Overview of Budgeting & Planning

Typically, Budgeting & Planning is used for planning in specialized business areas such as sales planning and Workforce Budgeting. These are integrated into Budgeting & Planning as sub plans and enable planning at a more detailed level than in the core financial model. Sub plans can be added for any planning component that requires more detail or different dimensionality than the core financial components. These can be easily integrated into the navigation.

Capital Planning provides the ability to identify assets, associate them with asset groups and calculate the related depreciation expense. Capital Planning asset costs can be incorporated into workbooks for finance and decision packages.

Strategy Management provides the ability to monitor strategic plans by establishing measurable goals, tactics, and actions. These strategic plan components can be reported on and matched to budget plans and actuals to provide up to date tracking of the strategic plan initiatives.

Infor EPM business applications can be based on Business Modeling or on Designer.

Whether you have EPM Business Applications, or EPM Business Applications - Designer is shown in the Applications dashboard, which is displayed by default when you sign in to EPM Administration. Contact your administrator if you do not have access to the Applications dashboard.