- Create annual budgets and periodic forecasts
- Input data via Excel (EPM Add-in) or web interface
- Support:
- Top-down planning
- Bottom-up planning
- Combine financial data from multiple entities
- Handle:
- Currency translation
- Intercompany eliminations
- Ownership percentages
- Rolling forecasts (monthly/quarterly updates)
- Compare:
- Actual vs Budget vs Forecast
- SAP S/4HANA
- SAP BW
- Use ETL tools or BPC data manager
- Allocations
- Currency conversion
- Eliminations
- Script Logic
- Business Rules framework
- Financial reports (P&L, Balance Sheet, Cash Flow)
- Variance analysis
- Dashboards using Excel or web
- Assign tasks (e.g., submit budgets, approve data)
- Track status of submissions
- Control access by:
- User roles
- Dimensions (e.g., entity, region)
- Dimensions (Account, Entity, Time, Category, etc.)
- Models (like cubes holding financial data)
- Environment (container for models)
- EPM Add-in (Excel interface)