1. EPM for Planning Cycle 2019-2020

2. WHAT’S NEW?

5. SPEEDIER BUDGETING 2.0
EPM Data Entry

6. It’s back with a few enhancements

7. Copy, Paste and Save One Activity/Project at a time.

8. Universal Data Entry
EPM Data Entry

9. Copy, Paste and Save Across Many Activity/Project’s at a time – up to 1,000 lines.

10. Rev/Exp by Org Data Entry
EPM Data Entry

11. Data entry for an entire org or parent org and not just one activity/project

12. Rev/Exp by Activity/Project
EPM Reporting

13. No data entry – only for viewing data
Users can now refresh the data in the revenue & expense report at a much faster speed
No data entry – only for viewing data

14. Rev/Exp Export
EPM Reporting

15. The user can refresh up to 100 Rev & Exp reports at once, then export the reports and distribute or retain them

16. Rev/Exp by Org
Fast
EPM Reporting

17. View activities/projects for an entire org or parent org
View activities/projects for an entire org or parent org. Similar to the Data Entry template but much swifter. No data entry allowed here.

18. FS One-Time
EPM Reporting

19. Find all those pesky one-time entries flagged across your Org or Parent Org

20. FS by Org
EPM Reporting

21. Want to view which orgs or activities are contributing to your net income or loss on the fund summary report?

22. FS Fund Balance by Org
EPM Reporting

23. Interested to know which orgs and activities roll up into the fund balance numbers within the fund summary?

24. This lists the funds horizontally at the top by category type

25. 5 Yr Comp by Org
EPM Reporting

26. Want org/activity/account level detail rolling up to each line item on the 5 Year Comparison?

27. Or would you like to know which general ledger accounts rollup to each line item on the 5 Year Comparison?

28. Multi-Yr Org Report
EPM Reporting

29. Similar concept to 5 Year Comparison report – drill down into this report to see the detail for each line item.

30. Are you curious about which funds you have already entered into the Multi-Year report?