Budget Manager Experience Overview
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Budget Manager Experience Overview

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Article summary

Today finance teams use Excel to collaborate with budget managers for budget updates or forecasts. This made it easy for managers to update the numbers and gave a sense of control over the process for finance teams.

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.


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