Planning Workspace

The Planning and Analysis workspace contains the components described in the sections below.

The Planning and Analysis navigation pane provides links to navigate to the most frequently accessed pages that are relevant to your role.

Your administrator can customize the navigation pane using the Lightning App Builder. For more information, see Customizable Lightning Components Overview.

Counts

Counts summarize the number of records on the corresponding list views that are relevant for the Planning and Analysis workspace. Counts enable you to quickly access related content. To display a list of detailed records specific to each count, click the count.

The following counts are available from the Planning and Analysis workspace.

Field

Description

View Details
Open Budgets The count of the total number of budgets with the status of 'Open'. Displays a list view of the number of budgets with the status of Open.
In Progress Budgets The count of the total number of budgets with the status of 'In Progress'. Displays a list view of the number of budgets with the status of In Progress.
Approved Budgets The count of the total number of budgets with the status of 'Approved'. Displays a list view of the number of budgets with the status of Approved.

Your Administrator can customize the count cards using the Lightning App Builder. For more information, see Setting up Certinia Count Cards.

For more information about how to update a budget status, see Budgets.

List View

The Budgets list view displays all budgets, income, expenses, and margins created in Planning and Analysis.

Name

Description

View Details
Budgets

Displays the total count of budgets.

Note:

If there are no records and no jobs are running, the status of the budget displays zero for that particular record.

Displays a list view of your budget records. The following fields are displayed:

  • Budget Name
  • Income
  • Expenses
  • Margin
  • Budget Year
  • Status
  • Company
  • Parent Budget

Variance Report Record

The Variance Report Record allows you to view and configure the reports created with the PlanningWorkspaceLensProfile. The Variance Report Records is built with Financial Report Builder and shows a comparison between actual and planned budgets using Accounting and Planning and Analysis data.

To enable this feature, see Enabling the Workspace Report Configuration.

Note: To view and configure the reports, ensure that the Financial Report Builder and Manage Analytics permission sets are assigned to you. For more information, see Permission Sets and Other Technical Documentation.

Company Name

The Company Name filter enables you to filter the Variance Report in the Workspace by one or more company names.

Period Filter

The Period Filter allows you to filter the Variance Report in the Workspace using a soft date.

Date Override

The Date Override filter allows you to override the current date shown in order to display the Variance Report Record for the date selected.