Budget Planner User Interface

The Budget Planner application offers two distinct access levels:

• Admin Access: Reserved for authorized administrators, this level provides comprehensive control over the Budget Planner.
• User Access: Users with this level of access can log in to the application using their associated email IDs. Permissions are granted based on the access type.

When you launch the Budget Planner, depending on the user role that has been allocated to you, the Budget Planner opens with several tabs. Users with administrator access can view the Users, Security, and Master data modules. Users who are assigned a user role, can view the Manage official versions, Manage working versions, Quick edit working version, P/L View, Compare versions, Versions insights and Submit an idea or give feeback tabs.

• Manage Official Versions: allows authorized users to view and manage official versions of the budget.
• Manage Working Versions: allows users to create draft versions of the budget by reusing existing budgets or revise budgets before sending them for approvals.
• P/L View : allows you to calculate profit and loss for the budget plan you created for any department.
• Compare Versions: allows users to compare different versions of the budget to track changes and made updates.
• Version Insights : provides access to the history and evolution of the budget.
• Security (Admin Access): allows administrators to define organizational security by providing permissions and access to users depending on their roles and departments.
• Users (Admin Access): allows administrators to create and manage users, administrators and provide access.
• Master Data (Admin Access): allows administrators to define essential organizational master data across different categories of data.
• Submit an Idea or Give Feedback: allows you to provide your feedback about the Budget Planner application.

Common Buttons

The following buttons are consistently available throughout the application:

• Save Changes: allows you to save any modifications you’ve made to a specific table or report.
• Discard Changes:allows you to undo any changes you have made.
• Insert: enables you to add a new row to the table.
• Delete: enables you to remove a row from the table.
• Export to XLSX: allows you to export any report or table in XLSX format.
• Export to PDF: generates a PDF document for any report or table.
• Back: allows you to move back to the previous screen.