Resource OM Budgeting

How to Register: Contact Amy Arra at aarra@pwrplan.com or (770) 937-3028.

When:   April 24, 2012 (8:30 am – 5:00 pm)

Where:  PowerPlan Training Center (Atlanta Office) Atlanta, Georgia

Registration Fee: $600

CPE Credit: 8 hours (4 hours in Business Management; 4 hours in Finance)

Intended Audience: 
Essential for any company setting up or modifying their OM budget processes, upgrading and improving functionality in Version 10, or introducing new personnel to the process.

Description: 
Focus begins by looking at budgetary planning best practices and control processes.  A work book, training exercises, and examples are included. 

Topics include:

• Module Overview, Flow and Fit, and Definitions
• Identifying Best Practices, Alternatives and Improving Processes
• Configuration Options – Labor and Non-Labor
• Budget Versions – Budget Grouping and Processing
• Options for Data Entry and Modification
• Labor Subledger, Distribution, and Integration with HR
• Integration with the Capital Budget for Labor Balancing and Overheads
• Derivations and Validations
• Allocations – Setup and Maintenance
• Authorizations / Approval Workflow
• Managing Forecasts / Creating Outlooks
• Posting to the GL, Other Systems, or new Regulatory Modules
• Querying and Reporting – Forecasted Financial Statements
• Utilizing Controls and Security

Instructor:  David Levine