Budget Planner for Administrators

The Budget Planner grants administrators’ comprehensive control over its functionality. As an administrator, you have the following responsibilities:

• Create users and manage user accounts
• Define master data
• Define security for user roles

Users

The Users tab enables you to assign administrator role to users.

Follow the steps to create administrator users:

1. Click the Insert button to add a new row to the data table.
2. Enter user name and associated Email Id.
3. Select the Is admin check-box to provide administrator access to the user.
4. Select the Include In Email Notification checkbox to enable email notifications to the user whenever a budget plan for the user's department is submitted.
5. Click Save Changes.

Users will have the necessary permissions to perform administrative tasks.

Security

The Security tab enables you to manage user accounts in Budget Planner. You can assign the required roles and permissions to users as per your organizations requirements.

Manage user roles

To manage user roles, follow these steps:

1. On the Security screen, grant appropriate permissions to users based on their roles. The available user roles are,
   • Contributors: can input budget data, add line items, and collaborate on budget proposals.
   • Approvers: review and approve budget submissions. They ensure alignment with organizational goals and financial guidelines.
   • Viewers: access budget data for reporting and analysis purposes.
2. Click Save Changes.

Define Master Data in Budget Planner

The Master Data tab provides a central location for defining and storing critical information necessary to create budget plans. As a foundational resource, the Master Data serves as the database from which the Budget Planner generates budgets, maintains essential reference data, such as currency codes, and project codes. This ensures consistency and accuracy throughout the budgeting process.

When users initiate the process of creating a budget plan and input relevant data, the system retrieves information from the Master Data. This includes essential details such as: Foreign Exchange (FX) Rates, Dates, Department Names, Business unit, Location, Products and so on.

These stored data elements dynamically populate the budget, ensuring accuracy and consistency across financial planning activities.

You can emulate the steps described below and replace them with a master data element of your choice to configure master data for your organization.

The following generic steps enables you to define master data across different categories of master data applicable for an organization in the master data table.

1. From the Master Data screen, select any category for which you want to define the master data. For example, consider adding a business unit.



2. Click Insert to add a new row to the table.
3. In the Business unit name column, enter a unique name for the business unit.
4. In the Business unit code column, provide a code for the business unit.
5. Select a business unit and assign the applicable business unit category, business unit sub­ category, and business unit type in their respective columns.
6. Click Save Changes.

Please follow these steps to configure other tabs in the Master Data screen.

FX Rate

The FX Rate tab in the application provides a platform to establish the foreign exchange (FX) rate between two distinct currencies. To add FX rates, follow these steps:

1. Click the Insert button to add a new row to the table.
2. In the Year month column, specify the month and year from which the FX rates are determined or set.
3. Use the From currency column to designate the base currency.
4. In the To currency column, indicate the currency to which the base currency is being compared.
5. In the FX Rate column, set the FX rate between the two selected currencies.
6. Click Save Changes.

To recalculate the FX rates between two currencies, follow these steps:

1. Select the base currency from the From currency drop-down menu.
2. Choose the comparison currency from the To currency drop-down menu.
3. Click Recalculate to get the updated FX rates.

Info Tooltip

The Info Tooltip in the application enables you to define messages that can be displayed on Budget Planner application.

To add a tooltip message, follow these steps:

1. Click the Insert button to add a new row to the table.
2. Use the Page Name drop-down list to select the screen of the application where you want to display the tooltip message.
3. Double click Tooltip text row. A Rich Text Dialog box appears.



4. Enter the tooltip message and click OK.
5. Click Save Changes.

Data Maintenance

The Data Maintenance tab in the application enables you to reset your data in the database. If you run the data maintenance process, all the data in your production is lost. Hence, it is recommended that you use the data maintenance process only in the demo environment and not in the production environment.