1. Budget and Forecasting Part 2: In Year Forecasting Multiyear Planning
Rob McMicking
Charles Lazenby

2. Forecasting New Optional Process Forecasting In Year Adjusted Budget
Budget Transfers
New Optional Process
Multiyear Planning

3. 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. 

4. 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

5. Whats new In year
Added Fund Type and Acct Type filters to the Development and Budget Entry Mass Increase forms
Significant changes/updates to the Manage Budget Series and Manage Development Series forms: (4.4.03)  
Budget Series Copy to Dev Series: Added "Copy Selected Periods" and "Select Spreading Models" 
Budget Series Copy between Admin Series: Added "Copy Selected Periods" 
Copy Dev Series: Added "Select Spreading Model" 
Allow for Budget Transfers that only post to Development and NOT have to post to a Budget Admin series. This is a big change! If Config Setting 393 is set to Y, you can create a transfer against one or more Dev series ONLY, without a post to an actual budget series. Normal approvals are still required (4.4.04) PROCESS CHANGE

6. Forecast Demo

7. Multi Year Planning

8. Whats New Multiyear planning
Added the ability to define benefits by Effective Year within a Fiscal Year; this allows for the management of benefits with Multi-Year Development series.
We now allow for more than one future Dev series (called Multi Year Planning series) for a given effective year
Added a new report called "Invalid Coding Audit" that works for Development and Forecasting data. This report allows you to check in real- time based on effective date and will validate the coding in your Development/Forecast Series and will check and highlight any coding issues that exist

9. 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

10. Globally whats new Notifications and Communication Centre
Can add into BT
Manually Generate ie when you want to tell a Group a specific thing like when budgets are due
SMS texting – could text groups to inform about transfers, timing, access etc
Chat
New video format
Advanced Options enhancements

11. Questions ? Road Map Enhance Benefit model to be Automated Charges
Allow for multiyear planning ie inflation
Charge on Charges? Ie inflation on a salary benefit

12. Shameless Plug
We are discussing on Thursday morning Tuition Enrolment and Revenue Projections, and how that data could flow into FLAC and also budgeting.
Come and share your thoughts
9:00 am Thursday in Crystal Ballroom