Planning
The Planning module allows you to design the budget model exactly as you want it, enter budget data, and save it back to the Solver Data Warehouse.
To make data entry smooth and efficient, the Planning module features spreading (distribution rules), unit-/percent-based calculations, historical data, and line item details.
You can also assign the planning to one or more users using the Assign function. For larger organizations, with multiple people involved in the planning process, it is advised to use the Workflow module.
Options in the Planning screen
| Button | Name | Description |
 | Layout | Click one of these buttons to change the layout of the Input template view. |
 | Select | Click here to select one or more Input templates. |
 | Edit | Click here to edit the selected Input template. |
 | Delete | Click here to delete the selected Input template(s). |
 | Duplicate | Click here to create a copy of the selected Input template. |
 | Publish | Click this button to categorize the selected Input templates. See Managing Categories for Planning. |
 | Categorize | Click this button to categorize the selected Input templates. See Managing Categories for Planning. |
 | Assign | Click here to assign the Input template to one or more users. |
 | Assignments | Click here to view assignments for the selected Input template. |
 | Download | Click here to upload an input template to the portal. |
 | Upload | Click here to upload an Input template to the portal. |
 | New | Click here to create a new Input template. |