AGRESSO Planner

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AGRESSO Planner
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• AGRESSO Planner is a new module in ABW
• Combines AGRESSO Budget Manager functionality and
  the various budgeting tools from General Ledger
  and PCB
• What can it do for you?
• Increasingly important as business evolves
• Yearly plans with dept and project information
• Restrict managers to their dept and projects
• Ability to add revised/quarterly budget
• Timeframes for budgeting based on periods
• Budget versions

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• Profiles to periodically allocate budget values
• Transaction rules for how transactions should be
  posted
• Use Account Rules
• Defined Planner Transaction Rules
• Auto update the balance tables when budget
  changes
• Works with the AGRESSO Reporting functionality of
  the Browser and Balance tables

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• Direct link from Project module to Planner module
• Project budgeting using project setup
• Can use the Workflow engine
• Server process allows to import transactions from
  external systems to Planner
• XML files
• Balance tables
• Planner transaction table

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Timeframe
Version
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Transaction entry setup
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Transaction columns
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Period value columns
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AG01 - Balance table update
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Balance Table Inquiry