OverviewBudget management is a series of management activities aimed at implementing corporate strategic planning, optimizing resource allocation, improving operational performance, strengthening risk control, and promoting the realization of corporate strategic planning.The BIP plan budget includes the entire process of budget system construction, budget target management, annual budget preparation and approval, budget adjustments, monthly or quarterly rolling forecast preparation, budget control, and budget analysis management. It is closely integrated with the BIP business areas and information portal, providing effective tools and necessary means for enterprises' pre-planning, in-process control, and post-analysis.Application MapBasic ModelingTask ManagementDocument AdjustmentQuery AnalysisBudget PreparationGoal ManagementIntelligent CalculationWorkbenchApplication ValueAn efficient budget management system should encompass the complete cycle of enterprise budget management, including: determining budget objectives, budget preparation, budget approval, budget execution control, budget analysis, budget adjustment, and budget evaluation.The overall requirements for information systems in different stages of budget management vary, mainly reflected in several aspects:Provide a unified platform to support multi-industry groups in building a budget system integrated with financial business systems.Flexible integrated budgeting tools and platforms ensure the quick and efficient completion of budget preparation.The budget management system is highly integrated with the business financial system, supporting effective monitoring of key business operations and providing a comprehensive financial warning mechanism.Support budget execution analysis and provide relevant data for budget evaluation.Supports forecasting and simulation calculations.Application ScenariosScenario 1: Multi-System Organizational DimensionsBusiness DescriptionBudget Organization: Set up based on the organizational structure of the enterprise, generally including: investment centers, profit centers, cost centers, etc.In the budget management process, it is necessary to establish a budget organization, fill out the budget according to the budget entity organization, and also support the addition of virtual entities to carry the budget summary data.Support for multi-caliber budget organization system: The budget organization system will be summarized and managed according to the administrative hierarchy and business segments.Management Responsibility: For example, the Human Resources Department prepares the human resources budget for each department of the company. Each department can only modify, view, and use their own relevant budget.Business ProcessSupport for multi-caliber budget organization system: The budget organization system will be summarized and managed according to the administrative hierarchy and business segments. As shown in the figure below:image_1.pngDescription:In the dimension management application, maintain the budget organization system and main members;The main entity supports shared members, allowing the same organization to share under multiple parent items and participate in different scopes of aggregation.Application Point ListDimension ManagementScenario 2: Multi-System Budget ReportingBusiness DescriptionThe group company needs to set up multiple budgeting reporting systems based on different sectors. Different budgeting reporting systems are reflected in different organizations using different preparation forms.During the budget preparation process, forms are needed, including forms for preparation (data entry and viewing) and forms for approval.After the form design is completed, it is assigned to the reporting entity for data entry and viewing.Business ProcessDimension Management: Create dimensions based on the reporting system;Application Model: Create application models based on the reporting system;Form Management: Create forms based on the reporting system. Forms are divided into preparation forms and query forms:The preparation form can be used when setting up preparation tasks; preparation and inquiry can be used in approval tasks.The web version supports the design of multi-dimensional forms for budget reporting and viewing. The form's rows and columns support retrieving specified attributes of corresponding dimension members.Application Point ListDimension ManagementApplication ModelForm ManagementInitial PreparationBasic Data PreparationDimensionDimensions are specific classifications used to interpret budget items from multiple angles. A budget item can be interpreted according to multiple dimensions. For example, if sales revenue needs to be budgeted from the customer perspective and the product line perspective, then customer and product line are the dimensions.Dimension Members and Hierarchical StructureDimension members are the specific values of a dimension. For example, Customer 1 and Customer 2 under the customer dimension are dimension members. The hierarchical structure of the dimension defines the structure and aggregation relationships between dimension members. These relationships are represented using expandable hierarchical charts. If the member structure needs to be displayed hierarchically during the budgeting process, members should be organized according to the hierarchical structure.Calculation RulesCalculate business data through MDR calculation rules, summarize processing, and refer to the data calculation logic of the business form cells to sort out the settlement rules.image_2.pngValidation RulesValidation rules are set data rules to verify the rationality and legality of the reported data, and they help improve data quality. After configuring the validation rules, they can be executed in the budget data center to assess the rationality and