08.00 Planning

08.00 Planning

If you've used FastClose planning before, or just want to play quickly

0801 - Planning Quick Start

For a more structured approach start here

0802 - Planning Overview

0803 - Planning Scenarios

0804 - Choosing The Level of Granularity

0805 - Planning on Account Nominal only - your first planning template

0806 - Testing Your Planning Setup

0807 - Entering and Submitting Data

0808 - Accounts with No Actuals

0809 - Reporting on the Plan

Variations to planning by account nominal only

0810 - Planning using a PL Structure

0811 - Planning on Account Nominal by Cost Center

For businesses that have to watch cashflow

0812 - Balance Sheet Planning (Advanced)

And don't forget to check what was submitted

0813 - Reviewing and Auditing Submitted Data

Finally a handy checklist to ensure you, as planning process owner, have covered everything

Appendix - A - Planning Process Owner Checklist

Some common gotchas

Appendix - B - Troubleshooting - Quick Reference

And for completeness (more for FastClose Internal documentation)

Appendix - C - Building a Planning Submission Report from Scratch

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