create a Forecast Series from Development Series.    Copy partial Dev Series - Only some accounts/orgs    Make some changes    Show reports     Use Popup Create a Second Forecast Series (Q1/Q2) - Copy from first series    Make some changes     Change Forecast Month and show reports Create a Multi Year series – Copy from Dev Series    Mass Increase