Budget planning made easy

Portolan presents new planning tool

planungstool blog

Budget compilation is a task that concerns businesses and, in particular, controlling departments every year. Amongst the tools employed for this purpose, Excel counts as one of the most used. It is easy to use with an intuitive interface. The user can easily get going and quickly get results.

Excel is for this reason one of the most important basic tools for a controller. However, beyond a certain business size, the program often reaches its limits when it comes to budget planning. The planning process requires high resource input on not only controlling's end, but also from all affected departments. Consistency also quickly becomes an issue throughout. As the planning process is highly dynamic, Excel tables soon become complex and unmanageable. It can also become a problem to maintain figures and keep them up-to-date if multiple versions are distributed and then sent back. Copy or update errors can occur as well.

For these reasons it is recommended to support the budget planning process with professional planning software. Portolan has developed an integrated planning tool for this. Emphasis was placed on building a simple application that can be integrated into the EVM accounting software. The solution was planned to be easy to use and to simplify planning at a fair price.

As a result, multiple parties can work on a budget plan and always have a uniform and current database. Planning can be modified directly by cost centre managers via the individual cost allocation sheet at account or report line level. Sensitive data, such as staff costs, can also be planned centrally. In any following year, the previous year’s planning can easily be used as a basis, and the user can freely adjust individual amounts or use specific filters (e.g. 5% more staff costs in Development).

Do you want to learn more about the latest addition to the Portolan product family? We will be pleased to answer your questions!

Contact us now!

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