Detailed planning

The functionality in Detailed Planning Manager addresses planning requirements where there are a large number of objects that have complex discretionary calculations. This includes personnel planning, CAPEX, fixed assets, and so on, and hence complements FP&A Plus, which works at the macro-level.

Detailed planning can meet any of the following planning needs of a company:

• The company has a large number of entities (for example, employees, fixed assets, projects) that may be rapidly changing.
• The company will derive value by accurately planning at the entity level of detail.
• The company has easily available for each entity the data that enables planning at the detailed level.
• Associated with the entities are complex conditional calculations (for example, each U.S. state has different SUTA tax calculations) that are needed to produce time-series plan data (for example, planned costs for every employee for every month).
• The company's current ERP cannot plan at the entity level.

Detailed planning is a multi-user system. There is always a detailed planning administrator, who can be someone other than a FP&A Plus administrator. Usually there are also other users, such as departmental managers, who can plan head counts and earnings for their respective departments.

  Note:  Users do not need to have access to any data outside detailed planning and can be independent of the regularFP&A Plus users.

Personnel planning

For many companies, employees are the largest single cost. You can use detailed planning to determine future needs for personnel according to your organization's strategic and operational demands. Detailed planning allows you to handle the many variables involved in payroll calculations, while providing control, accuracy, and flexibility in analyzing personnel data. Detailed planning integrates this data with the main financial data in FP&A Plus to give precise consolidated numbers for analysis and planning.