Introduction to Power ON Budget Planner
The enables you to efficiently manage your budget planning and financial planning process. The Power ON Budget PlannerBudget Planner is a complete budgeting and planning solution that helps organizations create unified and structured budgets within Power BI. It delivers a pre-configured planning and budgeting model that gets you up and running fast, with Excel-like functionality for easy user adoption. Allows users to perform impactful analysis on working budgets by easily inputting budget figures, making changes to existing budget versions, and providing shortcuts to copy and manipulate data. provides features to streamline budget creation, approval workflows, and reporting across different departments. You can maintain your organization's hierarchy by setting user roles and permissions. You can also grant users access based on their jobs and departments, including access to reports.
The Power ON Budget Planner facilitates the financial planning and budgeting workflow and allows you to perform the following tasks depending on the permissions assigned to your user roles:
- Budget Creation:
- Users can create their budget proposals for specific departments.
- Submission and Approval:
- Contributors can submit the completed budget for approval.
- Approvers review the proposal, ensuring compliance with organizational guidelines and strategic priorities.
- Approved budgets move forward for inclusion in the official version.
- Version Control:
- Organizations can maintain a historical record of budget versions, and change them over time.
- Users can compare different versions of the budget and understand how adjustments impact financial planning and create different versions of the budget planning.
- Reporting and Analysis:
- Viewers can view real-time budget data through customizable reports and dashboards.
- Analyze spending patterns, identify variances, and make informed decisions.
Audience
The audience of this document are both administrators and end users of the Power ON Budget Planner application.
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If you find something unclear for you, ask for support either from your local IT or from Power ON by submitting a ticket on our site: https://help.insightsoftware.com/.
Support
Check out Power ON Knowledge Base articles at: https://help.insightsoftware.com/ for common use cases, tips, troubleshooting tools.
Please note, that in order to access the articles, you need to register on the site. We encourage you to register so that you can submit tickets if you encounter any difficulties or issues, so that our support team can give you the best service. You can visit us at: https://help.insightsoftware.com/.