Budget Planner v1.3.0 Release Notes
This topic describes the new features for Budget Planner v1.3.0, released on February 03, 2025.
Budget Planner v1.3.0 New Features
| Title | Description |
|---|---|
Actual vs. Budget |
The new Actualized Forecast View function in Manage Working Versions allows you to see actual figures for closed periods and forecasts for open periods within the selected budget version. In the table, budget values are shown in light blue, while actual values are in dark blue. This feature provides a combined view, enabling efficient comparison of budgeted and actual figures to review financial performance. You can compare actual and forecast values to the annual budget in the table. The selected version can be mapped to the current year in Master Data - Year to Version Assignment. You can then update the forecasted budget values for the selected version in the table and apply filters as needed. |
Bulk Import |
The new Import Data function is now available on the Manage Working Versions - Budget Values screen which is accessible via the Manage budget values with PXL icon. This feature allows you to upload data through Excel or CSV files to bulk populate budget values for departments/GL accounts. If the file contains both budget values and quantities with prices, Budget Planner will prioritize the specified budget value for that budget line. Click here to download a sample file that displays the required columns. |