Budgeting doesn't have to be so frustrating.
Here are some things we've invented to help.

The Essentials

• Workflow-driven process Create, distribute, evaluate and approve your budgets with a complete
• Real-time actual-to-budget comparisons and other advanced analysis capabilities
• Administer created user input forms, compare and contrast budget proposals, and monitor activity from input to upload
• Business users data input with drill down detail and user-entered comments providing context and communication
• Intelligent modeling that uses existing knowledge of Microsoft Excel™ while maintaining the controls expected from an enterprise budgeting solution
• No replicated data - actual amounts are displayed in real-time
• Integrated with ERP security to control information access
• Intuitive user interface modeling Microsoft Office 2007 style

• Transform complex business logic into easy-to-use budget and forecast reports with sophisticated pre-built SmartForms™
• Analyze the effects budget recommendations will have on the organization
• Manage budget flow from input to approval, flagging variances and items outside of guidelines
• Compare proposals to historical information and real-time actuals during all iterations of budgeting cycle
• Quickly create online budget SmartForms™, that recommend percent (%) uplifts
• Define and control robust models that can be applied to any budget form
• Instant publishing of budget forms to all contributors
• Contributors make entries online with intuitive interface and drill-down capability
• Comments can be added to any budget form with contributors and approvers sharing assumptions, information and dialog in real time
• Monitor real-time status of budget submissions
• Validate contributor's entries immediately after entry
• Finalize budgets and upload to JDE with one-button click

And that's not all. Look at what else we've done to make your life easier:

Optimizing Your Budgeting Process Budget Form Management Report Layout & Formatting Calculations Hierarchical Structures Activities & Cycles Participants Customization Global Features SmartForm Distribution System Management Specifications

• Accounting creates "budget forms" that include actuals, budgets, forecast, calculations, formatting, and more
• Budget form preview and immediate sharing with other users
• Permissions control view, update and delete rights
• Favorite folders organize frequently used forms
• Private and shared folders for easy form management

• Report on any ledger like actual, budget, unit and forecast
• Display summarized or detailed results
• Analyze/validate information during the budget cycle (not after)
• Add/remove additional information like sub ledgers, descriptions and category codes
  • Extensive formatting features including alignment, color, white space, divisors, decimal shifting, etc.
  • Format rows, columns or cells with prioritization
  • Conditional formatting for stop lighting and exception flagging
  • User-definable headings
  • Reusable report formats for uniform results
  • Highlight variances, items with zero balances and percentage changes outside the norm

• Basic and advanced total and subtotal options
• A wide range of included mathematical functions and calculations (e.g. Actual/Budget Variance %)
• Support for recommended % uplift calculations
• Condition-based calculations for advanced requirements and support of “what if” scenarios for forecasting purposes
• Ability to leverage Microsoft Excel™ for complex modeling with intelligent features that integrate and provide control

• Run multiple budget activities creating capacity to perform ongoing revisions, pain free
• Control Participants & Budget Scope ensuring consistency by controlling the information each person can view or input
• Monitor and control information using unlimited pre-ledgers and budget iterations
• Single-click sends input to the JD Edwards budget upload tables

• Contributors input budgets and finalize their submissions
• Approvers accept/reject submissions
• Controllers manage the contributions of participants and upload submissions to JD Edwards
• Supervisors manage and administer the budget processes

• Adjust SmartForms™ with specific filters, default behaviors and more to align with business goals
• Activate and deactivate available fields on budget forms and reports
• Alternative linking options for driving a variety of reporting and budget entry behavior

• Support for multiple ERP environments
• Numerous language deployments including English, French, Spanish, German and Italian
• Localized application settings
• Multi-currency support, including real-time financial restatements
• ERP language setting support by user

SmartForm Distribution

• See Insight Console

System Management

• See Insight Administrator