Apliqo FPM uses driver based planning. For Revenue and Expense planning a Driver Method is used to plan the full year result of an account, and Phasing Method that spreads the full year estimate over the remaining months of the financial year to achieve the full year result. For Balance Sheet planning the closing balance of the account is planned using a Driver Method.

Standard Planning Page

On the filter-bar the Planner can select the Version to plan and the financial year to be planned. The Months controls the number of months being displayed in the Phasing widget. This does not change the calculation of the Driver Method which is always based on a financial year. The Plan Account filter changes the accounts that are displayed on the rows. The Select Segment allows you to change the segment that is being planned. Selecting a business segment changes the Company, FIN BSEG 1 Plan, FIN BSEG 2 Plan, FIN BSEG 3 Plan, and FIN BSEG 4 Plan filters. After select a business segment select the Company, FIN BSEG 1 Plan, FIN BSEG 2 Plan, FIN BSEG 3 Plan, and FIN BSEG 4 Plan.

Open

The standard Planning page is divided into three sections. The Planning Driver section is were the Driver Method and Planning Value can be enter for the planning version. Additional Planning Parameters can be accessed in the [Driver] popup. The Comparison section compare the full-year amount for the account against other versions. Variances and percentage changes between versions can be calculated. The third section has the Phasing Method and the monthly value of the account. The first three months greyed-out to indicate that these month are actual month and can not be changed.

Open