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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. 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.

  5. Feb 7, 2019 · Peoplesoft FSCM Planning and Budget module. 3001519 Feb 7 2019. Hi, We are planning to implement Planning and Budget in Peplesoft FSCM. I couldn't find any documents or Peoplebooks for the same. I did find few for EPM module.

  6. The budget information in the PeopleSoft Budget Module is grouped by model. This is roughly analogous to fiscal year. For the 2020/2021 budget preparation cycle, there are five associated models: Initial. Current. Proposed. Outyear2. Initial. The Initial model contains the initial budget information for the current fiscal year.

  7. If you have enabled cumulative budget checking for the budget definition (on the Control Budget Options page), use this button to generate budget journal lines for each budget period within the valid date range of the budget.

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