- Welcome
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Introduction
- The Budget Lifecycle
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Budget Lifecycle Overview 13 min
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Manage Budget Versions 15 min
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Create Budget Items 30 min
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Manage Funding Projects 30 min
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Knowledge Check
- Funding Project Lifecycle
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Funding Project Lifecycle Overview 3 min
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Initiating Funding Projects 34 min
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Estimating Funding Projects - Part 1 31 min
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Estimating Funding Projects - Part 2 30 min
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Justifying Funding Projects 18 min
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Prioritizing Funding Projects 18 min
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Adding Projects to Budgets 28 min
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Funding Project Approvals - Part 1 25 min
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Funding Project Approvals - Part 2 38 min
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Forecasting Funding Projects 17 min
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Funding Project Analysis 42 min
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Closing Funding Projects 8 min
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Knowledge Check
- Budget Review
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Budget Review Overview 8 min
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Accept or Reject Funding Project 8 min
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Knowledge Check
- Prepare Annual Project Budget
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Prepare Budget Overview 33 min
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Budget Preparation and Budget Target 6 min
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Maintain AFUDC Rates 32 min
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Perform AFUDC Calculation 9 min
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Maintain Overheads 8 min
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Perform Overhead Calculation 2 min
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Maintain Escalation Rates 5 min
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Perform Escalations 2 min
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Maintain & Perform WIP Computation 6 min
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Compare Working Version to Forecast Version 11 min
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Approve and Finalize Budget 5 min
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Prepare Annual Project Budget Reports 9 min
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Knowledge Check
- Project Budget Forecast
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Monthly Forecast Overview 4 min
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Create Pre-Actuals Snapshot 14 min
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Update Forecast with Actuals 18 min
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Perform Auto Respread 23 min
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Edit Forecast 14 min
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Run Calculations 10 min
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Lock Snapshot 3 min
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Variance Analysis Overview 12 min
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Run Variance Reports 2 min
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Run Queries 6 min
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Run Alerts 11 min
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Knowledge Check
Fundamentals of PowerPlan Capital Budget 2022.2
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:
- 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
- Reporting and Analysis of Results
- Managing Forecasts/Creating Outlooks for Future Years
- Authorizing for Spending - Approvals
- Computations (AFUDC, Overheads, Closings)
- Project Prioritization, Valuation and Justification'
- Viewing Budget Reports
- Utilizing Commitments/Accruals
- Managing Alerts for Unwanted Data Scenarios
- Controlling Security Options