A budget can be planned at one time granularity in the first year e.g. monthly, then quarterly, then annually as the years go on

A cell can be copied and pasted into another cell, retaining formatting and any formulas

A formula can be displayed in a fully resolved format with the ability to click into resolved calculations

A new product line budget may be created by referencing an older, similar product line historical actuals

API is documented and includes sample code for developers

Ability to add dimensions after the implementation is complete

Ability to compare a human-generated forecast with a predictive-forecast

Ability to roll-back changes from a specific time period

Ability to track asset details and calculate depreciation using various methods

Able to extract information from a data warehouse to use for planning drivers and reporting

Able to forecast down to an individual unit basis with other dimensions like Channel or Region

Able to produce a recurring revenue model where products are shipped to customers on a monthly basis

Accounts from the ledger can easily be grouped and planned as one account in the planning system

Administrators can access an audit trail to see users login history

Allocations can be created by user without the help of a developer

Allocations for depreciation, overhead and more can be assigned to one account and split by any driver

Allow multiple user types - Dashboards Only

Allow multiple user types - Department User

Allow multiple user types - Report Only

Allow multiple user types - View Only

Alternate hierarchies can be created in the system

Alternative asset depreciation schedules may be modeled against each other

An approval process for budgets can be managed in the system

Any dimension can be dragged and dropped onto an account to instantly change the data perspective

Any user can customize their own dashboard with graphs, tables, and other relevant information

Anyone can create their own version within the dataset they are allowed to access

Application may be displayed in multiple languages for global use cases

Application security can be configured down to the cell level for access control

Approval interface that routes completed plans for approval

Assets can be uploaded in bulk or added one by one by the user

Assets may be allocated across multiple departments, entities, or other dimensions

Associate employee expenses to an ongoing project P&L

Assumptions and drivers can be applied globally

Assumptions and drivers can be applied globally to specific versions while excluding others

Assumptions can be centralized and shared across different budget versions and forecasts

Audit trail for all changes to the system including time of change, old and new value, user responsible

Audit trail usage can be setup by an admin, allowing them to decide what to track

Automated email after batch completions (applicable to OLAP)

Automatically add headcount to plan based on specific drivers

Automatically adjust revenue plan or forecast based on fresh data from source systems

Automatically calculate specific benefits and other obligations by position

Automatically export planned new headcount from employee planning model to HR system in the form of a new requisition

Automatically import headcount from HR system into Workforce Planning model

Automatically remove forecasted values as actuals come into the system

Automatically sync headcount changes that take place in the HR system to the plan

Backlog calculation showing existing backlog, order intake, sales and current state for the sake of forecasting

Backups can be restored from a specific point in time

Balance Sheet, Cash Flow, and Income Statements are produced during budgeting

Balance Sheet, Cash Flow, and Income Statements can be viewed by any combination of dimensions

Balance Sheet, Cash Flow, and Income Statements can be viewed in real time as new data comes into the system

Balance sheet can be sliced by multiple dimensions

Balance sheet planning is included for multiple entities

Balance sheet planning is included for one entity

Budget can be entirely driver based and automatically created after GL actuals are imported

Budget can be loaded back into an accounting or ERP system when completed

Budget inputs from users are available within hours at the top level

Budget inputs from users are immediately available at the top-level

Budget to Actual variances outside a defined tolerance can be highlighted, requiring the owner to provide written justification

Budget transfers may be done in the tool, both temporary and permanent

Budgets can be easily shared throughout the organization

Budgets for specific accounts can be exported, via API, into an ERP for transactional-level budgetary controls

Build scenarios that show effects of currency exchange rates over time

Calculated Accounts from the General Ledger may be imported in their calculated form

Calculates retained earnings out of the box

Can handle an unlimited number of budget versions

Can handle multiple forecast versions

Can handle up to 10 budget versions at a time

Can model changes to the organization structure without impacting past reporting

Capability to specify access restrictions based on specific IP addresses

Capital Asset Planning allows for the importation of existing assets as well as planning for new assets

Capital Asset Planning includes pre-built and configurable depreciation schedules

Capital Asset Planning is included as a dedicated function

Capital assets can be mapped to the appropriate ledger accounts for the purpose of acquisition, depreciation, and disposal

Carry forward unspent budgeted funds to a new period

Cash Flow Statement can be sliced by multiple dimensions

Cash Flow planning is included for one entity

Cash flow planning is included for multiple entities

Centralized formula list showing their usage across the model

Certain private information such as salaries can be hidden from users while exposing the rest of the workforce model

Certain users can be given a read-only view to simplify their interaction with the tool

Change currencies for any page using a dimension

Changes to the dimension structure do not require major configuration effort

Collaborators can make entries from directly inside Microsoft Outlook

Comments can be made at the cell level

Comments can be made at the sheet level

Comments can be reported on in bulk

Comments made on sheets and cells can be reported on in bulk

Comments made on sheets and cells carry over to new budget versions

Comments made on sheets and cells may be hidden from specific users or groups of users

Commission planning model that suits our industry

Compatibility with an iPaaS system to enable broader integrations

Conditional formatting can be applied at the cell level in sheets to reflect data variances within a tolerance defined by the user

Configurable as a single-tenant application with isolated databases or as a multi-tenant, web-based application

Configure Vendor with volume discounts for units or components

Connect to currency API to automatically update currency conversion rates

Consolidation of subsidiaries is completed through a sophisticated engine with configurable rules

Consolidation using alternative hierarchies

Create less detailed budgets that are distinct from the annual budget

Create scenarios with different potential exchange rates and show impact

Create simple formulas directly in a cell much like in Excel