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Budget and Planning

Linking ensures timely and accurate Budget Plan data

Budget and Planning

Products for Budget and Planning

Workbooks

Bring teams together to work with data that contains controlled permissions, complete data lineage, and one source of truth.

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Documents

Work together in the same document—at the same time—with controlled formatting, full audit history, and linked data.

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Presentations

Collaborate to create data-driven presentations and dashboards within a familiar, secure environment.

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Binders

Change how reports, executive books, and other complex documents are reviewed, distributed, and analyzed.

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Mobile

Distribute, view, and collaborate on documents using iOS and Android devices—online or offline.

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Budget and Planning: A Typical Wdesk Workflow

1

Create and edit the Budget Plan

Create a new document or presentation or import previous Budget Plan documents. Customize with style guides, charts, images, and embedded tables.

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2

Link data

Link data and text from Finance workbooks to Budget Plans. Numbers and narrative automatically update as information changes.

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3

Collaborate

Users across teams and locations work in the same document, in the same version, at the same time.

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4

Review and distribute

Send a digital review using track changes, blacklines, and automatic comment aggregation. Combine Strategic Plans, Budget Plans and Monthly Performance reports into a digital binder and distribute

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Budget and Planning

Linking ensures timely and accurate Budget Plan data

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