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  1. PeopleSofts Planning and Budgeting software delivers top-down strategic planning with continuous forecasting and bottom-up budgeting. You can make planning and budgeting a completely collaborative process in your business.

  2. Contents. Select a topic to learn more about this subject. PeopleSoft Planning and Budgeting. Getting Started With Planning and Budgeting. Planning and Budgeting Overview. Business Processes. Integrations. Implementation. Understanding PeopleSoft Planning and Budgeting.

  3. Use Planning and Budgeting to: Develop planning targets. Access and analyze historical and current data. Connect strategic objectives with daily processes. Link top-down targets with bottom-up budgets. Integrate and update financial statements as business conditions change. Conduct continuous forecasting.

  4. This flowchart illustrates the Planning and Budgeting process, which includes defining budget objectives; accessing historical and actual data; developing a base budget; preparing, reviewing and refining a budget; posting and reporting results; and monitoring progress and amending the budget.

  5. Zero Dollar Budget Rows – Displays budget rows with zero dollars budgeted. Click Search to view the results matching the criteria or Clear to clear the search criteria. The Ledger Group, Account, Fund, Dept ID, Project, and budget fields display in the search results. Lookup to view the chartfield descriptions.

  6. Budgeting software centralizes all financial planning data, so that a single finance team can effectively supervise the budgeting activities of a business.

  7. PeopleSoft Campus Budget Module Page 2 of 158 1.0 The 2016/2017 Budget Process Models The budget information in the PeopleSoft Budget Module is grouped by model. This is roughly analogous to fiscal year. For the 2016/2017 budget preparation cycle, there are four associated models: Initial Current Proposed Outyear Initial

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