1. Collaborative Planning - CP

2. CP – What is it?
Collaborative Planning is a web-based budget management solution, designed to help you control the preparation, monitoring and forecasting of budgets.
CP is linked to the main Finance System (SAMIS), Payroll (ResourceLink) and other Corporate systems.

3. MONITORING / FORECASTING
Traffic light forecasts
Automatically calculate results
Provision for local adjustments
Reconciliations

4. FINANCIAL REPORTING Online dashboards Drill down to source systems
Self-service and automatic report scheduling
Statutory reports

5. BUDGET CREATION Incremental v zero base Activity driven calculators
Budget profiling
Multi year
Review & approvals

6. SCENARIO PLANNING Multi-year outlooks What-if scenario analysis
Multiple versions
Automatic updates

7. Where are Schools with CP?
Payroll Cumulative and Payroll Detail were rolled out in January 2016
Budget Monitoring will be developed In conjunction with Schools Finance and Schools.
Budget Forecasting is intended to be available for the budget setting process (Sept/Oct 2016)
Pay Forecasting should be available for multiple years.

8. Any Questions? Simon Field – Senior Accountant (Systems and Taxation)
Tracy Wood – Assistant Accountant (Systems and Taxation)