legality of the data. When submitting, the system will also automatically execute the validation rules to prompt or report errors for incorrect or unreasonable data.The content of the validation prompts can be customized according to customer needs, and the settings for the validation logic can be configured based on the content that the customer needs to validate.Application ModelThe application model is a multidimensional data model created based on specific application themes. A model consists of budget items + dimensions. When sorting out which dimensions are needed for the budget model, the following methods can be referenced:Degree of business correlation in the model: For example, when production is determined by sales, the budget content of sales and production can be placed in the same model based on sales volume.The data volume in the model is not large: When the estimated annual data volume increment is not significant, it can be placed in the same model.The number of dimensions in the model does not exceed 20.Permission ConfigurationSet Business ParametersSet the business parameter for the dimension that requires permission to "Yes."Data Permission AllocationAccording to the dimensions and forms that require differentiated permissions, sort out the dimension member permissions and form permissions that need to be set, and configure them in the nodes.User access permissions for each resource can be set in the following three ways:None: Users and roles have no access permissions to this resource.Read: Users and roles can view the data corresponding to the dimension members, but cannot modify this resource.All: Users and roles can view and modify the data corresponding to the dimension members; users and roles can view and modify the resource.Task Flow ConfigurationSet Business ParametersSet the business parameter that requires the task flow to "Yes".Set Up Task FlowSet different business processes according to different business scenarios.You can set up a basic unified process template, under which multiple subprocesses can be configured. The subprocesses are isolated from each other and do not affect one another.Multiple process nodes can be set in the sub-process for process management according to the nodes.Multiple entities, forms, rules, and users/roles can be set in the node for business processing.Operation GuideBasic ModelingBusiness ParametersPath: 【Enterprise Performance Services→→】【】【Business Parameters】Business parameters, mainly used to define whether permission control is enabled for dimension members in the application.Enable dimensional business parameter permission control, where the deletion, modification, and querying of dimension members and data for planned budget products will be controlled according to the set permissions.If the dimension business parameter permission control is not enabled, the deletion, modification, and querying of dimension members and data for planned budget products will not be subject to configured permission control, and the dimensions for which permissions can be customized can be set.In addition to dimensions, it is also used to control the start and stop of specific functions in the planning budget. These functions are turned off by default, and the user needs to determine whether to enable them.Query Business ParametersSupport business parameter queries, and allow modification of the parameter values for the queried business parameters.Modify parameter valuesSupport modification of parameter values for business parameters.Business ParametersField NameDescriptionParameter NameBuilt-in name, generally the dimension name + parameter function, cannot be modified, example: Subject Enable Permission ControlParameter ValueYes/No, the default for the main body is Yes, others are default No, can be modifiedParameter GroupData permission, cannot be modified, extends other types of parameter groupsBusiness parameter valuesParameter CodeParameter NameParameter TypeValue RangeDefault ValueParameter GroupBP_ENTITYEntity Enable Permission ControlReferenceYes/NoYesData PermissionBP_ACCOUNTAccount Enable Permission ControlReferenceYes/NoNoData PermissionBP_VERSIONVersion Enable Permission ControlReferenceYes/NoNoData PermissionBP_P1_System CodeP1_System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P2_System CodeP2_System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P3_System CodeP3_System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P4_System CodeP4_System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P5_System CodeP5_System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P6_System CodeP6_System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P7_System CodeP7_System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P8_System CodeP8_System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P9_System CodeP9_System Code Enable Permission ReferenceYes/NoNoData PermissionControlBP_P10_System CodeP10_System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P11_System CodeP11_System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_P12_System CodeP12_System Code Enable Permission ControlReferenceYes/NoNoData PermissionBP_Custom Dimension CodeCustom Dimension Enable Permission ControlReferenceYes/NoNoData PermissionEPM_ENTITY_PlatformEntity Use BIP Platform Permission ManagementReferenceYes/NoNoData PermissionBP_CALCULATECalculation Scenario Enable Permission ControlReferenceYes/NoNoData PermissionBP_DOCUMENTSDocument Enable Permission ControlReferenceYes/NoNoData PermissionBP_FORMSForm Enable Permission ControlReferenceYes/NoNoData PermissionBP_FLOWTask Flow Enable Permission ControlReferenceYes/NoNoData PermissionBP_FLOATTABLEFloating Row Delete ButtonReferenceAll/Delete Row/Clear and Delete RowAllFloating Row DeleteBP_DescriptionHeader Tip Display Account DescriptionReferencedef1~def30def1Ac...
