Fundamentals of PowerPlan Capital Budgeting

Fundamentals of PowerPlan Capital Budgeting

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About this course

This class has been cancelled. Please contact training@pwrplan.com if you are interested in a private class. Thank you.

In this course, attendees will learn how to use the Capital Budget functionality in PowerPlan. It covers how to reconfigure existing processes and how to implement best practices. It’s intended for those with an interest in improving project tracking, analysis, and streamlining the budgeting process.

Topics:

  • Capital Budgeting
    • Identifying Best Practices, Alternatives and Improving Processes
    • Budget Structures and Definitions
    • Budget Versions - Budget Grouping and Processing
    • Budget Creation, Project Initiation, and Setup
    • Estimating Tools - Options for Entry & Modification
    • Managing Forecasts/Creating Outlooks for Future Years
    • Authorizing for Spending - Approvals
    • Computations (AFUDC, Overheads, Closings)
  • Projects & Monitoring
    • Project Prioritization, Valuation, and Justification
    • Viewing Budget Reports
    • Utilizing Commitments/Accruals
    • Managing Alerts for Unwanted Data Scenarios
    • Controlling Security Options

 

About this course

This class has been cancelled. Please contact training@pwrplan.com if you are interested in a private class. Thank you.

In this course, attendees will learn how to use the Capital Budget functionality in PowerPlan. It covers how to reconfigure existing processes and how to implement best practices. It’s intended for those with an interest in improving project tracking, analysis, and streamlining the budgeting process.

Topics:

  • Capital Budgeting
    • Identifying Best Practices, Alternatives and Improving Processes
    • Budget Structures and Definitions
    • Budget Versions - Budget Grouping and Processing
    • Budget Creation, Project Initiation, and Setup
    • Estimating Tools - Options for Entry & Modification
    • Managing Forecasts/Creating Outlooks for Future Years
    • Authorizing for Spending - Approvals
    • Computations (AFUDC, Overheads, Closings)
  • Projects & Monitoring
    • Project Prioritization, Valuation, and Justification
    • Viewing Budget Reports
    • Utilizing Commitments/Accruals
    • Managing Alerts for Unwanted Data Scenarios
    • Controlling Security Options