The CRM Budget Planner takes all the main concepts of Budget Planning and Allocation
and delivers a pragmatic and highly effective management tool which is installed on top of
the Sage CRM platform. It is completely integrated into Sage CRM so that all the benefits of
CRM including designs of user interface, searching, reporting and document management.
Some of the main features of CRM Budget Planner include: Margin & Graph Calculations, Edit Budget Summary Details,
Budget line items, Budget line item Summary, Editing Income / Expenditure Line Items,
Adding an Income / Expense line item, Expenditure Requests, Approval of Expenditure Requests.
For more details download CRM Budget Planner PDF brochure.
(click on any image to enlarge)
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Each budget owner is provided with an expenditure limit per item.
This limit is set in the Administration section under Users. See Documentation.
Having created a new line item, See 3.6 and if the
line item Amount is greater than the configured Budget Manager limit,
the Budget Manager is prompted with an approval notification.
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The Budget Administrator is presented with a panel containing
information about the new line item requested.
Actions buttons from the Drawdown Workflow allow the new Approval
request to be either Approved or Denied.
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Once a Budget item has been selected from the Find screen or a New Budget
item has been created, the Budget Manager is shown the Budget Summary screen.
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Budgets can contain line items (Stream) of type Income or Expenditure or both.
The formula used to calculate what is displayed in the Margin
field and on the Graph is as follows;
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The Budget Manager Team needs access to Budget Entity.
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Users can be assigned a Budget Line Item Limit. Within the User Details
Tab the ‘More User Details’ panel contains the Budget currency field.
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