Budgeting Agent

Budgeting Agent assists with budgets within a given model.

Uses for Budgeting Agent

Budget owners and others can craft natural language prompts that do the following:

  • Make personnel and OPEX budget updates

  • Spread changes across months or accounts

  • Execute bulk changes in seconds:

    • Update multiple months

    • Copy values forward

    • Adjust salaries by a percentage

Autonomous abilities

The Budgeting Agent can on its own do the following:

  • Fill in gaps by auto-completing defaults and prompting for missing values

  • Keep everything accurate and controlled with built-in guardrails (permissions, caps on edits)

  • Identify and prompt for next steps

Limitations

Note that Budgeting Agent currently cannot do the following:

  • Filter by calculations or scenarios

  • Answer schedule-specific questions

  • Merge Detailed Planning models

  • Answer questions about parameters or calculations

  • Create or update ten or more objects at one time

Restrictions

Note that Budgeting Agent is not available in certain situations, as follows:

  • If you do not have the license level Ad Hoc Analysis – Full Access, in the Prophix One Copilot drop-down, you do not see the Budgeting Agent | ... model data options.

  • If you do not have access to Detailed Planning Manager, in the Prophix One Copilot drop-down, you do not see the Budgeting Agent | DP ... model data options.

     Note:  You must also have access to the model to which the DP model is connected.

Use Cases

Examples of Budgeting Agent use cases include the following:

  • Changing headcount mid-cycle

  • Re-forecasting OPEX

  • Adjusting rolling forecast