Budget Manager Experience

Budget Tracking: Planful offers robust features to facilitate effective Budget Tracking and Management. The Budget Manager Experience provides a user-friendly interface, serving as a centralized hub where budget managers can access tasks, reports, and templates essential for budgeting, forecasting, planning, and reporting. This platform enhances collaboration between finance teams and budget managers, streamlining the budgeting process.

The Budget Manager Experience in Planful offers a user-friendly platform for budget managers to efficiently update budget, forecast, or plan templates without additional training. This intuitive interface enhances collaboration between finance teams and budget managers.

Budget Manager Experience is aimed to provide a similar frictionless experience for budget managers to come into Planful and update the templates for budget, forecast, or plan. This eliminates the need for any additional training. It acts as an intuitive platform for finance teams and budget managers to collaborate on planning.

Budget Managers can easily access these templates, update the data, and send them back to finance teams. This results in the following key benefits:

• Saves time for Budget Managers

• Provides more power to finance teams

• Better collaboration for continuous planning

To get started with Budget Manager Experience, the finance team has to share a template or report with budget managers. Budget managers can then access the shared template through Budget Manager Experience and review or update it. You can know more about creating a budget manager and sharing a template with them in further sections in this module.